H.E.R.O.’s Journey in Tech (31 July 2018) – Bandai Namco to double down on new IPs Bandai; Namco wants to shift towards fully-owned IPs throughout the next 10 years + Discourses of Epictetus: Book Summary, Key Lessons and Best Quotes

Companies

  • Bandai Namco to double down on new IPs Bandai; Namco wants to shift towards fully-owned IPs throughout the next 10 years (TD)
  • Fighting fakes unavoidable in developing China’s online retail market, says Pinduoduo CEO; China’s lawmakers are looking to make online retail operators directly liable for the sale of fake goods on their platforms (SCMP)
  • Xiaomi’s risky play with P2P lenders: another reason to be bearish; Xiaomi has its own interest in online lending while simultaneously allowing shady lenders to advertise on its platform. What could go wrong? (KRA); Xiaomi, Oppo meet Korean parts makers for foldable phone (The Investor)
  • MediaTek Is Fighting Back Against Qualcomm To Speed Up Cheap Smartphones In China (Forbes)
  • Loss-making E-commerce solutions firm Synagie to raise S$9.8m net proceeds on Catalist (BT)

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

  • How Alibaba is shaping the Chinese entertainment industry; Alibaba has been growing in the entertainment business with an aggressive acquisition strategy since 2014. (TIA)

  • ‘We’re going to war’: The inside story of how Jack Ma took on eBay with Taobao (TIA)
  • Tencent bans thousands of WeChat accounts for peddling fake stock tips as China’s retail investors face volatile market (SCMP)
  • SoftBank builds data empire to challenge US tech giants; Subsidiary Arm’s purchase of Treasure Data to bolster connected-car development (Nikkei)

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

  • Tech bloodletting is nearing $300 billion since the Facebook stock crash heard around the world; Time to short FAANG, says Bank of America (FP); Is the Facebook Flop a Sign of Market Trouble to Come? (Bloomberg); A Trillion Dollars Is Buying Tech Investors a Lot of Headaches (Bloomberg)
  • Facebook Lenses (Stratechery)
  • Did Bezos Just Tease Amazon Plan for Alexa-on-Wheels Home Robot? (Bloomberg)

Asia Tech & Innovation Trends

  • Agora’s Zhao Bin: IPOs Of Chinese Video Streaming Sites Show Maturity, But Opportunities Are Still Plentiful (CMN)
  • Meet the 50 top-funded startups and tech companies in Japan (TIA)
  • Experian leads $28M investment in Southeast Asia fintech startup C88 (Techcrunch)
  • A map to the tech unicorns in Southeast Asia and China; Who are some of the unicorn-to-be(s) in Southeast Asia? When should you invest in them? (KRA)

Global Tech & Innovation Trends

  • BMW’s Alexa integration gets it right (Techcrunch)
  • Logitech acquires Blue Microphones to boost its audio hardware business (TNW)
  • How a tutoring app is using Spotify’s tech for education (TIA)
  • MoviePass woes prompt further plunge in owner’s shares; Future of Helios & Matheson’s film ticketing service in doubt due to cash crunch (FT)
  • Here’s the Secret to Fortnite’s Success (Bloomberg)
  • Robot hand learns real world moves in virtual training (Reuters)

Life

  • Discourses of Epictetus: Book Summary, Key Lessons and Best Quotes (Daily Stoic)
  • The School of Life: An Interview With Alain de Botton (Daily Stoic)
  • Searching for the World’s Best Investments? Begin by “Inverting.” (CWA)
  • Why Ikea Succeeds Around The World While Other Retailers Falter (Forbes)

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