H.E.R.O.’s Journey in Tech (15 March 2019) – How Artificial Intelligence Could Transform Medicine + Podcast #490: Can You Learn to Be Lucky?

H.E.R.O.’s Journey in Tech (15 March 2019) – How Artificial Intelligence Could Transform Medicine + Podcast #490: Can You Learn to Be Lucky?


  • What Bilibili stakes reveal about Alibaba’s and Tencent’s content strategies (Technode)
  • Live-streaming app Momo posts strong growth in 2018 amid climbing costs (Technode)
  • China’s e-commerce players look to smaller cities to help drive consumption, growth; Alibaba, JD.com, Pinduoduo and Vipshop pursue expansion outside China’s leading metropolises (SCMP)
  • Auto platform Uxin narrows losses on swelling used car sales (Technode)
  • Trend Micro: IoT brings innovation, but also threats (TR)
  • Japan’s Netflix contender bets on youth-driven viral hits; AbemaTV remains an unproven bet for its biggest backer, online ad agency CyberAgent, which launched the network three years ago with TV Asahi (Reuters)
  • 3 Korean carpooling firms ignore Kakao Mobility-led agreement (Investor)
  • Taiwan’s tech industry hunkers down after worst month since 2016; Key iPhone assembler Pegatron warns of a ‘hard year’ ahead (Nikkei)

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

  • Samsung starts mass producing DRAM chip for foldable smartphones (Investor)

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

  • Facebook Is Eroding Trust in Two-Factor Authentication (Medium)
  • Why Were Facebook and Google Allowed to Get So Big?: QuickTake (Bloomberg)
  • DeepMind and Google: the battle to control artificial intelligence; Demis Hassabis founded a company to build the world’s most powerful AI. Then Google bought him out. Hal Hodson asks who is in charge (1834mag)
  • Google Quietly Releases Its Hotel Booking Destination With Potentially Huge Implications (Skift)
  • Amazon now owns Eero, and it promises it won’t snoop on you (Wired)
  • Siri, Tell Us About Apple’s Latest Acquisition (CB)
  • Microsoft targets video game developers in challenge to Amazon’s cloud dominance (JT)
  • Blind users can now explore photos by touch with Microsoft’s Seeing AI (TC)

Asia Tech & Innovation Trends

  • For China drone-maker DJI, the real money in labor-starved Japan is in the industrial sector (JT))
  • Armed With Cash From Chipmaker SK Hynix, Korean Giant Spends Billions On Global Shopping Spree (Forbes)
  • Drivezy, India’s vehicle-sharing startup, is raising $100M+ at a $400M valuation, eyes US expansion (TC)
  • Digital health start-ups in India: The challenge of scale (Forbes)

Global Tech & Innovation Trends

  • How Artificial Intelligence Could Transform Medicine (NYT)
  • Fortnite’s developer is entering the retail business; Epic hopes to break the dominance of a firm called Valve-and another called Google (Economist)
  • The next frontier in real estate technology (TC)
  • Spotify boss warns of price rises in Apple antitrust dispute; Daniel Ek says music-streaming service could have ‘no other choice’ in face of App Store’s 30% fee (FT)
  • Gro Intelligence looks to reap rewards from crop data; Agricultural information group uncovers trends it hopes can counter looming food shortage (FT)
  • Ocado delivers on promise of high-tech future; Evolution into a maker of automated warehouses has changed online grocer’s outlook (FT)
  • Polarr Raises $11.5M For AI-Driven Visual Content Enhancement (CB)
  • DoorDash Has Pulled Ahead of GrubHub, Uber Eats in the On-Demand Food Delivery Race (Fortune)
  • Pandora Pitches Ads Targeted to Amazon and Google Smart Speakers; Brands try to crack voice marketing in the restrictive worlds of Alexa and Google Assistant (WSJ)


  • Nietzsche’s Cure for Negativity: How to Harness the “Will to Power” (Medium)
  • Podcast #490: Can You Learn to Be Lucky? (AOM)

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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