H.E.R.O.’s Journey in Tech (22 March 2019) – It’s Not Enough to Be Right-You Also Have to Be Kind

H.E.R.O.’s Journey in Tech (22 March 2019) – It’s Not Enough to Be Right-You Also Have to Be Kind; Takedowns and clever quips are easy, but empathy and persuasion are better

Companies

  • Kakao acquires 28.9% stake in Tidesquare (Investor)
  • GIS to ramp up in-display fingerprint sensor shipments to Samsung starting 2Q19 (Digitimes)
  • VGI and AnyMind Group sign tech partnership (NM)
  • Nearmap Aerial Imagery Helps Elite Grounds Achieve Ground-Breaking Increases in Accuracy and Productivity (BW)

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

  • Alibaba to run its entire business on the cloud (Technode); Alibaba to step up cloud computing expansion amid growing global demand (SCMP)
  • Fliggy, the online travel platform owned by Alibaba, launches its own shopping portal (KRA)
  • Tencent to begin closed beta for cloud gaming service Start (Technode, KRA)
  • Tencent to cut reliance on China gaming after profit hit (Reuters); Tencent loses steam as new growth engines struggle to take off; Asia’s once-most-valuable tech company suffers steepest profit drop in 14 years (Nikkei); Relax, Things Really Aren’t So Bad at Tencent; Management trimmed its marketing budget, and games monetization is back. That’s good news, really. (Bloomberg); Why Tencent Missed the Mark on Profit by Most in a Decade (Bloomberg)
  • Clouded vision: Masayoshi Son prepares to unleash his second $100bn tech fund; Volatility in tech stocks, the Khashoggi scandal and frictions over governance have changed the mood around the Vision Fund (Economist)

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

  • Apple TV App To Get A Second Life With Video Subscription Service (Forbes)
  • Amazon to Launch Mobile Ads, in a Threat to Google and Facebook (Bloomberg)
  • Google’s new gaming service will let game makers use rival clouds, executive says (Reuters)

Asia Tech & Innovation Trends

  • Wave of layoffs washes over China’s tech giants; Mass demotion at Tencent follows job cuts at JD.com and NetEase (Nikkei)
  • The China Tech Bubble Is Dead. Long Live the China Tech Bubble; Offshore private equity funds struggled to compete with a wave of onshore money. Now it’s retreating, and the water looks more inviting. (Bloomberg)
  • World’s Biggest AI Startup Exploring Cars, Global Expansion (Bloomberg)
  • Chinese smartphone firms jazz up products, seize turf in home market from Apple (Reuters)
  • China’s auto, internet giants set up 9.76 billion yuan fund to invest in ride-sharing industry (Reuters)
  • Meet TikTok, the social media your kids are watching (AFR)
  • Chinese e-commerce platform Little Red Book upgrades its brand partner platform (KRA)
  • Race is on for tech companies like Grab, Ant Financial to gain an edge in SE Asia’s financial services market (SCMP)

Global Tech & Innovation Trends

  • Robotics process automation startup UiPath raising $400M at more than $7B valuation (TC)
  • Rent the Runway hits a $1 billion valuation (TC)
  • Big banks are using AI to keep out of trouble (CNN)
  • Doctor App Babylon Health Offers Quick Appointments, But Grapples With Follow-Up Care For Mental Health (Forbes)
  • Square Stock Is a Buy Because Its Cash App Will Grow, Analyst Says (Barron’s)
  • Spotify enters high-stakes licensing talks with music industry; Universal, Sony and Warner control two-thirds of streaming service’s catalogue (FT)
  • Someone Else Is Making Money on Your Online Returns (Bloomberg)
  • Scientists reveal ancient social networks using AI-and x-rays (Wired)

Life

  • Why book value has lost its meaning: The trouble with intangibles (Economist)
  • It’s Not Enough to Be Right-You Also Have to Be Kind; Takedowns and clever quips are easy, but empathy and persuasion are better (Ryan Holiday)

H.E.R.O.’s Journey in Tech (21 March 2019) – Asian gaming companies face disruption from likes of Google; Next-generation cloud-based gaming will change the face of the industry; Asian gaming market accounted for 45%, or close to $44 billion, worth of the global industry in 2017

H.E.R.O.’s Journey in Tech (21 March 2019) – Asian gaming companies face disruption from likes of Google; Next-generation cloud-based gaming will change the face of the industry; Asian gaming market accounted for 45%, or close to $44 billion, worth of the global industry in 2017

Companies

  • Spotify rival Tencent Music posts maiden quarter loss of $130M on one-off costs (TC); Tencent Music hits low pitch after first earnings report exposes costs (Reuters)
  • ‘Everything app’ Meituan Dianping tumbles as end of lock-up nears; Tencent-backed group has posted widening losses on higher costs (FT)
  • Investors fret about Xiaomi’s game plan, sending shares tumbling; Investors worry about Xiaomi’s ability to transition into higher-profit segments (SCMP)
  • Struggling Meitu lays off 30% of its employees (KRA)
  • Toei Animation Denies ‘Dragon Ball Super’ Return, Insider Stand Firm On Its Comeback (BTC)
  • Citadel Group: signs contracts with RAH and University of Melbourne; CHARM platform goes live (KKM, AN)
  • Fundies take a look at ASX-hopeful ReadyTech’s backers (AFR)

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

  • Tencent seeks new growth in year of transition as consumer businesses mature (SCMP)
  • What is WeChat’s dream? WeChat founder Allen Zhang explains (WC)
  • Samsung expects tough 2019 as memory segment stalls (Nikkei)

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

  • What Facebook needs to learn from WeChat’s group-chat pains (Technode)
  • Instagram Is Asking for PayPal’s Help to Improve Its Shopping Experience (Barron’s)
  • What Facebook’s Privacy Pivot Could Mean for Its Stock (Barron’s)
  • Google’s new gaming service will let game makers use rival clouds, executive says (Reuters); What latency feels like on Google’s Stadia cloud gaming platform (TC); Google throws down clear challenge to gaming world; New video game streaming service has potential to upend $135bn industry (FT); Google Just Showed Us the Future of Gaming; Data centers could make individual game consoles obsolete (Medium)
  • How to book train tickets in India straight from the Google Pay app (TNW)
  • Teams, Microsoft’s Slack competitor, says it’s signed up over 500k organizations, adds whiteboard and live events support (TC)
  • Amazon (sub)Prime? How commingling has contaminated Amazon inventory and paved the way for a huge lemon problem. (FT)
  • Netflix Stock Could Keep Surging Because It Truly Is a Global Company (Barron’s)

Asia Tech & Innovation Trends

  • The China Tech Bubble Is Dead. Long Live the China Tech Bubble; Offshore private equity funds struggled to compete with a wave of onshore money. Now it’s retreating, and the water looks more inviting. (Bloomberg)
  • What makes China a tough yet exciting market for SaaS (TIA)
  • PicsArt hits 130 million MAUs as Chinese flock to its photo editing app (TC)
  • Smart speakers in China are learning dialects (KRA)
  • ByteDance shifts attention to live broadcasting business with its new centralised platform; ByteDance is making moves to amp up revenues from its live broadcasting businesses (KRA)
  • Tencent-backed Kwai launches new app to go after Douyin’s core users (KRA)
  • Ping An acquires Lenovo Smart Medical to help digitalize hospitals (KRA)
  • Asian gaming companies face disruption from likes of Google; Next-generation cloud-based gaming will change the face of the industry (Nikkei)
  • Japanese-led AnyMind raises $8m for AI ads in Bangkok stations (Nikkei)
  • Race is on for tech companies like Grab, Ant Financial to gain an edge in SE Asia’s financial services market (SCMP); Grab vs. Go-Jek: Inside Asia’s Battle of the ‘Super Apps’; The rival ride-hailing services are now dueling to deliver everything from groceries to mortgages to Southeast Asia’s middle class. (Fortune)
  • Indonesian mobile wallet Ovo adds mutual funds investment feature; The move extends Ovo services beyond payment (KRA)
  • Thailand’s mobile-only bank challenges millennials to save (Nikkei)

Global Tech & Innovation Trends

  • The Venture-Capital Bubble Is Going to Burst (Barron’s)
  • Postmates’ newest feature is like Uber POOL for food delivery (TC)
  • How Podcasts Learned to Speak; The once useless-seeming medium that became essential. With 660,000 shows and 62 million listeners, the century’s first new art form enters its corporate stage. (Vulture)
  • Disney Moves From Behemoth to Colossus With Closing of Fox Deal (NYT)
  • The world is coming after Silicon Valley. Tech companies must evolve to survive (CNN)
  • Next Billion-Dollar Startups News: 3-D Printing Startup Markforged Raises $82 Million (Forbes)
  • Walmart’s Chief Technology Officer leaves company as e-commerce wars flare (Reuters)
  • Can Magic Leap’s ‘mixed reality’ find the human touch? The idea that we could be captured for posterity, or teleported for a holographic call, is tantalisingly close (FT)
  • ESPN’s Ex-President Wants to Build the Netflix of Sports (Bloomberg)
  • How an App for Gamers Went Mainstream; Discord has become an indispensable tool for internet creators to connect with their fans. (Atlantic)
  • Franchise Value: videogame IP vs. movie IP (Medium)

Life

H.E.R.O.’s Journey in Tech (20 March 2019) – Tibber, a Norwegian AI to smartly manage energy + His Bosses Rejected His Idea. Then Hans Langer Became A Billionaire From His Plan For Giant 3-D Printers

H.E.R.O.’s Journey in Tech (20 March 2019) – Tibber, a Norwegian AI to smartly manage energy + His Bosses Rejected His Idea. Then Hans Langer Became A Billionaire From His Plan For Giant 3-D Printers

Companies

  • With 23% annual revenue growth, Tencent-backed China Literature wants to be the next Marvel (KRA)
  • Xiaomi has lost almost 30 percent since its highly anticipated trading debut in Hong Kong last July, hampered by plateauing smartphone demand globally and especially in its home market, where it still generated more than half its revenue (Bloomberg); Xiaomi calls on home AI devices for post-smartphone growth (Nikkei); In India, Xiaomi joins the mobile wallet war (TIA)
  • Sony and Nintendo shares drop on Google gaming plans; Internet giant announced launch of cloud-based gaming service (FT)
  • Trend Micro CFO Mahendra Negi expects jump in revenue from India (TO)
  • Rakuten Billionaire Has a New Goal for His 17,000 Workers: Learn to Code (Bloomberg)
  • Atlassian’s Trello aims for the enterprise (TC); Atlassian customer problems behind $US166m AgileCraft acquisition (AFR); Atlassian founders worth $10 billion each after record stock rise (Age)
  • Mindtree founders ‘condemn’ L&T’s hostile bid, call it a ‘grave threat’ (Forbes)

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

  • TikTok operator Bytedance buys gaming start-up in move likely to sharpen rivalry with Tencent (SCMP)
  • Tencent clawing its way back from cliffhanger year, winning rave analyst reviews ahead of earnings (SCMP); Tencent to demote 10% of middle managers as game sector falters (Nikkei); Tencent Music meets profit estimates in first earnings report, shares fall (Reuters)

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

  • Can Google Create the Netflix of Gaming? (Bloomberg); Google’s new Stadia gaming platform is all about streamers (TC); Google’s Stadia game-streaming platform kills downloads and lets you play anywhere (TC); Google skips the console and launches Stadia video game streaming service (CNN, FT)
  • Facebook Live Has Got to Go; The social-media giant may be doing more harm than good with live video (WSJ)
  • Instagram launches shopping checkout, charging sellers a fee (TC); You can now buy products directly on Instagram (CNN); Instagram launches in-app online shopping feature; Facebook-owned platform partners with 20 vendors including Adidas, Burberry and Zara (FT)
  • Teams, Microsoft’s Slack competitor, says it’s signed up over 500k organizations, adds whiteboard and live events support (TC)
  • Apple’s Big Spending Plan to Challenge Netflix Takes Shape (NYT)
  • Why Netflix is diving deeper into interactive storytelling; Netflix announces that Bear Grylls will front its next choose-your-adventure experiment-and there’s more to come in horror, adventure, and romance. (FastCo)
  • Nvidia Stock Will Rise Because of Its Expanding Ecosystem, Analyst Says (Barron’s); Toyota taps Nvidia simulator to develop self-driving cars (Nikkei)

Asia Tech & Innovation Trends

  • Chinese AI start-up Megvii said to plan IPO in either Hong Kong or New York to raise up to US$800 million (SCMP)
  • How AI, facial recognition technologies are revolutionising physical security in Asia (SCMP)
  • Beauty is the new buzzword in China’s tech world; From virtual makeovers to 3D nail polish printers, companies take makeup to the future (Nikkei)
  • China’s tech giants leap over ‘Great Firewall’ to spread message; Huawei uses Facebook and Twitter to counter Trump’s narrative on security risk (Nikkei)
  • Forget Tesla, It’s China’s E-Buses That Are Denting Oil Demand (Bloomberg)
  • Bytedance forms internal platform to support live-streaming business (Technode)
  • In bid to up its monetization game, Q&A site Zhihu expands membership program (Technode)
  • Singapore’s Pine Labs acquires gift card tech company Qwikcilver in $110 million deal (Forbes)
  • Bunnings to launch full e-commerce service (AFR)

Global Tech & Innovation Trends

  • Founders Fund invests in Tibber, a Norwegian AI to smartly manage energy (TC)
  • AI has become table stakes in sales, customer service and marketing software (TC)
  • Camera maker Insta360 raises $30M as it eyes 2020 IPO (TC)
  • Glossier started as a beauty blog and is now valued at $1 billion (CNN)
  • Digital health start-up Doctolib raises €150m at a €1bn+ valuation; French online medical appointment management service cements its ‘unicorn’ status (FT)
  • A Chat About The PagerDuty S-1 (CB)

Life

  • Basecamp CEO and co-founder Jason Fried gives us a peek behind the scenes of his company and discusses his philosophy on doing great work, making a positive difference, and learning to breathe in the fast paced culture of today’s workplace (FS)
  • His Bosses Rejected His Idea. Then Hans Langer Became A Billionaire From His Plan For Giant 3-D Printers. (Forbes)
  • Podcast #491: Everything You Know About Passion is Wrong (AOM)

H.E.R.O.’s Journey in Tech (19 March 2019) – AI algorithms are now shockingly good at doing science; Whether probing the evolution of galaxies or discovering new chemical compounds, algorithms are detecting patterns no humans could have spotted.

H.E.R.O.’s Journey in Tech (19 March 2019) – AI algorithms are now shockingly good at doing science; Whether probing the evolution of galaxies or discovering new chemical compounds, algorithms are detecting patterns no humans could have spotted.

Companies

  • China Literature readies free app as paid user numbers fall (Nikkei)
  • Meituan latest Chinese unicorn to suffer post-listing slump; Delivery platform joins Xiaomi and Ping An Healthcare in getting sidetracked (Nikkei)
  • China’s Largest Streaming Site iQiyi Is Coming After TikTok (Bloomberg)
  • Here’s what you need to know about Wuhan Guide Infrared – China’s biggest thermal imager; China’s public security authorities have also bought Guide’s equipment to help track down criminals, for traffic surveillance, and for use in big infrastructure projects (SCMP)
  • Chinese ethnic music gets global platform; Tencent Music is seeking to introduce the country’s ethnic music to a global audience at a major music festival in the United States (CD)
  • Bandai Namco looks to be continuing development on their own Game Engine (GN)
  • South Korea’s Kakao supplies voice assist for Hyundai cars; AI provides info on weather and stock prices in upcoming Sonata (Nikkei)
  • Innodisk Showcasing Integrated AIoT Solutions with Strategic Partners at Embedded World 2019 (PRNW)
  • Atlassian continues to focus on its base after Slack deal, with another acquisition (MW)
  • WiseTech buying spree boosted by $250m capital raise (AFR)
  • Australia’s Tech Stocks Trump U.S., Asia With 200% Rise (Bloomberg)

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

  • Alibaba AI Labs to introduce AI cold call terminator (KRA)
  • Alibaba launches free streaming of US basketball games (Nikkei)
  • Shenzhen’s public transit now has a blockchain e-invoicing system built by Tencent (KRA)

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

  • These are the robots that help you get your Amazon packages on time (TC)
  • Most Amazon Brands Are Duds, Not Disrupters, Study Finds (Bloomberg)
  • What is Amazon? (ZK)
  • Apple Business Chat drives in-seat drink ordering at Quicken Loans Arena in Cleveland (TC)
  • Apple ready to unveil big bet on television; Will media companies sign up to Apple’s TV platform? (FT)
  • Can Google Create the Netflix of Gaming? (Bloomberg)
  • Nvidia AI turns sketches into photorealistic landscapes in seconds (TC); Toyota doubles down on Nvidia tech for self-driving cars (TC); Nvidia bags Amazon Web Services in its latest data-center chip push (MW); Nvidia partners with Softbank to deploy cloud gaming servers in Japan (Reuters)
  • Streaming wars heat up as rivals prepare to challenge Netflix (JT); Netflix says it will not join Apple TV service (Reuters)

Asia Tech & Innovation Trends

  • Xiaohongshu testing WeChat mini-program in e-commerce expansion (Technode)
  • Chinese social commerce app Peanut Diary fined for alleged pyramid scheme (KRA)
  • Meituan and Tencent-backed Chinese consumer goods platform Yijiupi raises $100m series D+ (KRA)
  • Chinese TechCrunch Rival 36Kr Is Said to Plan Overseas IPO (Bloomberg)
  • China’s crowded co-working industry turns to services amid funding crunch (Reuters)
  • Shenzhen Transsion applies to raise capital on Shanghai’s technology board after taking Africa’s phone market by storm (SCMP)
  • South Korea radar and thermal camera system warns ‘smartphone zombies’ of traffic (Reuters)
  • Corporate training online marketplace GO1 has become the first Australian start-up to be backed by Microsoft’s global venture capital arm M12, (AFR)
  • Singtel signs deal to expand mobile wallet alliance to Japan (Reuters)
  • Southeast Asia hastens 5G shift to close development gap; Vietnam and Thailand aim to parlay technology into advances in self-driving and AI (Nikkei)

Global Tech & Innovation Trends

  • AI algorithms are now shockingly good at doing science; Whether probing the evolution of galaxies or discovering new chemical compounds, algorithms are detecting patterns no humans could have spotted. (Wired)
  • KashFlow founder Duane Jackson has launched Staffology, a payroll SaaS and API (TC)
  • WorkClout brings SaaS to factory floor to increase operational efficiency (TC)
  • S. firm FIS buys Worldpay for $35 billion in payments deal bonanza (Reuters)
  • “A Modified Ponzi Scheme”: 78% Of Tesla Operating Cash Flow Has Come From Customer Deposits (ZH)
  • The Unicorn’s ‘Van Wilder’ moment (FT)

Life

  • Astrophysicist and Author Janna Levin Reads “Berryman” by W.S. Merwin: Some of the Finest and Most Soul-Salving Advice on How to Stay Sane as an Artist (BP)
  • Yes, It’s All Your Fault: Active vs. Passive Mindsets (FS)
  • Kingdee dropped 14 percent after David Webb published a critical report calling it a “bubble stock.” (Bloomberg)

H.E.R.O.’s Journey in Tech (18 March 2019) – Japan’s fish farmers deploy AI and drones to feed hungry world; NEC, KDDI and Sharp bring high-tech solutions to traditional industry

H.E.R.O.’s Journey in Tech (18 March 2019) – Japan’s fish farmers deploy AI and drones to feed hungry world; NEC, KDDI and Sharp bring high-tech solutions to traditional industry

Companies

  • TechnologyOne founder Adrian Di Marco’s 10-year start-up horizon (AFR)

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

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

  • Digital wallet payments surge on Apple Pay: CBA (Age)
  • The Endgame for LinkedIn Is Coming; After two years, Microsoft still hasn’t delivered on its grand vision for LinkedIn. And it may never do so. (Medium)
  • Microsoft-Foxconn Royalty Fight is a Blast From the Past; Microsoft has largely moved away from these kinds of intellectual property deals but is still collecting money from older ones (Bloomberg)

Asia Tech & Innovation Trends

  • Chinese university uses AI to check class attendance rates and find the reasons behind absenteeism (SCMP)
  • China plans multibillion-dollar investment to knock US from top spot in fastest supercomputer ranking; China and the US dominate when it comes to the world’s fastest supercomputers, owning 45.4 per cent and 21.8 per cent of the top systems globally (SCMP)
  • Ping An says artificial intelligence can address car insurance issues arising from three policies on Hong Kong-Zhuhai-Macau Bridge; The gap in mandatory motor insurance requirement is so huge that it is impossible for the governments of Hong Kong, Zhuhai and Macau to find a solution to unify their requirements in the near term. Drivers need three different insurance policies when using the bridge (SCMP)
  • Japan’s fish farmers deploy AI and drones to feed hungry world; NEC, KDDI and Sharp bring high-tech solutions to traditional industry (Nikkei)
  • Aussie entrepreneur’s airline lounge app bought by American Express (AFR)

Global Tech & Innovation Trends

  • Self-Driving Tractors Yet to Convince Farmers to Hand Over Keys (Bloomberg)

Life

H.E.R.O.’s Journey in Tech (16 March 2019) – China’s US$59 billion internet and technology bubble will trap many private-equity investors when it bursts, Bain says

H.E.R.O.’s Journey in Tech (16 March 2019) – China’s US$59 billion internet and technology bubble will trap many private-equity investors when it bursts, Bain says

Companies

  • To beef up the application of AI, iFlytek has leveraged its years of expertise in voice recognition and machine translation in its latest product: a smart recorder. (ECNS)

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

  • Jack Ma to sell Alibaba shares for wealth planning and philanthropic commitments (KRA)

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

  • Facebook departure is a wake-up call for investors (Reuters)

Asia Tech & Innovation Trends

  • China’s US$59 billion internet and technology bubble will trap many private-equity investors when it bursts, Bain says (SCMP)
  • Chinese startup sows seeds of farm revolution with drones and AI; XAG aims to ease grueling work of country’s aging rural population (Nikkei)
  • For Chinese startup Seengene, the future is grounded in mixed reality (Technode)
  • E-commerce complaints surged 126% in 2018: regulator (Technode)
  • How short video app TikTok became the first Chinese-made app to take the world by storm (SCMP)
  • How China’s Two Sessions offer glimpse into tech policy priorities (Technode)
  • China’s Ant Financial, thwarted in the US, is expanding rapidly in Europe (qz)
  • China’s Flexible Screen Pioneer Is Seeking $1 Billion in Funding (Bloomberg)
  • Japan’s Startups Are Innovating Inbound Tourism And Business With High Tech (Forbes)
  • Pay to join, mingle with purpose: community-based startups (Investor)
  • Acko, a digital insurance provider in India, raises another $65M at a $300M valuation (TC)
  • AI and linguistics offers clues to bank risk culture (AFR)
  • Companies prepare for an AI-powered future; Qantas, WorleyParsons and ASX are at the forefront of applying AI (AFR)

Global Tech & Innovation Trends

  • The High Price Of Next-Gen Mobility Apps (CB)
  • Software Maker PagerDuty Files for IPO, Cites 10,800 Clients (Bloomberg)
  • What Is the Future of Ecommerce? 10 Insights on the Evolution of an Industry (Shopify)
  • How Digital Fulfillment Is Changing Manufacturing (HBR)

Life

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?

Companies

  • 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)

Life

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