H.E.R.O.’s Journey in Tech (Weekend Reads 28-29 July 2018) – CyberAgent: Industry’s first game video distribution platform “OPENREC.tv” concluded a licensing agreement with SEGA for live distribution; The Purpose Of Life Is Not Happiness: It’s Usefulness

Companies

  • CyberAgent: Industry’s first game video distribution platform “OPENREC.tv” concluded a licensing agreement with SEGA for live distribution. “OPENREC.tv “Is a game video platform that CyberZ runs, enjoying game play and original programs, e-sports competitions can be enjoyed. We opened OPENREC STUDIO, the largest domestic e-sports studio in Japan, in Tokyo in 2018. (4gamer)
  • ‘Internet of things’ sends Hitachi to record Q1 profit; Japanese company’s info and telecom segment takes on bigger role in earnings (Nikkei)
  • Video sharing site Bilibili removed from app stores amid Beijing’s content ‘clean up’ (SCMP)
  • 3 takeaways from my visit to Meituan-Dianping’s headquarters (TIA)
  • Inari Amertron expected to register a robust earnings compounded annual growth rate (CAGR) of 31% from FY17 to FY20F. underpinning the growth would be three core pillars. The first is radio frequency (RF), which benefits from the transition to 5G and rising content per device. The second are laser devices, which are boosted by increasing biometric and augmented reality (AR) applications in smartphones. The third is LED, which rides on rising demand for high-resolution billboards in shopping malls. (Star)

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

  • Pony Ma loses US$710 million as Facebook rout weighs on shares of Chinese social media giant Tencent; Tencent shares have plunged by 22 per cent since January, wiping off about HK$1 trillion in market value (SCMP)

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

  • Move over Faangs, make way for Maga And then there were four . . . Microsoft, Apple, Google and Amazon are taking the market higher (FT)
  • Instagram not an instant fix for ailing Facebook (Reuters)
  • Would Facebook Consider Paid Subscriptions? (Barron’s)
  • Amazon Leads Tech Rivals in an Era of Shifts (Barron’s)

Asia Tech & Innovation Trends

  • China’s Pursuit of Western Tech Assets Hits a German Roadblock; Berlin’s move reflects a growing effort in the U.S. and Europe to throw up obstacles to Chinese purchases of cutting-edge technology (WSJ)
  • How Grab’s CEO steered it from a garage in Malaysia to Southeast Asia’s most valuable tech unicorn; How Anthony Tan has taken a taxi-hailing app to keep drivers and riders more safe into an everyday app to book cars, bicycles and even food delivery services (SCMP); Grab aims to stay on top with evolution into ‘everyday superapp’; Moving beyond ride-hailing crucial to overcoming competition and regulation (Nikkei)

Global Tech & Innovation Trends

  • LinkedIn adds voice messages for some reason (CNN)
  • WeWork bondholders have no claim on its Asian business (FT)
  • Is MoviePass using DryShips’ ATM manoeuvre to raise cash? (FT)
  • Advanced Micro Devices CEO Su: Data Center Is Our No. 1 Priority (Barron’s)
  • Twitter CEO: User Cleanup Work ‘Doesn’t Have an Endpoint’ (Barron’s)
  • Pandora now owns AdsWizz, which should allow it to benefit from growth in audio on and off the streaming service (MW)

Life

  • The Purpose Of Life Is Not Happiness: It’s Usefulness (Medium)
  • The Heart to Start: Win the Inner War & Let Your Art Shine Paperback – December 13, 2017 (Amazon)
  • Embracing Uncertainty: Breakthrough Methods for Achieving Peace of Mind When Facing the Unknown Paperback – March 15, 2004 (Amazon)
  • Feel the Fear . . . and Do It Anyway Paperback – December 26, 2006 (Amazon)
  • How an innovative agency helped change the world: Policymakers should seek to replicate Arpa, the US institution that founded the internet (FT)
  • How Netflix acted like a first place brand (and why you should too) (Medium)
  • Want breakthrough success for your business? 7 keys to making “Black Swans” happen. (Medium)

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