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H.E.R.O.’s Journey in Tech (22 April 2019) – Catalyzing Success: My Interview with Pioneer Founder Daniel Gross [The Knowledge Project Ep. #56]

H.E.R.O.’s Journey in Tech (22 April 2019) – Catalyzing Success: My Interview with Pioneer Founder Daniel Gross [The Knowledge Project Ep. #56]

Companies

  • Zoom’s IPO Surges, But Company Still Has ‘a Channel Problem’ (CF)
  • Subsidized Chinese makers squeeze Asia’s LCD industry; BOE helps push 65-inch panel price below $220, down 30% over past year (Nikkei)

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

  • Why Tencent Shouldn’t Launch a Gaming Smartphone (MF)
  • Samsung Stumble Risks Killing Foldable Phones at Birth; A botched launch could see the technology go the same way as Google Glass. (Bloomberg)

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

  • Amazon and Google End Boycott of Each Others’ Video Services (Bloomberg)
  • 3 fixes for Netflix’s “What to watch?” problem; How streaming apps can solve discovery (TC)

Asia Tech & Innovation Trends

  • Chinese Airbnb rival Tujia aims for profitability in 2019 as it prepares for IPO; Tujia controls nearly half of China’s home-sharing market along with Alibaba-backed rival Xiaozhu. (KRA)
  • About 80% of smart wearables are made in Shenzhen; And more than 92% of China’s smartphones are made in Dongguan. (KRA)
  • To survive trade battles, China manufacturers deploy every weapon they can (Reuters)
  • Who’s afraid of Huawei? Where Asia stands on China’s 5G tech giant (SCMP)
  • The Kids Use TikTok Now Because Data-Mined Videos Are So Much Fun (Bloomberg)
  • NTT to launch trial of farming support service with drones and AI tech in Fukushima (JT)
  • Japan plans periodic reviews of tech giants to protect vendors (Nikkei)
  • Aussie airport self-service tech firm raises $15m (AFR)
  • Grab to integrate public transport data in Southeast Asian mega cities; Ride-hailer eyes train and bus fare payments (Nikkei)
  • How Ola is ‘self-driving’ its way from just cab booking service to mobility giant (FE)

Global Tech & Innovation Trends

  • The Future of Wearable Tech Is Called a Hearing Aid; Even if your ears are fine, you might want a device that translates 27 languages, tracks fitness, and monitors vital signs. (Bloomberg)
  • Silicon Valley’s Grow-or-Die Culture Is Costing Us (Medium)
  • The wave of unicorn IPOs reveals Silicon Valley’s groupthink (Economist)
  • Don’t Worry, Be H(AI)ppy (EET)
  • AI bots are creating mood music to get you through the day (AFR)
  • AVs Need New Compute Platforms (EET)
  • If your image is online, it might be training facial-recognition AI (CNN); Who’s using your face? The ugly truth about facial recognition (FT)
  • Pinterest more like Box than Square (AFR)
  • The Uber lord giveth but drivers pay price (AFR)
  • Online start-ups target $120bn travel activities market; Newcomers backed by SoftBank, Sequoia and others take on Airbnb, TripAdvisor and TUI (FT)
  • Booming e-commerce helped parcel delivery giant DHL Express weather the US-China trade war, says chief executive; Online orders made up for what ‘would otherwise be a subdued trading’ environment between China and the US, says CEO John Pearson (SCMP)
  • Stackla to IPO as Bailador eyes start-up exits (AFR)
  • Intel wastes no time in quitting rocky foray into 5G mobile (Nikkei)
  • ‘Bar Is Higher’ as Tech Shares Soar, Singapore Wealth Fund Says (Bloomberg)
  • With Driverless Cars Running Late, a Startup Tries Remote-Control Trucks (Bloomberg)
  • What Does Uber Love More: Restaurants or Investors? Eateries are getting squeezed by delivery apps. Uber could give up profit to keep them happy, but that’s not what IPO investors want to hear. (Bloomberg)

Life

  • The Most Powerful Lessons People Learn Much Too Late in Life (Medium)
  • Keep Going: 10 Ways to Stay Creative in Good Times and Bad Paperback – April 2, 2019 (Amazon)
  • The Meaning Paradox: Is Life About You or Other People? (DL)
  • The Snow Leopard (Penguin Classics) Paperback – September 30, 2008 (Amazon)
  • Amanda Palmer on Creativity, Pain, and Art (#368) (Tim Ferris)
  • Catalyzing Success: My Interview with Pioneer Founder Daniel Gross [The Knowledge Project Ep. #56] (FS)
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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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