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H.E.R.O.’s Journey in Tech (2 March 2019) – Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier + Death of the defensive stocks will reshape investor portfolios

H.E.R.O.’s Journey in Tech (2 March 2019) – Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier + Death of the defensive stocks will reshape investor portfolios

Companies

  • The Netflix of China Might Just Be Wishful Thinking (Barron’s)
  • China Animation Appetite Draws Pioneers Back to Bilibili Board (Bloomberg)
  • AI may solve Meituan’s offline headaches (Technode)
  • KKR, China’s Tencent Music eyeing bids for Universal Music – sources (Reuters)
  • Tokyo Electron Sees Potential Mid-Year Chip Rebound (Bloomberg)
  • Trend Micro signs agreement with NISC to share threat information (TO)
  • Bandai Namco Holdings Outlines Company’s April Reorganization (ANN)
  • Zuken Introduces New Solution for 3D Harness Design Optimization (iconnect)
  • Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier. (NE)

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

  • Alipay teams up with Canadian cross-border payment firm SnapPay to expand mobile payment reach (Technode)
  • Alibaba lets Chinese tourists preorder Japan shopping sprees; Partnership with Laox offers duty-free service as visitor spending tops out (Nikkei)

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

  • Facebook says that Workplace now has 2M paying users (TC)
  • Cook Says Apple Is ‘Rolling the Dice’ on Future Products (Bloomberg)

Asia Tech & Innovation Trends

  • Ride hailing platforms under spotlight as China’s transport watchdog slams ‘one sided’ pursuit of traffic, subsidies to achieve growth (Star)
  • China Finalizes Rules for New Technology Exchange in Shanghai (Bloomberg)
  • After picking up $1.5b from SoftBank, Chinese car trading site Chehaoduo says it’ll spend $300m on advertising; After the fundraising, Chehaoduo will be valued above $9 billion. (KRA)
  • Legaltech and the law: How tech will change the practice (BT)

Global Tech & Innovation Trends

  • Cybersecurity companies look to artificial intelligence as they struggle to find human workers (MW)
  • E-Commerce Success Is Killing The Economics Of Cheap Home Delivery (Forbes)
  • Lyft IPO to test investor appetite for founder-controlled tech companies (CNN); Lyft’s IPO filing shows surging revenue, widening losses (Reuters); How Do Lyft and Uber Help Insure Its Millions of Drivers? Build Their Own Insurance Companies (Bloomberg); Lyft Confirms What We Know and What We Don’t; How big is the market for ride-hailing services? How great is the true demand? The answers are elusive. (Bloomberg); Lyft Touts Growth to IPO Investors as Losses Near $1 Billion (Bloomberg); Lyft’s Risk Factors Are the Stuff of IPO Dreams — Bad Ones (Bloomberg)
  • “We have a new era, driven by one major trend, which we wrongly call AI-artificial intelligence. I like to call it artificial stupidity.” (Barron’s)
  • The New Foldable Phones Could Be the Next Big Thing (Barron’s)
  • The future of sports: How Adidas uses technology to stay ahead (FastCo)

Life

  • Death of the defensive stocks will reshape investor portfolios (AFR)
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