H.E.R.O.’s Journey in Tech (14 February 2019) – How a Sydney startup is using artificial intelligence to fix sewerage pipes + Bill and Melinda Gates 2019 Annual Letter

H.E.R.O.’s Journey in Tech (14 February 2019) – How a Sydney startup is using artificial intelligence to fix sewerage pipes + Bill and Melinda Gates 2019 Annual Letter


  • Tencent-backed Douyu files for $500m IPO in New York (KRA)
  • Recruit Holdings Q3 revenue rises 6%, HR technology boosts growth (SI)
  • PKSHA makes Sapeet of 3D algorithm development a subsidiary (TC)
  • E . Guardian started startup support project (TC)

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

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

  • Apple Doesn’t Need to Be Netflix to Succeed at Video; The iPhone maker can have a robust business without revolutionizing entertainment. (Bloomberg)
  • Apple aims for April launch of TV service with CBS, Viacom and Starz (Reuters); Apple Invites Hollywood Stars to Video Service Launch (Bloomberg)
  • The Cost of Apple News (Stratechery)
  • Apple’s Autonomous Cars Need Much More Human Help Than Its Rivals (Bloomberg)
  • Jeff Bezos and Amazon are taking over suburbia (qz)
  • Amazon: Eeros and villains; Planned purchase of WiFi start-up will only add to scrutiny over tech data collection (FT)
  • Google to Spend $13 Billion on Data Centers, Offices Across U.S. (Bloomberg)
  • Waymo builds big lead in self-driving car testing; Data show widening gap in autonomous vehicle race with Uber going into reverse in 2018 (FT); Apple ramps up self-driving program as Waymo says its tech improves (Reuters)
  • Nvidia Stock’s Future Is in Artificial Intelligence, Says Analyst (Barron’s)

Asia Tech & Innovation Trends

  • To subsidize drivers, Didi racks up annual loss of US$1.6 billion (KRA)
  • China’s gig economy losing ability to absorb laid-off factory workers (TIA)
  • China’s Stock Traders Are Snapping Up Everything 5G (Bloomberg)
  • Man vs machine: China’s workforce starting to feel the strain from threat of robotic automation (SCMP)
  • Reading between the lines of China’s secondhand e-commerce market (Technode)
  • What does Tiktok’s rise mean for Facebook and Snapchat? (Technode)
  • Demand for memory chips in Asia might be picking up soon, analysts say (CNBC)
  • ALTBalaji subscriptions reflect rising popularity of OTT streaming in India; Even as the telecom regulator considers fresh regulations of the OTT sector, mobile content streaming is surging in the country (Forbes)
  • Singapore is Asia’s most ready nation for autonomous vehicle adoption (Edge)
  • How a Sydney startup is using artificial intelligence to fix sewerage pipes (Age)

Global Tech & Innovation Trends

  • Yelp barely lives up to revised promises, but it just promises more (MW); Yelp Users Bemoan Disappearing Recommendations, Adding to Company Troubles (Bloomberg)
  • Driverless Car Data Shows Robots Are Improving But Still Need Human Hands; California records show safety operators in GM and Waymo test vehicles are taking the wheel less (WSJ)
  • Xnor’s saltine-sized, solar-powered AI hardware redefines the edge (TC)
  • Bill Gates-backed Vicarious Surgical adds a virtual reality twist to robots in the operating room (TC)
  • First Robo-Trucking Unicorn? TuSimple Delivers $95 Million Funding Round (Forbes)
  • AI will soon decide what we eat (TNW)
  • EA Paid Twitch Gamers to Battle Back Against Fortnite (Barron’s)
  • Beware Investing in Uber and Other ‘Unicorns’ Going Public, Goldman Sachs Says (Barron’s)
  • TripAdvisor Earnings Send Stock Down as Analysts Cite Concerns (Barron’s)
  • Startup Accelerates AI at the Sensor; claims that its novel techniques of processing neural-networking tasks at the level of sensor signals will undercut rivals in power and cost (EE Times)
  • Shipments of 3D sensing-enabled Android smartphones to boom, says Digitimes Research (Digitimes)



  • Bill and Melinda Gates 2019 Annual Letter: Textbooks are becoming obsolete. Software is finally changing how students learn. (Gatesnotes)

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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