H.E.R.O.’s Journey in Tech (Weekend Read 21-22 April 2018) – NetEase Challenges Chinese E-Commerce Giants On New Battleground: Own Label Retail + The LKK Group’s 1000-year plan


  • NetEase Challenges Chinese E-Commerce Giants On New Battleground: Own Label Retail. NetEase’s e-commerce businesses, which includes cross-border arm Kaola, has upped its net revenue by 160% to $1.8 billion . With Yanxuan’s portfolio now covering 10,000 products, Ding aims to rake in more than $3 billion from the site in 2018, as it bids to catch up with the likes of Taobao and JD.com. (Forbes)
  • Hikvision Digital Technology gets almost a third of its sales outside its home country (Bloomberg); Foreigners Can’t Get Enough of This Chinese Surveillance Stock (Bloomberg); Hangzhou Hikvision Digital Technology’s Net Profits Up 22.6% In Q1, 2018 (Reuters)

  • India’s Set to Get its First $100 Billion Company in a Decade (Bloomberg)
  • Hamamatsu Photonics has developed compact laser diode modules that emit a uniform high-intensity beam capable of pumping high-power industrial pulsed solid-state (Hamamatsu)
  • Delta Electronics to showcase smart manufacturing solutions at Hannover Messe 2018 (Digitimes)

BAT – Baidu, Alibaba, Tencent

  • Alibaba buys Chinese chipmaker to aid IoT biz, help drive local chip sector (Reuters); After launching its own chip, Alibaba buys Chinese AI chipmaker (Technode); Alibaba is making its own neural network chip (Technode)

Asia Tech & Innovation Trends

  • Chinese President Xi Jinping outlines vision for country’s future as internet and technology power, pledging more state support (WSJ)
  • Why proptech and real estate tech will be important in Asia (e27)
  • Startup ecosystem report: China is rising while the US is waning (Techcrunch)
  • Hatching dragons: Aussie game tops Apple’s augmented reality apps (TheAge)
  • Flipkart’s AI Future (Forbes)
  • Walmart’s Acquisition Of Flipkart Will Be A Good Deal For E-Commerce In India (Forbes)

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

  • Facebook and Apple Embody New Tech Divide (Barron’s)

  • Alphabet Soup: Google is Alpha, but where are the Bets? (Damodaran)
  • This Chart Reveals Google’s True Dominance Over the Web (Visual)

  • With Its Prime Disclosure, Amazon Redefines Big (Barron’s)
  • This Is Amazon Go’s Real Innovation (Fortune)
  • Apple Can’t Cut Its Dependence on Rival Samsung’s Screens; Manufacturing problems at South Korea’s LG Display could force Apple to rely solely on its competitor for high-end and costly smartphone screens (WSJ)
  • How Netflix’s Customer Obsession Created a Customer Obsession (Medium)

Global Tech & Innovation Trends

  • Musiio uses AI to help the music industry curate tracks more efficiently (Techcrunch)
  • The Looming Battle Over AI Chips (Barron’s)
  • EUV orders to drive ASML revenue growth in 2Q18 (Digitimes)
  • TI, Taiwan makers team up to develop car electronics solutions (Digitimes)
  • E. Makes a Sharp ‘Pivot’ on Digital (NYT)
  • VMware’s Stock Can Drive Further if It Is Out of Reverse (Barron’s)


  • The LKK Group’s 1000-year plan: The Lee family has been selling its Lee Kum Kee sauces for 130 years. Sammy Lee is now thinking about the next millennium (Forbes)
  • Casualties of Your Own Success; Paranoia in the face of success is extremely hard but in hindsight it’s the closest thing to a secret weapon that exists. (Morgan Housel)
  • How to Scale Impact: Lessons from Starbucks Founder Howard Schultz (Medium)
  • 7 Traits of Super-Productive People (HBR)
  • How Liberty University Built a Billion-Dollar Empire Online (NYT)
  • Business Lessons from David Chang (Momofuku Noodle Bar and Food Television Personality) (25iq)

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