H.E.R.O.’s Journey in Tech (19 February 2019) – Altium sets out target for $500 million revenue by 2025 + Jim Collins – A Rare Interview with a Reclusive Polymath (#361)


  • Xiaomi restructures mobile phone business as company moves away from ‘flat’ structure (Technode)
  • Lifull earns $9.1 million in Q1 (AIM)
  • Global market risks expected to drag on Airtac sales (TT)
  • How Innodisk differentiates from other industrial flash storage providers. (TT)
  • Altium sets out target for $500 million revenue by 2025 (AFR)
  • Royal commission provides growth opportunities, says Netwealth (SMH)
  • Wotif founder Graeme Wood’s plan to shift Brisbane into the AI era with Mawson Ventures (AFR

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

  • Key Investors Are Unhappy With SoftBank Tech-Investment Fund; High valuations of Vision Fund investments-and the decision-making role of SoftBank chief Masayoshi Son-have led to concerns (WSJ)

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

  • Facebook behaving like ‘digital gangsters’ who spread fake news: British lawmakers (JT); Google and Facebook’s Next Big Fight; The EU regulator nicknamed “Mr. GDPR” wants to go way beyond privacy and into antitrust. The linking of these two things should worry the tech giants. (Bloomberg); Facebook is out of control and politicians have no idea what to do (Guardian)
  • Facebook joins Amazon and Google in AI chip race; Company needs faster hardware for smart digital assistant and real-time video moderation (FT)
  • The latest Instagram influencer frontier? Medical promotions.; Big pharma is partnering with influencers to sell new drugs and medical devices. (Vox)
  • Meet the man helping Amazon’s Alexa rule the world (AFR)
  • Apple could be looking for its next big revenue model (TC)

Asia Tech & Innovation Trends

  • Chinese Tech Giants Seek Further IPO Rule Changes in Hong Kong (Bloomberg)
  • Sharp takes wraps off new RoBoHoN, with apps aimed at getting families and firms used to ‘life with robots’ (JT)
  • Taiwan’s once-glorious tech brands pushed out by cheaper Chinese rivals; Asus and HTC smartphone market shares sink below 1% (Nikkei)
  • Why Indian payment firms think the RBI’s plan to expand the industry is a bad idea (qz)
  • Mom and pop 2.0: Asia’s traditional retailers embrace tech; India’s StoreKing and Indonesia’s Warung Pintar are not out to disrupt an industry (Nikkei)

Global Tech & Innovation Trends

  • VCs aren’t falling in love with dating startups (TC)
  • Lessons from an integration: A conversation with Worldpay’s Mark Heimbouch (McKinsey)
  • Google-backed fintech GoCardless eyes Aussie ‘subscription economy’ (Age)


  • Jim Collins – A Rare Interview with a Reclusive Polymath (#361) (Tim Ferris)
  • Turning the Flywheel: A Monograph to Accompany Good to Great Paperback – February 26, 2019 (Amazon)
  • Short Money Rules (Morgan Housel)
  • The Delicate Art of Conquering Fears (ZR)
  • Malcolm Gladwell on Why the Best Decision-Makers Are a Little Bit Irrational (Heleo)
  • How Bill Gates remembers what he reads (qz)

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