H.E.R.O.’s Journey in Tech (27 August 2018) – Rakuten Details Plan to Fight Back Against Amazon, SoftBank + 10 Reasons Why It’s Tough to be a True “Intelligent Investor”


  • Rakuten Details Plan to Fight Back Against Amazon, SoftBank (Bloomberg)
  • Trend Micro steps forward to help plug IT security skills gap in KSA; Trend Micro launches security program for Saudi nationals (Menafn); Trend Micro Saudi Academy for Cybersecurity aims to address lack of security skills in the Kingdom (ITP)
  • US high-tech manufacturer Revasum to target tech-hungry ASX investors with IPO; Jerry Cutini, CEO of Revasum, which plans to list on the ASX before the end of 2018, after seeing its US peer Pivotal Systems thrive. (AFR)
  • Excelpoint seeks growth in R&D acquisitions; Tech group starts entrepreneurial and investment arm PlanetSpark to invest in early to mid-stage startups with good R&D. (BT)

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

  • The Samsung sandwich: Squeezed between Apple and Chinese rivals, South Korean giant must break out with innovations (Nikkei)

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

  • Why No One Can Catch Netflix; Streaming service is so far ahead of the competition and knows how to please its customers (WSJ)

Asia Tech & Innovation Trends

  • Investor warns of day of reckoning for 90 per cent of Chinese AI start-ups as funding dries up (SCMP)
  • Global Tech Rally Fractures as Investors Cool on Chinese Firms; Investors’ concerns about recent dips in Chinese tech stocks raise uncertainty for sector’s continued surge (WSJ)

  • China’s Tech Growth Is Getting More Expensive; Investors need to reassess profit assumptions. (Bloomberg)

  • Can Uber and Didi chuxing take japan for a ride? Tokyo has banned ride-sharing services and its fabled transport system means there’s limited demand for them anyway. Even so, Uber and Didi Chuxing are keen to gain a foothold in the world (SCMP)
  • Southeast Asia’s seed investors bulk up for ‘mega’ fundraising; Veteran venture capital firms scale up investment to keep pace with capital-hungry startups (Nikkei)

Global Tech & Innovation Trends

  • The Startups Rocket CEO Samwer Wants to Become the Next Zalando (Bloomberg)
  • The Chip That Changed the World; Jack Kilby built the first integrated circuit 60 years ago. We need a new Moore’s Law. (WSJ)
  • MoviePass needs a serious side hustle if it’s going to survive (qz)


  • 10 Reasons Why It’s Tough to be a True “Intelligent Investor” (Validea)
  • How Gmail happened: The inside story, as revealed by creator Paul Buchheit (TIA)
  • The 3 steps to building a monopoly, according to Peter Thiel (TIA)

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