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H.E.R.O.’s Journey in Tech (13 December 2018) – How the world’s most successful founders approach failure; Examine Life Outside the Boundaries of Your Suffering

H.E.R.O.’s Journey in Tech (13 December 2018) – How the world’s most successful founders approach failure; Examine Life Outside the Boundaries of Your Suffering

Companies

  • Tencent Music aims to get Chinese users to pay; Group makes debut on public market and chief executive eyes the ‘Spotify model’ (FT); The Music’s Stopping for Chinese IPOs Overseas: Tencent’s streaming service may have gained on its U.S. debut, but the signs of impending trouble are unmistakable. (Bloomberg)
  • Huawei Freezes Orders From Japan Industrial Robot Supplier Yaskawa After CFO Arrest (Bloomberg)
  • ASPEED announces Cupola360 at CES 2019; The Cupola360 is a System-on-Chip (SoC) solution designed from the ground up for 360-degree image processing (Hexus)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

  • Huawei Troubles Spell Opportunity for Samsung as 5G Nears (Bloomberg)

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

  • Apple Suppliers Are Considering Moving iPhone Output if Tariffs Hit 25% (Bloomberg)
  • Apple Tightens Its Belt as Analyst Cites a Decline in Services Growth (Bloomberg)
  • Apple’s ‘Netflix for Magazines’ Getting a Chilly Reception (Bloomberg)
  • After losing half its value, Nvidia faces reckoning (Techcrunch)

Asia Tech & Innovation Trends

  • Quora-like Zhihu rumored to lay off hundreds of employees (Technode)
  • Inside Huawei’s Secret HQ, China Is Shaping the Future (Bloomberg); Don’t Worry About a U.S. Component Ban on Huawei; History suggests a deal will be made, with Trump already indicating his willingness to use the case as a bargaining chip in trade talks. (Bloomberg)
  • China Considers Delaying High-Tech ‘Made in China 2025’ Plans (Bloomberg)
  • Why Southeast Asia’s biggest ride-hailing company is on a mapping spree (qz)
  • NinjaCart, a marketing and delivery platform for agricultural produce raised US$35m; New investors, including founder of ZiGeXn Jo Hirao (Livemint)

Global Tech & Innovation Trends

  • Salesforce Churns Out $50 Billion Rally as Challenges Mount (Bloomberg)
  • Unicorns Leave the Enchanted Forest (Bloomberg)
  • The State of Technology at the End of 2018 (Stratechery)
  • Mobility tech firm Optibus raises $40 million, Alibaba takes stake (Reuters)
  • Intel plans ‘stacked’ circuits in bid to regain its chipmaking lead (Reuters)
  • Almost Everyone Involved in Facial Recognition Sees Problems; There are multiple calls for limits on this form of AI, but it will be hard for big tech to turn away business (Bloomberg)
  • Silicon Valley VCs Go South to Show They’re Not Out of Touch (Bloomberg)
  • Transistors Keep Moore’s Law Alive; An Intel fellow explores the outlook for Moore’s Law in this first in a series of articles, focusing here on changes in logic processes that led us to the present. (EE Times)
  • An Intel breakthrough rethinks how chips are made (Wired)
  • For Palantir, a partnership with the government is a chance to innovate (BINYC)
  • Pinterest’s Push in Visual Search (Wired)
  • When venture capital becomes vanity capital (Techcrunch)
  • Morgan Stanley Wants Alexa, Siri to Coo Advisors’ Names (Barron’s)

Life

  • Examine Life Outside the Boundaries of Your Suffering (TTD)
  • How the world’s most successful founders approach failure (Medium)
  • Rational vs. Reasonable (Morgan Housel)
  • Urgency Could Kill Your Startup (Medium)
  • A Small Dark Light: Ursula K. Le Guin on the Legacy of the Tao Te Ching and What It Continues to Teach Us About Personal and Political Power 2,500 Years Later (BP)
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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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