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H.E.R.O.’s Journey in Tech (22 November 2018) – Koh Young’s Joel Scutchfield on Smart Factory Connectivity

H.E.R.O.’s Journey in Tech (22 November 2018) – Koh Young’s Joel Scutchfield on Smart Factory Connectivity

Companies

  • Solid-state batteries ready to debut in home appliances; TDK reduces the devices to fingertip-size, with the ability to recharge 1,000 times (Nikkei)
  • Koh Young’s Joel Scutchfield on Smart Factory Connectivity (iconnect)
  • Apple iPhone Supplier Foxconn Planning Deep Cost Cuts (Bloomberg)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Alibaba’s new hotel: robot bellboys and face-recognition gimmick (KRA)
  • Alibaba suffers rare ‘down round’ investment as Babytree’s HK IPO prices low – sources (Reuters)
  • Investments fuel a third of profits at Tencent and Alibaba; Chinese technology giants are becoming increasingly reliant on M&A activities (FT)
  • Tencent e-wallet is following Alibaba to Hong Kong subways (Techcrunch)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • S. chipmaker Nvidia to provide AI platform for Chinese EV start-ups (Reuters)

Asia Tech & Innovation Trends

  • Suning sets sights on big data to serve evolving retail needs (Technode)
  • Beijing to Judge Every Resident Based on Behavior by End of 2020 (Bloomberg)
  • Southeast Asia must guard against digital domination risks; Global technology giants threaten region’s local entrepreneurs (Nikkei)
  • PT Tokopedia, Indonesia’s largest online marketplace, has become the country’s most valuable startup after raising $1 billion from existing investors including SoftBank (Bloomberg)

Global Tech & Innovation Trends

  • Ford’s Autonomous Cars Will Whisk Walmart Deliveries to Doorsteps; The automaker will put its self-driving vehicles to use for the world’s biggest retailer. (Bloomberg)
  • STMicro, Automotive Chipmakers Say There’s Gas Left in Car Chips (Bloomberg)
  • Inside the New Industrial Revolution; The mobile internet, automation and AI will have profound implications. Here’s a closer look at how the old and new economies compare. (WSJ)
  • Europe’s 100 digital champions: Explore the people and companies leading Europe’s growth in five categories (FT)
  • How Disney’s Channels Are Doing in the Era of Shrinking TV Bundles (Bloomberg)
  • With ‘licence to expand’, Schibsted spin-off eyes classified ad mergers (Reuters)
  • Online Fashion Thrives for New Retailer Where Women Call Shots (Bloomberg)

Life

  • Noble – too much faith in a ‘clean’ audit? (BT)
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H.E.R.O.’s Journey in Tech (21 November 2018) – Yamaha’s CSP-170 makes learning piano easy with LED lights and one clever app + Podcast #459: Beyond Gratitude Lite: The Real Virtue of Thankfulness

H.E.R.O.’s Journey in Tech (21 November 2018) – Yamaha’s CSP-170 makes learning piano easy with LED lights and one clever app + Podcast #459: Beyond Gratitude Lite: The Real Virtue of Thankfulness

Companies

  • Yamaha’s CSP-170 makes learning piano easy with LED lights and one clever app (TNW)
  • Tencent-Backed Travel Site Raises $180 Million in Hong Kong IPO (Bloomberg)
  • Crunch time for Tencent Music’s 2018 $2 billion IPO hopes (Reuters)
  • NetEase Ding Lei: China will remain world’s best market for next decade (KRA)
  • Sea Ltd., operator of Southeast Asia’s biggest gaming platform, reported a wider third-quarter loss on rising investments at e-commerce unit Shopee. (Bloomberg)
  • How India is preparing for the Electric Mobility revolution: Why a robust ecosystem is critical; Delta is the name behind the Bharat Charger, a make in India Charger for the current crop of Indian Electric Cars (FE)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Alibaba makes strategic investment in home renovation platform “007 eService”; To Alibaba, this investment is about its New Retail plan. (KRA)
  • Samsung doubles down on virtual assistant in growth push; Digital assistant Bixby to be standard on all of company’s electronics products by 2020 (FT); Samsung is working on a version of Bixby that constantly learns new skills from its owners (AFR)
  • SoftBank to Invest $2 Billion in Korean E-Commerce Site Coupang (Bloomberg)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • How Amazon marches to the beat of a different drum (BT)
  • Microsoft Finds Itself in Favor as Stock Rout Punishes FAANGs (Bloomberg)

Asia Tech & Innovation Trends

  • Are China’s Billionaire Tech Founders Slipping Out of Touch? A #MeToo gaffe suggests that in entrepreneurship as in society, the old ways aren’t working too well. (Bloomberg)
  • Chinese Tech Companies Get a New Exchange in Shanghai (Bloomberg)
  • An intro into the e-commerce players in Vietnam (KRA)
  • How a battery of feet-on-street counsellors that doubles up as a sales army is helping Toppr score in revenue and reach. Will the offline gambit pay off for the edutech startup? (Forbes)

Global Tech & Innovation Trends

  • Founder’s Big Idea to Revive BuzzFeed’s Fortunes? A Merger With Rivals (NYT)
  • Disaster relief is dangerously broken. Can AI fix it? (FastCo)
  • Dot-Com Ghosts Haunt Emerging Stocks as Tech Profits Stall (Bloomberg)

Life

  • Podcast #459: Beyond Gratitude Lite: The Real Virtue of Thankfulness (AOM)
  • The Entrepreneur’s Journey — The Winding Road to Success through Failure (Medium)
  • Four Things Leonardo da Vinci Can Teach Us About Investing (ODD)

H.E.R.O.’s Journey in Tech (20 November 2018) – The New Quartz App: Uzabase’s Bet on the Future of News on Social Media + Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’

H.E.R.O.’s Journey in Tech (20 November 2018) – The New Quartz App: Uzabase’s Bet on the Future of News on Social Media + Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’

Companies

  • The New Quartz App: Uzabase’s Bet on the Future of News on Social Media (TGNR)
  • Meituan co-founder raises $30m for his community group buying platform SongShuPinPin (KRA)
  • Xiaomi Embraces a Smartphone Future With Meitu Deal; A savvy licensing arrangement with a struggling competitor affirms the Chinese tech company’s true identity. (Bloomberg)
  • Better Buy: Momo Inc. vs. Huya; Which Chinese live-streaming platform has more staying power? (MF)
  • China’s JD.com feels pressure as sales of big ticket items slow (Reuters)
  • Airtac to see profit decline as trade war weighs sales (Taipei Times)
  • Serko CEO says business travel safe from digital disruption (AFR)
  • TechnologyOne hits nine years of record profits (AFR)
  • Nucleus Financial inks new platform system agreement with Bravura Solutions (SM)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Tencent turns to Southeast Asia after Beijing clampdown; Chinese conglomerate signs 5-year sales deal with Singapore’s Garena (Nikkei)
  • SoftBank’s Deepcore and accelerator Zeroth team up to hunt early-stage AI opportunities (Techcrunch); SoftBank unveils AI vacuum robot for offices; Whiz seen broadening robotics business beyond Pepper (Nikkei)
  • FSC’s order puts brakes on Samsung heir’s succession (KH)
  • TSMC to challenge Intel data center dominance with IBM win (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Apple’s Tools Sneak Into Business; Sneaker companies GOAT and Flight Club are relying on Apple services to cope with a surge of employees and customers (WSJ)
  • Apple said to cut orders from two China component suppliers by 30% on lukewarm iPhone XR demand (SCMP)

Asia Tech & Innovation Trends

  • China alleges ‘massive’ evidence of chipmaker violations: Beijing says probe into Samsung, Micron and SK Hynix has made ‘important progress’ (FT)
  • China investors dump once-acquisitive firms on write-down fears; Simei Media Co (002712.SZ), Wanda Film (002739.SZ) and Glodon Software (002410.SZ) – once acquisitive firms with large goodwill assets – were among the biggest losers (Reuters)
  • IPO hopefuls forced to slash valuations as Asian listings slump (Nikkei)
  • Apart from the low-cost economy rooms that OYO is famous for, it now has a variety of options such as Townhouse (premium-economy), Home (homestays), SilverKey (executive apartments), Oyo Living (long-term housing rental), Capital O (corporate living spaces), Palette Resorts (upper-end leisure resorts) and Weddingz.in (wedding banquets). (Forbes)

Global Tech & Innovation Trends

  • com out to secure leadership position in Korea (Investor)
  • How A Mysterious Tech Billionaire Created Two Fortunes-And A Global Software Sweatshop (Forbes)
  • How Software Is Helping Big Companies Dominate (HBR)
  • Tesla hints at seeking new battery suppliers in blow to Panasonic (NIkkei)
  • Outlook for Traditional TV Goes From Bad to Worse; Cord-cutters continue to chip away at cable and satellite providers’ dominance of the living room (WSJ)

Life

  • Bill Gates: If you want to understand the tech world, watch ‘Silicon Valley’ (MW)
  • 5 principles for making better life decisions (Mark Manson)
  • Why “Many-Model Thinkers” Make Better Decisions (HBR)
  • China’s regulator gets tougher on firms for major law breaches and frauds, sending ‘special treatment’ stocks tumbling (SCMP)

H.E.R.O.’s Journey in Tech (19 November 2018) – ‘Dragon Ball’ Continues to Top Profits With Bandai + The Stress Test: How Pressure Can Make You Stronger and Sharper

H.E.R.O.’s Journey in Tech (19 November 2018) – ‘Dragon Ball’ Continues to Top Profits With Bandai + The Stress Test: How Pressure Can Make You Stronger and Sharper

Companies

  • ‘Dragon Ball’ Continues to Top Profits With Bandai (CB)
  • Ping An Good Doctor blazes trail in developing unstaffed, AI-assisted clinics in China (SCMP)
  • Xiaomi Has Chance to Justify Lofty Valuation After 23% Slide (Bloomberg)
  • iFAST founder Lim confident China business will be exciting (Edge)
  • Ennoconn to raise funds via shares (Taipei Times)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Alibaba makes strategic investment in home renovation platform “007 eService” (KRA)
  • Tencent turns to Sea to sell games in south-east Asia (FT); Chinese consumers send Tencent disturbing message on apps; Tech giant faces challenge to online businesses outside gaming (Nikkei)
  • SoftBank’s Next Robot After Pepper Skips Chit Chat, Mops Floors (Bloomberg)
  • Ill-timed scandal for the ‘Republic of Samsung’; BioLogics case highlights wider problems for Korea Inc and president Moon (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Inside Apple’s humans-first, tech second news platform (Age)
  • Nvidia Hands an $824 Million Windfall to Semiconductor Shorts (Bloomberg)

Asia Tech & Innovation Trends

  • Meet The Man Behind Oppo’s Super Fast Charging Speeds (Forbes)
  • US listings back in favour after China tech firms’ Hong Kong IPOs fail to take off, says JPMorgan (SCMP)
  • iPhone glass supplier Biel Crystal postpones US$1.5 billion Hong Kong listing amid market rout (SCMP)
  • Japanese drone startup ACSL files for IPO (Bridge)
  • Indonesian Tokopedia launches service to bridge online and offline retailing (KRA)
  • Thailand is pioneering the future of robotics and automation (qz)
  • Three Charts That Explain Boom in Southeast Asia’s Net Economy (Bloomberg)
  • Think Your Postal Service Has Problems? Try Delivering to 18,000 Far-Flung Islands; In Indonesia, an online shopping boom that should be helping the mail service is actually making things worse. (Bloomberg)
  • OYO already had the bucks. Now it has a CEO who can use them (qz)
  • Should India credit Modi’s demonetisation for digital boom? (SCMP)

Global Tech & Innovation Trends

  • Box CEO Aaron Levie thinks big companies are responding to disruption the wrong way (qz)
  • Chip industry’s new paradigm looks like the old one (BT)
  • Investors Don’t Think Much of Michael Dell’s Company (Barron’s)
  • Spotify, Pandora Turn to Podcasts for Listeners, Profits; Music-streaming giants are poised to use their machine-learning and AI capabilities to help listeners discover new podcasts (WSJ)
  • ‘Uber Eats and Deliveroo should be very worried’: Ruling to reshape gig economy (Age)

Life

H.E.R.O.’s Journey in Tech (17 November 2018) – Altium outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first + Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss.

H.E.R.O.’s Journey in Tech (17 November 2018) – Altium outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first + Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss.

Companies

  • The problem of US Mercari is “cognition” (Techcrunch); Mercari and UPS offer anonymous shipping in US (Nikkei)
  • China probe raises shield for domestic precision tool makers (Nikkei); China probes Fanuc and 9 other foreign factory automation players (Nikkei)
  • Altium share price rockets 9% on AGM presentation; Altium also outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first. (MF)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Goldman Says It Was “Wrong” on Nvidia Stock and Boots It From Best Ideas List (Barron’s); Supply glut mars Turing effect for Nvidia shares (Reuters)

Asia Tech & Innovation Trends

  • Faraday Future: How a “Tesla-killer” became a zombie company (Technode)
  • China-based supplier of Apple screens Biel denies it has laid off thousands of workers (SCMP)

Global Tech & Innovation Trends

  • Startups: Finland’s ray of light: How the small, risk-conservative nation became a hotbed for startups (BT)
  • The Impact of Artificial Intelligence on the World Economy (WSJ)
  • The Story Nobody’s Telling About Our Robot Future: A Q&A with ROBO Global CIO Bill Studebaker (ETFT)
  • How Digital Voice Assistants Can Be Used To Revolutionize Your Work Day (Forbes)

Life

  • Munger: If you have a passionate interest in knowing why things are happening, you always are trying to figure out the world in terms of why is this happening or why is this not happening, that cast of mind, kept over long periods, gradually improves your ability to cope with reality. And if you don’t have that cast of mind, I think you’re destined, probably, for failure, even if you’ve got a pretty high IQ. (VIW)
  • Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss. (Medium)

H.E.R.O.’s Journey in Tech (16 November 2018) – Koh Young Technology Reports Record-Breaking Q3 Revenues + Hong Kong’s sudden equity collapse syndrome strikes again

H.E.R.O.’s Journey in Tech (16 November 2018) – Koh Young Technology Reports Record-Breaking Q3 Revenues + Hong Kong’s sudden equity collapse syndrome strikes again

Companies

  • Trend Micro and Moxa Team Up to Create “TXOne Networks” – IT/OT Security Convergence Gaining Pace (CBR)
  • Nintendo Bets New Hex-Nut Pokémon Will Boost Switch Sales (Bloomberg)
  • Tencent-backed Pinduoduo accused of inflating revenues; Short-seller that brought down Samsonite chief goes after China ecommerce group Chinese ecommerce group (FT); Chinese phenom Pinduoduo has some explaining to do (Reuters, SCMP)
  • iQiYi gets exclusive rights to viral carpool karaoke show (Technode)
  • Koh Young Technology Reports Record-Breaking Q3 Revenues (iconnect)
  • Innodisk spurring AIoT with key integrated technology to develop competitive edge (Diigtimes); Innodisk Seizing the Edge with Industry’s Fastest Wide Temp DDR4 Memory (PR Newswire)
  • Investments In AI, Revenue Growth May Stem Fall In Margin, Says Info Edge (Bloomberg)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Robotic bartenders and smart hotels: Alibaba’s vision of future consumption (SCMP)
  • AlipayHK wins bid to provide QR code payment solution for Hong Kong’s MTR (SCMP)
  • SoftBank’s Vision Fund buys into US unicorn Automation Anywhere (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Facebook Morale, Hurt by Share Drop, Suffers Another Hit (Bloomberg)
  • Walmart’s Roar Is Getting Loud Enough to Rattle Amazon; Another strong quarter confirms that the big-box retailer is well-positioned to take on Amazon, or anyone else. (Bloomberg)
  • ‘Crypto hangover’ hammers Nvidia’s outlook, shares drop 17 percent (Reuters)

Asia Tech & Innovation Trends

  • Victor Li Wants New China Tech to Transform Father’s Old Empire (Bloomberg)
  • Face off: Realistic masks made in Japan find demand from tech, car companies (Reuters)

Global Tech & Innovation Trends

  • Voice tech like Alexa and Siri hasn’t found its true calling yet: Inside the voice assistant ‘revolution’; Until we invent something that wouldn’t be possible without voice, we’re just repurposing online content for our ears. (Recode)
  • Playing catch-up, Germany throws money at AI (Reuters)
  • Berkshire invests in JPMorgan, Oracle as Buffett puts cash to work (Reuters)
  • Crossed lines in the boardroom: The inside tale of how Nokia lost a market it dominated (Economist)
  • Silicon eyed as way to boost electric car battery potential (Reuters); A slew of electric truck plans may deliver the goods for China’s EV ambitions (Reuters)
  • Unicorns Backing Their Own VCs? Welcome to Peak Tech; Big checks have empowered startups to put off their IPOs. But now they’re buying growth. (Bloomberg)
  • Nobody Knows What Palantir Is Worth (Bloomberg)
  • Dutch Mapmaker TomTom Is Keeping ‘Open Mind’ on Deals, CEO Says (Bloomberg)

Life

  • Hong Kong’s sudden equity collapse syndrome strikes again (FT)
  • Jeff Bezos to employees: ‘One day, Amazon will fail’ but our job is to delay it as long as possible (CNBC)
  • Don’t Make These 5 Investing Mistakes That General Electric Investors Made (BVI)

H.E.R.O.’s Journey in Tech (15 November 2018) – Language and search data provider Appen has upgraded its full-year guidance, as demand from the tech giants for information to power their artificial intelligence algorithms continues to boom

H.E.R.O.’s Journey in Tech (15 November 2018) – Language and search data provider Appen has upgraded its full-year guidance, as demand from the tech giants for information to power their artificial intelligence algorithms continues to boom

Companies

  • Quartz plans paid-for business coverage and new app; New services are digital publisher’s first moves since it was bought by Uzabase (FT)
  • Fixstars Announces The Release of Expansion Microscopy Studio Including The World’s Fastest Deconvolution Software (PR Newswire)
  • Koei wins China lawsuit over pirated ‘Three Kingdoms’ games; Operator of website 3DM forced to end distribution and pay $230,000 (Nikkei)
  • Appen upgrades guidance as demand for data grows, shares jump (AFR)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Now’s Not the Time to Celebrate Tencent Earnings; Games remain a problem, while one-time items and new businesses propped up numbers for the Chinese internet company. (Bloomberg); Tencent Longs for The Good Old Days for Games; Beijing will need to show more leniency on approving new videogames if the Chinese tech giant’s shares are to recover (WSJ); Tencent: funny games; Plans to reduce a dependence on gaming make sense (FT); Tencent’s WeChat Giant Is Still Quick on Its Feet; Revenue from its social advertising unit helped prop up sales, helping ease concern about a weaker games business. (Bloomberg); Tencent’s Big Beat Falls Flat With Analysts Pining for New Games (Bloomberg)
  • Tencent in Talks to Join Group Bidding for Amer Sports (Bloomberg)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Google wants its virtual assistant in every room of your house (CNN)
  • Google and Facebook Still Rule Search, but Amazon’s Catching Up (Barron’s)
  • Amazon to See Soaring Profits From Cloud Computing, Evercore Says (Barron’s)
  • A matter of volume – threat from ascendant Chinese phones hangs over Apple (Reuters); Apple’s Longest Sell-Off Since April Has Cost Investors $107 Billion (Bloomberg)

Asia Tech & Innovation Trends

  • China’s artificial intelligence ambitions hit hurdles; Investment drops as momentum fades (FT)
  • Inside food delivery in China, and its implications for the SEA market; Across China, hundreds of millions of VC dollars are transforming the way people eat. A snapshot. (KRA)
  • China’s Tech Giants Are Primed for More Pain; An awful year for the country’s national champions may have been just a warmup. (Bloomberg)
  • Tik Tok operator ByteDance passes Uber as No.1 unicorn; Chinese developer behind popular 15-second video app valued at $75bn (Nikkei)
  • China Is About to Shake Up the World of Electric Cars (Bloomberg)
  • How to Top the Charts in China; Foreign brands and celebrities need to figure out the country’s unique, and insanely obsessive, fan culture. (Bloomberg)
  • Behind China’s Startup Surge: Meritocracy and ‘Growth Hacks’; ‘No monopoly is safe’ in China, says Ben Harburg, managing partner at MSA Capital (WSJ)
  • Vehicles offering mobile ATMs and other financial services increasingly in demand in Japan after disasters (JT)

Global Tech & Innovation Trends

  • Software for Plumbers and Electricians Is a $1.7 Billion Business (Bloomberg)
  • Tempted to Expense that Strip Club as a Business Dinner? AI Is Watching; Algorithmic auditors are exposing employee expense fraud. (Bloomberg)
  • Uber: a global busyness; Flurry of expansion has come at a cost to revenue growth (FT); Uber Revenue Slows as Quarterly Loss Surges to $1.1 Billion (Bloomberg); Uber Announces Rewards Program for Ride-Hailing, Food Delivery (Bloomberg)
  • Digital legal papers give greater access to justice; Secure systems will lower cost barriers and extend the rule of law (FT); Legal tech uses AI to help business to help itself; Start-ups, established law firms and big organisations are racing to transform professional services (FT); Algorithms tame ambiguities in use of legal data; Machines learn to understand meaning in order to assess contracts and extract trends (FT)
  • Language matters: the real meaning of Big Data; ‘Etymology can give a startling new perspective on many of the phrases we frequently toss around in business’ (FT)
  • Resideo Still Looks Like a Smart Smart-Home Play (Barron’s)
  • Citrix Stock Is Surging This Year With a New CEO (Barron’s)
  • SAP chief confident investors will eventually laud Qualtrics deal; The $8bn acquisition shows how serious European group is in challenging Salesforce (FT)
  • AI Edges to Factory Floor (EE Times)

Life

  • How to Weigh Your Options and Decide Wisely: Benjamin Franklin’s Pioneering Pros and Cons Framework (BP)
  • 50 Successful Companies With Minimal Funding (Crunchbase)
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