H.E.R.O.’s Journey in Tech (15 April 2019) – Fully integrating AI and healthcare is closer than you think + These are Amazon’s 38 rules for success

H.E.R.O.’s Journey in Tech (15 April 2019) – Fully integrating AI and healthcare is closer than you think + These are Amazon’s 38 rules for success


  • Applied Materials halts work for red-flagged Chinese chip maker; US chip tool leader pulls staff from San’an Optoelectronics following government listing (Nikkei)
  • Koh Young America Opens new Office in Guadalajara, Mexico (iconnect)
  • Life360 is one of the fastest-growing apps in the US, tapping into the concerns of parents and family members about what dangers could befall their loved ones when they are out and about, by recording their locations on a real time online map and up (AFR)

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

  • Tencent launches new blockchain game merging concepts behind Pokémon Go and CryptoKitties (SCMP)

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

  • Facebook’s reckoning? The global battle to regulate social media (FT)
  • The End of iTunes: What It Means for You (TG); From Macintosh to Granny Smith: The rise and fall of Apple (VB)
  • Why Google+ Failed; Google Plus didn’t fail because Facebook is invulnerable. It failed because of deep flaws embedded in it from the very start. (Medium)
  • Tracking Phones, Google Is a Dragnet for the Police; The tech giant records people’s locations worldwide. Now, investigators are using it to find suspects and witnesses near crimes, running the risk of snaring the innocent. (NYT); Google’s Sensorvault Is a Boon for Law Enforcement. This Is How It Works. (NYT)
  • Netflix Now Accounts for 10% of TV Viewing (Medium)

Asia Tech & Innovation Trends

  • The $18 Billion Electric-Car Bubble at Risk of Bursting in China (Bloomberg); China’s Secret Weapon in the Electric Car Race; Local automakers are hoarding the country’s “new-energy vehicle” credits, giving them leverage when renegotiating joint ventures with western rivals. (Bloomberg)
  • Asia’s tech champions zero in on main street banking (Reuters)
  • Is 5G the ‘next big thing’ for investors? Gauge of China-listed 5G stocks shows 75 per cent jump in past 6 months. Red flags include US-China friction, policy changes in Beijing, costs for companies (SCMP)
  • Apple supplier’s rescue leaves Japan red-faced (Reuters)
  • Korea’s TOP100 winner eyes a fraud free future for the e-commerce industry; Lizuna’s ambition is to prevent account takeover fraud and provide safer online transactions (e27)
  • Internet-only banks face murky future amid regulatory hurdles (Investor)
  • Start-up to be ‘Facebook of online shopping’ (AFR)
  • Philippines chases neighbors in Southeast Asian unicorn race; Tale of two ride-hailers — Micab and Grab — shows wide gap in funding and risk taking (Nikkei)
  • Emerging Asia’s startups open own doors to success; 3D flashcards and voice-driven accounting find ways into low-income countries (Nikkei)

Global Tech & Innovation Trends

  • Fully integrating AI and healthcare is closer than you think; Five examples of AI in healthcare and how this collaboration will grow more important in the coming years (e27)
  • Pinterest’s frumpy midwestern charm could make it an international juggernaut (qz)
  • Smart cities are an AI-powered dystopia that’s already happening (TNW)
  • The problem with the tech IPO economy (qz)
  • Uber IPO has 4 big red flags that should alarm you (MW); Uber Makes IPO Case That It’s About the Platform, Not the Losses (Bloomberg); Uber Has a New Growth Story, Just Not a Profitable One (Bloomberg)
  • Here’s how Disney+ will take over the world (Wired)
  • Back to the Old School With Zoho; the infinite store shelf, pioneered by Amazon, has turned the software world upside down (CRMB)
  • Breaking the internet: New regulations imperil global network (JT)
  • Online dating app Match expands in Asia hiring spree; Match taps growing market as it tackles competition from Facebook (FT)
  • Western governments enter uncharted territory as they grapple with problem of harmful content on social media; Governments around the world, including the UK and Singapore, have moved to take a more active role in deciding what constitutes acceptable content (SCMP)


  • These are Amazon’s 38 rules for success (FastCo)

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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