H.E.R.O.’s Journey in Tech (7 February 2019) – SaaS Stocks Hit Fresh Highs

H.E.R.O.’s Journey in Tech (7 February 2019) – SaaS Stocks Hit Fresh Highs


  • Here’s what you need to know about Hikvision, the camera maker behind China’s mass surveillance system (SCMP)
  • Gaming company NetDragon is betting big on China’s US$64 billion online education market (SCMP)
  • China’s PDD to Raise More Than $1 Billion in Alibaba Challenge (Bloomberg)
  • Linksys And Trend Micro Join Forces To Deliver New Security Features To Velop Users; Connected Home Division of Foxconn Interconnect Technology Doubles Down on Network Security and Parental Controls (PRNW)
  • Mercari replicates CarTune’s listings (AIM)
  • Innodisk Ready for the Surge of AIoT at Embedded World 2019 (PRNW)
  • Info Edge’s Zomato secures Rs 284 Cr funding; Zomato is locked in a battle for leadership with Swiggy in India’s fast-growing online food ordering space. (ET)

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

  • Four Key Product Principles from WeChat’s Creator (a16z)
  • SoftBank dumps entire Nvidia stake and hints at more to come (Nikkei)

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

  • In ‘Zucked’, an Early Facebook Investor Explains What Went Wrong (Barron’s)
  • Scoot over Microsoft: Apple again the most valuable U.S. company (Reuters)
  • Apple suppliers in Japan chop $900m off profit estimates (Nikkei)

Asia Tech & Innovation Trends

  • Service robots lend a hand at China’s banks and railway stations; Mechanical assistants could cut costs, but technology has kinks to work out (Nikkei)
  • Toyota rolls out Lexus subscriptions for $1,800 a month; New service offers a fresh car every six months for ownership-shy spenders (Nikkei)
  • How Narendra Modi’s political priorities ambushed Amazon and Walmart, and benefited India’s richest man (JT)

Global Tech & Innovation Trends

  • SaaS Stocks Hit Fresh Highs (CB)
  • Tech Trends 2019 (Deloitte)
  • AI 100: The Artificial Intelligence Startups Redefining Industries (CBI)
  • What’s next in AI for healthcare? Medical diagnostics, clinical trial enrollment, report says (BHR)
  • Why Spotify is betting big on podcasting; The acquisitions of Gimlet and Anchor show a service that thinks podcasts are big business (TC)
  • Uber’s Secret Gold Mine: How Uber Eats Is Turning Into A Billion-Dollar Business To Rival Grubhub (Forbes)
  • Why FabFitFun’s Founders Raised $80 Million And Their Plan To Challenge Stitch Fix (Forbes)
  • Fund industry must use the right type of machine learning; Simply following Amazon’s successful model sets up investors for disappointment (FT)
  • Why Spotify wants to be like Netflix now (qz)
  • Big data: legal firms play ‘Moneyball’; Is the hunt for data-driven justice a gimmick or a powerful tool to give lawyers an advantage and predict court outcomes? (FT)
  • Recruitment Startups Realize, With The Help Of AI, Less Is More (CB)
  • We Analyzed 12 Of The Biggest Direct-to-Consumer Success Stories To Figure Out The Secrets To Their Growth – Here’s What We Learned (CBI)
  • The Future Of Payments: Fintech 50 2019 (Forbes)
  • Profits at The New York Times show media dinosaurs are ruling the internet (TC)
  • Profile of Slack founder Stewart Butterfield (Wired)
  • ‘It’s their moat’: How Shopify built an $800 million partner ecosystem (DD)
  • Match Beats Estimates as Tinder’s Growth Is Fueled by International Users (Bloomberg)
  • Ashton Kutcher-backed meditation app Calm valued at US$1 billion; Calm aims to help people tackle mental health issues such as anxiety and insomnia through mediation sessions and tutorials (SCMP)



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