H.E.R.O.’s Journey in Tech (12 December 2018) – Podcast #465: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead


  • China’s Tencent Music raises nearly $1.1 billion in U.S. IPO (Reuters)
  • Trend Micro Predicts More Sophisticated Attacks Will Dominate 2019 (BW)
  • Line acquires Korean cybersecurity firm GrayHash (TIA)
  • Delta Electronics November revenues hit record (Digitimes)
  • Trade Me backs Apax Partners’ $2.4b offer (AFR)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

  • Kids are pretending to be their grandads to outsmart Tencent’s facial recognition system (TIA); As China’s Regulatory Freeze Drags On, Its Gaming Industry Searches For An Answer (Forbes)
  • Alibaba joins funding round for Optibus which is developing technology to help public transport systems in some of the world’s biggest cities (FT)

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

  • FAANG Glory Days May Be Over as Headwinds Persist Into Next Year (Bloomberg)
  • Facebook, Google, Booking.com are Mark Mahaney’s top picks in 2019 (AFR)
  • In Big-Company Standings, $800 Billion Apple Faces New Indignity (Bloomberg)
  • Apple HomePod Heads to China, Beating Amazon and Google (Bloomberg)
  • How Apple Gamed App Pricing; A Supreme Court antitrust case will decide if Apple is responsible for increased pass-through of costs to customers locked into the App Store (Bloomberg)
  • Google has ‘no plans’ to launch censored Chinese search engine, CEO Sundar Pichai says (SCMP)

Asia Tech & Innovation Trends

  • Why Huawei smartphones are so popular all over the world – except in the US, where stores don’t sell them (BI)
  • China’s Big AI Plan: Do Toys Count, Too? (EE Times)
  • Companies unite on autonomous car OS to challenge Google; Toyota, LG and other concerns form foundation to develop open-source system (Nikkei)
  • Shoplifting prevention AI contributed to the arrest of suspects, Japan’s startup VAAK developed (Techcrunch)
  • Indonesia e-commerce leader Tokopedia raises $1.1B from Alibaba and SoftBank’s Vision Fund; The nine-year-old C2C marketplace is now valued at $7 billion (Techcrunch)
  • Grab ties up with Idooh, introduces in-vehicle screens in its cars (FAN)

Global Tech & Innovation Trends

  • A closer look on how Dell is coming back to public markets (FT)
  • Investors Park $146M In Vroom, An Online Delivery Platform For Used Cars (Crunchbase)
  • Stitch Fix tumbles as user growth in holiday quarter underwhelms (FT); Stitch Fix Stock Moves Into Negative Territory for the Year (Barron’s)
  • A Post-Earnings Chat With Okta On SaaS And Enterprise Adoption (Crunchbase)
  • Airtasker chief executive and founder Tim Fung has refuted suggestions the company is in financial peril after investing heavily on overseas expansion and facing the loss of millions on R&D incentive claims that have been rejected by the tax office (Age)


  • Hengan International shares plunge in Hong Kong after short seller brands it ‘worthless’ (SCMP)
  • The Differential Impact of TMT Structure on the Performance of Founder and Non-Founder Led Firms (SSRN)
  • Do Institutional Investors Play Hide-and-Sell in the IPO Aftermarket? (SSRN)
  • Are Investors Aware of Ownership Connections? (SSRN)
  • Podcast #465: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead (AOM)

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