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H.E.R.O.’s Journey in Tech (15 January 2019) – AI Is About To Take The Ship’s Helm Away From Humans; AWS, MongoDB, and the Economic Realities of Open Source + Intellectual humility: the importance of knowing you might be wrong; Why it’s so hard to see our own ignorance, and what to do about it.

H.E.R.O.’s Journey in Tech (15 January 2019) – AI Is About To Take The Ship’s Helm Away From Humans; AWS, MongoDB, and the Economic Realities of Open Source + Intellectual humility: the importance of knowing you might be wrong; Why it’s so hard to see our own ignorance, and what to do about it.

Companies

  • Restaurants face higher costs as food-delivery platforms hike fees, again; The latest increases underscore growing pressure on platform operators such as Meituan and Ele.me to improve profitability. (Technode)
  • Lifull Home’s launches property search engine (AIM)
  • Boeing enlists Japan Inc. in pursuit of electric planes; Sinfonia Technology and unlisted Tamagawa Seiki will lend their expertise in small motors. Aerospace giant seeks cooperation in motors, lightweight materials and factory automation (Nikkei)

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

  • Alibaba faces growing regulatory threat as China’s economy falters; Pressure from Beijing expected to weigh on investors more than country’s slowdown (FT)
  • Alibaba Confident in China Sales Despite ‘Troubling Headwinds’ (WSJ)
  • Alibaba.com wants to move offline trade shows like CES into the online world (SCMP)
  • WeChat is quietly ranking user behavior to play catch-up with Alibaba (TC)
  • TSMC’s $43 Billion Wipeout Will Only Get Worse, Analysts Say (Bloomberg)

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

  • Why Amazon Go May Soon Change The Way We Shop (Forbes)
  • Microsoft’s Security Business Should Be on Investors’ Radar, Analyst Says; “Investors in rivals such as Symantec, Proofpoint and Okta now need to keep a closer eye on Microsoft” (Barron’s)
  • 2019: The year Nvidia gets serious about robots (TNW)

Asia Tech & Innovation Trends

  • Robot Hotel Loses Love for Robots; The robot revolution will have to wait at the Henn na Hotel in Japan, which is laying off low-performing droids (WSJ)
  • Japan warms to cool delivery lockers as online food sales surge; Companies testing market for refrigerated parcel boxes at condos and homes (Nikkei)
  • Media startup Blank seeks KOSDAQ listing (Investor)
  • How mobile payment giants in Indonesia can quit the subsidy rat race (TIA)
  • OnePlus is crushing Apple’s iPhone dream in India (qz)
  • 2018: Year of unicorns (Forbes)
  • Indonesia’s e-commerce tax plan faces resistance (Star)

Global Tech & Innovation Trends

  • AWS, MongoDB, and the Economic Realities of Open Source (Stratechery)
  • AI is becoming more human, and 3 additional trends to watch in this space (e27)
  • Salesforce Commerce Cloud updates keep us shopping with AI-fueled APIs (TC)
  • Health tech: spin-doctors; It makes sense for the largest IT companies to look for a way in (FT)
  • Collaborative transport model aims to disrupt the disrupters; Here works across the mobility market to optimise services, reducing traffic and pollution (FT)
  • Robot surgeons lack tactile sensation to replace humans; Suturing device reduces time to make stitch from 25 seconds to one-third of a second (FT)
  • A Slack Direct Listing Could Tempt Other Tech Unicorns — But It’s Unlikely To Challenge The Traditional IPO (Forbes)
  • Artificial Intelligence Comes To The Construction Site: Startup Pillar Technologies Flags Problems Before Disaster Hits (Forbes)
  • How Algorithms Are Taking Over Big Oil; With the help of artificial intelligence, BP says it needs 40% fewer workers to keep its natural gas flowing in Wyoming. (Forbes)
  • AI Is About To Take The Ship’s Helm Away From Humans (Forbes)
  • How NBC’s New Streaming Service Stacks Up Against the Competition (Barron’s)
  • National Health Service trials AI software to diagnose breast cancer; Kheiron’s test in England aimed at helping hospitals cope with shortage of radiologists (FT)
  • The Future of AI Will Be About Less Data, Not More (HBR)
  • Fintech firms want to shake up banking, and that worries the Fed (Reuters)

Life

  • Intellectual humility: the importance of knowing you might be wrong; Why it’s so hard to see our own ignorance, and what to do about it. (Vox)
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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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