H.E.R.O.’s Journey in Tech (31 October 2018) – Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era; Delta Electronics Q3 net profit hits record high


  • Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era (BW)
  • Nintendo’s Switch Struggles to Keep Up With Sony’s Older PS4 (Bloomberg)
  • Sony Stock Surge Gives New CEO the Hottest Start in 23 Years (Bloomberg)
  • China’s Top Netflix-Style App Deepens its Bets on In-House Shows (Bloomberg)
  • Delta Electronics Q3 net profit hits record high (FT)
  • Netmarble to buy back shares worth W200b (Investor)
  • IRESS advances in online super advice space (SR); Industry fund, IRESS begin automated advice journey (FS)

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

  • Baidu Sales Forecast Misses Estimates as China’s Economy Slows (Bloomberg)
  • Huge opportunities in current adversity, says Jack Ma in final shareholder letter as Alibaba executive chairman (SCMP)
  • Samsung Refuses to Play Chicken With Capex (Bloomberg)

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

  • How Facebook Failed To Build A Better Alexa (Or Siri) (Forbes)
  • Fortress Facebook Is Suddenly Vulnerable; One of the best corporate success stories of the last decade now faces a lot that could go wrong. (Bloomberg)
  • InvestorPlace highlights Ensemble Capital’s Netflix pricing power analysis (II)

Asia Tech & Innovation Trends

  • Overthrowing Lazada, Shopee leads e-commerce in Vietnam (KRA)

Global Tech & Innovation Trends

  • Big Blue’s takeover of Red Hat could produce an über-cloud; The $34bn deal is yet another sign that open-source software revolutionaries have triumphed (Economist); IBM hopes to stay relevant with Red Hat deal: Ageing behemoth aims to reboot itself and survive in changing tech world (FT)
  • Cloud Growth Slowdown Looms, Suggesting Tech Boom Near Peak (Bloomberg)
  • How Github, and open source software, helps solve social issues with code (Age)
  • Innovations count most for AI startups: Q&A with Xilinx president Victor Peng (Digitimes)


  • The Story of Milton Hershey – The Sweetest Place on Earth (IF)
  • Podcast #453: Leadership in Turbulent Times (AOM)

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