H.E.R.O.’s Journey in Tech (22 August 2018) – Altium outlines 2025 market dominance vision after record results: “I believe the PCB market is moving to a winner takes all … similar to desktop publishing” + How To Be Productive When Your Life Is In Chaos


  • Sony learns how to mass-produce robot dog aibo; After months of trial and error, company manages to reduce defective models (Nikkei)
  • Tencent’s Gaming Troubles Were Foretold by Its Nearest Rival: NetEase had already flagged bureaucratic struggles. (Bloomberg)

  • Ping An Good Doctor to expand medical services platform in Southeast Asia this year (SCMP)
  • Has Chinese phone giant Xiaomi lived up to its pre-IPO hype? (SCMP)
  • Korea’s Naver backs Southeast Asia-based e-commerce startup iPrice (Techcrunch)
  • Altium outlines 2025 market dominance vision after record results: “I believe the PCB market is moving to a winner takes all … similar to desktop publishing” He also set a new ambitious goal for the company – 100,000 subscribers and 40 per cent market share by 2025, which it believes is the level required to consider the company as having a “market dominance” position. “[Market dominance] is needed to support Altium’s transformative agenda which at its core is to connect the design space to the manufacturing floor. That will let Altium participate in a larger market beyond PCB design software.” (AFR)
  • Carsales forecasts local and international growth (AFR)
  • Sea Loss Widens on Investment in Shopee E-Commerce Platform (Bloomberg)

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

  • Israeli chipmaker taps Baidu to enhance driverless car technology; Intel unit Mobileye targets 2020 as the year ‘robo-taxis’ will take off (Nikkei)
  • SoftBank Invests in Another Car-Sharing Startup: Getaround; The deal is said to value the company at more than $800 million. (Bloomberg); SoftBank-Backed Cohesity Hits $200 Million Annual Sales Pace (Bloomberg)

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

  • Facebook is rating the trustworthiness of its users on a scale from zero to 1 (WaPo)
  • How Facebook — yes, Facebook — might make MRIs faster (CNN)
  • Google’s ‘Tell me something good’ might just restore your faith in humanity (TNW)
  • How Netflix scales their UI design as it expands to 26 languages (TIA)

Asia Tech & Innovation Trends

  • Chinese startup makes facial recognition glasses for police; Xloong counts on demand for surveillance products from authorities (Nikkei)
  • The Chinese internet boom in charts: Number of users now exceeds 800m, more than the US and India combined (FT)
  • Medical equipment and service unicorn Remote Horizon in debt crisis (Technode)
  • Israeli medical startups beat a path to aging Japan; Rising investment drives spread of innovations like smartphone urinalysis (Nikkei)
  • Hitachi to launch AI analysis of hospital leftovers to hasten inpatient recovery (Japan Times)
  • Machine learning: Japan to boost English teaching in schools with AI robots (SCMP)
  • Valued at US$500m, Carousell books $1.73m revenue and $29.8m loss in 2017 as monetization begins (TIA)

Global Tech & Innovation Trends

  • Logitech unveils US$150 gamer mouse in bet on future of esports; Sales in the company’s gaming division increased 57% in the past year, making it Logitech’s fastest-growing and largest division (Star)
  • The undertakers of Silicon Valley: how failure became big business (Guardian)
  • Slack was able to become a $7 billion company by playing nice with others (qz); Unicorn IPOs: come on, Slackers: While a public listing can be delayed, it cannot be avoided indefinitely (FT)
  • The future of transport is massive warehouses filled with robot minivans (qz)
  • GE Offers Lessons as United Tech Goes Digital: A software acquisition highlights a shift to a more centralized approach. That can be problematic if done poorly. (Bloomberg)


  • Accruals Momentum as an Investment Strategy. We find that firms that consistently report high levels of discretionary accruals experience low subsequent returns. Our results also show that the accruals momentum impact is more pronounced for low growth firms, suggesting that the overpricing of stocks with high accruals momentum is driven by managerial discretion to manage earnings. This refutes the possibility that our results are driven by the growth anomaly. (AA)
  • When Companies Want to Innovate, But Investors Won’t Let Them (HBR)
  • How To Be Productive When Your Life Is In Chaos (DF)
  • LuxNet chairman, Hsing Kung, has founded three companies. Among them, SDL was established in 1983, specializing in manufacturing optical communication devices. It was sold for US$41.1 billion 16 years later, awarding early investors a 10,000 times return on their investment (Digitimes)
  • A Chinese Billionaire Is Using His Fortune to Unlock the Human Brain (Bloomberg)
  • 75% of big corporate changes fail. This framework helps you get them right (qz)

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