H.E.R.O.’s Journey in Tech (4 February 2019) – Japan’s “Society 5.0” initiative is a roadmap for today’s entrepreneurs

H.E.R.O.’s Journey in Tech (4 February 2019) – Japan’s “Society 5.0” initiative is a roadmap for today’s entrepreneurs


  • How China’s largest online travel agency connects the world: An interview with Ctrip CEO Jane Sun (McKinsey)
  • Keyence wins Chinese automation demand amid slowdown; Sensor maker captures clients’ need for small to medium-scale factory upgrades (Nikkei)
  • Nintendo stock falls 9.3% over lower Switch console sales target; Market unimpressed with new chief’s plans for movies, theme park rides and Tokyo store (FT)
  • Sony raises fiscal 2018 net profit outlook on solid game and music businesses (JT); Sony Drops Most Since 2016 on Weak PlayStation 4 Demand (Bloomberg)
  • Asmedia Still Likely Building AMD Chipsets (ET)
  • Korean tech giants try to better predict traffic. Launched in 2011, Kakao navi has emerged as one of the most popular apps among drivers, with up to 1.4 million users. (Investor)

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

  • Improving mobile revenue without hurting brand, among Baidu Robin Li’s new year objectives (KRA)
  • Alibaba and Fosun are about to invest into theAsianparent, SEA’s Babytree (KRA)
  • To break growth bottleneck, WeChat Pay now binds the elderly with their children’s cards (KRA)
  • SoftBank’s Vision Fund in talks to invest $1.5 bln in Chinese used car platform -sources (Nikkei)
  • TSMC thrashes Intel on semi tech (FZ)

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

  • How do you turn around the culture of a 130,000-person company? Ask Satya Nadella (qz)
  • Tim Cook Is Right: Why Differentiating Apple From Other Tech Giants Is Such A Smart Move (Forbes)
  • Apple held hostage by its Chinese puzzle; How iPhone maker’s success manufactured the rise of Huawei (Nikkei)
  • Why Amazon Will Never Buy FedEx (Barron’s)
  • Waymo and other self-driving car makers powering a $3.7 trillion shift (AFR)
  • Netflix, but for video games; If game streaming works, the market could expand even further (Economist)
  • AWS and Microsoft reap most of the benefits of expanding cloud market (TC); Amazon Web Services brought in more money than McDonald’s in 2018 (qz)

Asia Tech & Innovation Trends

  • Chinese second-hand car platform Uxin accuses rival of faking revenue data (Technode)
  • Will China lose its tech mojo as venture capital for start-ups gets harder to come by? (SCMP)
  • Is China’s corruption-busting AI system ‘Zero Trust’ being turned off for being too efficient? (SCMP)
  • Meet the ‘godfather’ of China’s smartphone industry: Duan Yongping is the founder and chairman of Dongguan-based BBK Electronics Corp. Privately held BBK is behind smartphone brands Oppo, Vivo, OnePlus and Realme (SCMP)
  • Japan’s “Society 5.0” initiative is a roadmap for today’s entrepreneurs (TC)

Global Tech & Innovation Trends

  • How A Surprise Breakfast Burrito Helped Twilio Acquire SendGrid In A $3 Billion Deal (Forbes)
  • Meet the scientists who are training ai to diagnose mental illness (Verge)
  • AI Trends In 2019; Using the NExTT framework, we looked at the industry adoption and market strength of these trends, categorizing them as necessary, experimental, threatening, or transitory (NExTT). (CBI)
  • Can AltSchool—The Edtech Startup With $174M From Billionaires Like Zuckerberg And Thiel—Save Itself From Failure? (Forbes)
  • Spotify in talks to buy podcasting giant Gimlet Media (MW)
  • With Intel CEO choice, the bean counters are in charge of Silicon Valley’s most storied tech company (MW)
  • Symantec, Proofpoint earnings drive rally in cybersecurity stocks (MW)
  • The Best Tech Products Will Overcome Volatile Times (Barron’s)
  • The Cost of Self-Driving Cars Will Be the Biggest Barrier to Their Adoption (HBR)
  • LegalTech Companies Snap Up $106M In VC During Active January (CB)
  • Tech giants are the new gatekeepers (Axios)
  • How AI Is Driving The Next Phase Of Autonomy (Forbes)


  • Origins of Greed and Fear (MH)
  • McKinsey’s Three Horizons Model Defined Innovation for Years. Here’s Why It No Longer Applies. (HBR)

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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