H.E.R.O.’s Journey in Tech (2 May 2019) – AI is already changing how cancer is diagnosed

H.E.R.O.’s Journey in Tech (2 May 2019) – AI is already changing how cancer is diagnosed


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

  • Samsung Bets It Can Sell Smart-Home Tech by Building the Homes (Bloomberg)

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

  • Facebook won’t tell you one critical detail about its first major redesign since 2004; Unveiling the social network’s redesign, Mark Zuckerberg talked up online groups or digital ‘living rooms’ where people can have more intimate convers (MW)
  • Facebook is doubling down on AI to clean up the social network (CNN); Facebook Wants AI to Screen Content, But Fairness Issues Remain (Bloomberg)
  • Facebook wants to bring your entire body into virtual reality (CNN)
  • iPhone hard hit as global smartphone shipments continue nosedive (TC)
  • Apple’s future comes down to four crucial questions (Age)
  • Alexa in-skill purchasing, which lets developers make money from voice apps, launches internationally (TC)

Asia Tech & Innovation Trends

  • China’s Mass Surveillance More Sophisticated Than Thought (Bloomberg)
  • Huawei to challenge Samsung, Apple electronics lead with 5G TV; Chinese tech company also aims to be a top PC maker in three years (Nikkei)
  • Calsonic lines up key public-private funding for $7bn Magneti deal; Calsonic aims to combine its expertise in electronic parts for self-driving systems with Magneti’s skill in electronic control units to compete with such global rivals as Bosch (Nikkei)
  • Tour package recommendation platform Tripstore operator raises W7.1b (Investor)
  • Rent my wheels: India’s Drivezy brings driver and owner together; Peer-to-peer vehicle-sharing service eyes expansion in US and Southeast Asia (Nikkei)

Global Tech & Innovation Trends

  • AI is already changing how cancer is diagnosed (TNW)
  • Walmart’s Vudu teases original streaming programming, ‘shoppable’ content (MW)
  • GrubHub Soars 10% as CEO Buys Nearly $1 Million in Shares (Bloomberg)
  • Creepy Billboards Track Consumers With AI Cameras That Target Ads Based On Mood (ZH)
  • “Organized Crime Scheme” Ad-Click Fraud Is Costing Companies $50 Billion A Year (ZH)
  • Shopify Bulls Pile on With Even Higher Stock Price Expectations (Bloomberg)
  • Square Sees Revenue Falling Short of Estimates as its cash-register and payments-processing businesses see increasing competition (Bloomberg)
  • Airbnb Spawned an Ecosystem of Startups That Sweat the Details so Owners Don’t Have to; Money has been pouring into digital travel startups that help keep the noise low and the sheets crisp (Bloomberg)
  • TE Connectivity: An Industrial Company You’ve Never Heard of Has a Lot to Say About the Market (Barron’s)
  • When manipulation is the digital business model; Ever looked for an online cancel button and struggled to find it? ‘Dark patterns’ may be to blame (FT)
  • India’s Oyo hotel chain buys @Leisure for €369m; Acquisition of Amsterdam-based group aimed at boosting presence in short-term property rental; Oyo founder Ritesh Agarwal says the acquisition reflects holidaymakers’ increasing preference (FT)
  • Bosch Makes Another Bet on Fuel Cell Technology (Bloomberg)



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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