H.E.R.O.’s Journey in Tech (17 April 2018) – Appen: The Markets Still Like (Most) Listed Language Service Providers + The Power of Leaders Who Focus on Solving Problems & How 10 Billionaires faced failure


  • Nintendo invites tech startups to pitch ideas for Switch (Nikkei)
  • Rakuten’s integrated services to prize open Japan mobile market; Online retailer’s entry marks industry shift to ‘ecosystems’ (Nikkei)
  • JD.com takes $85 million stake in Allianz China unit (Reuters)
  • Hong Kong-listed shares of China’s ZTE suspended (Reuters); Optical Stocks Tumble After U.S. Blocks ZTE (Bloomberg); U.S. Cuts Off China’s ZTE From American Tech for Seven Years (Bloomberg); ZTE Folly May Spur Chinese Chip Push (Bloomberg)

  • ASE Industrial to take 90% of OSAT industry profits (DigiTimes)
  • Taiwan makers to gain from Murata move to drop lower-end MLCC production (DigiTimes)
  • Leaframe makers raising capacity to meet strong car electronics demand (DigiTimes)
  • Caswell shares soar 56.44 percent; Caswell, whose business involves network communications and industrial computing, is 38.73 percent held by the group through its industrial PC arm, Ennoconn Corp (樺漢科技). (Taipei Times)
  • Foxconn industrial PC unit slows down M&A, eyes ‘Made in China 2025’; Ennoconn sees significant sales contribution from past M&As this year (Nikkei)
  • NextDC to double in size as smartphones drive ‘unprecedented’ demand (AFR)
  • Appen – The Markets Still Like (Most) Listed Language Service Providers (Slator)

Asia Tech & Innovation Trends

  • Toyota to launch ‘talking’ vehicles in United States in 2021 (Reuters)
  • China’s Media Crackdown Sends A Chill Through Its Tech Sector (Forbes)
  • Xiaomi Could Be the Hero GoPro Needs (Bloomberg)
  • Tokyo looks to challenge Japan’s conformism by becoming innovation hub (JapanTimes)
  • Digital Lessons from Go-Jek, Indonesia’s Answer to Uber and Grab (Insead)

Rogue Tech

  • DeClout lenders get charge over Procurri shares (BT)

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

  • Microsoft Turns to Old Enemy Linux to Solve Vexing Tech Threat; The software will be embedded in chips for toys, household appliances, industrial machinery and millions of other internet-connected devices (WSJ)
  • Apple Is Planning to Launch a News Subscription Service (Bloomberg)
  • Apple’s dominance in China is over, UBS says (SCMP)
  • Netflix Proves It Can Raise Prices Without Losing Customers (Bloomberg); Netflix programming binge pays off with subscriber surge (Reuters); Netflix’s advantage is Facebook’s weakness (Reuters); Netflix Subscriber Gains Keep the Cash-Hungry Machine Humming; More people need to sign up for that pricey programming to pay off. (Bloomberg)
  • Netflix sees itself as the anti-Apple (Wired)
  • Netflix: The Future of Entertainment or House of Cards? (Damodaran)

Global Tech & Innovation Trends

  • Unicorns Are Flush With Cash They Didn’t Even Ask For (Bloomberg)
  • Zillow, Aggregation, and Integration (Stratechery)
  • VMware’s Stock Can Drive Further if It Is Out of Reverse (Barron’s)
  • The journey to an agile organization at Zalando (McKinsey)


  • Robert Smith, the richest black person in America, who has figured out a way to re-engineer both private equity and enterprise software—and used this secret playbook to build a $4.4 billion fortune (Forbes)

  • The Power of Leaders Who Focus on Solving Problems (HBR)
  • Why moats are so difficult to dig (AR)
  • How A Millennial Entrepreneur Built A Learning Platform With A $134m Valuation (Forbes)
  • It’s going to be a while till we find ‘the next Steve Jobs’ (Wired)
  • The 7 Habits Of Highly Creative People (APM)
  • How 10 Billionaires faced failure

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