10 Oct 2016

The Google Assistant and Tick-Tock Paradigm Shifts

The underlying theme of Google's recent hardware event had little to do with hardware and everything to do with their vision for an artificial intelligence-centric computing world. Sundar Pichai's rationale for this vision was based on previous revolutions in computing -- the PC, Web and then smartphones. However, realizing this vision will be challenging because of the tick-tock pattern that characterized these paradigm shifts.

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26 Sep 2016

Analyse Asia Podcast: With Friends Like These, Who Needs Enemies

Continuing our last discussion, we analysed changing alliances in the transportation and gaming industries. In particular, we focused on two interesting cases that transition from co-operation to rivalry: 1) Google vs. Uber in ride-sharing and autonomous vehicles, and 2) Niantic vs. Nintendo in the mobile gaming space. Will these companies continue to co-operate, or will their rivalries drive them apart?

19 Sep 2016

Analyse Asia Podcast: iPhone 7 Event

I joined Bernard Leong on the Analyse Asia Podcast for a two part conversation on recent events in technology. In this episode, we discussed Apple's iPhone 7 event and its potential impact. We also examined upgrade cycles and structural changes in the smartphone industry. Finally, we also discussed Apple’s prospects on the home and automobile market.

1 Sep 2016

Autonomous Ridesharing: Can Google Compete with Uber?

The advent of autonomous vehicles has the potential to reshape existing network effects, introduce new competitors and turn the ride-sharing industry on its head. However, very few competitors have the assets in place to constitute a threat to Uber. The primary challenger – Google – has some obvious assets in place, but the most important one is always overlooked.

2 Aug 2016

Pokémon Go: An Opportunity for App Developers

It appears that Pokémon Go's success has not cannibalized other mobile games or apps. Instead, it has expanded the market by engaging users when they typically do not use smartphones. This has also given app developers a blueprint to increase user engagement and open up new revenue opportunities.

21 Jul 2016

Pokemon Go and the Physical Web

My last post on Pokemon Go focused on underlying business model innovation -- specifically, Niantic's location-based APIs and the potential of sponsored locations as a lucrative revenue stream. The scale of Pokemon Go's unprecedented success has already made this a reality as its upcoming launch in Japan will see all 3000+ McDonalds outlets in the country become sponsored in-game "PokeGyms". The significance of this event cannot be overstated -- Niantic is on the verge of becoming the first tech company that closes the online-offline loop, i.e. one that can drive measurable real-world foot traffic at scale.

12 Jul 2016

Pokemon Go and Business Model Innovation

Pokemon Go

After months of hype, Pokemon Go finally began rolling out in a few countries this week. At this point, I can safely say, it has turned out to be one of the biggest viral hits in recent years. While the Pokemon IP played a significant role in the game's quick uptake, I believe that Pokemon Go's status as the first accessible augmented reality game at scale will be much more important to its long-term success. There are multiple elements of business model innovation at play here, far deeper than a simple extension of pre-existing IP.

20 Jun 2016

Google vs. Apple: Contrasting Approaches to App Store Evolution

B&H - Android Instant Apps

This year, Google I/O and WWDC seemed to lack the excitement seen in years past with most announcements being fairly mundane -- a combination of maintenance/incremental updates and "me-too" products -- inevitable at this point in the maturity cycle. The most interesting part of these developer events was really the contrasting approaches Google and Apple have taken to evolve the app ecosystem. Unsurprisingly, both approaches are diametrically opposed to each other and favor each company's business model. However, the "winning standard" will necessarily be one that better serves the needs of both consumers and developers.

19 May 2016

Analyse Asia Podcast Part 2: Apple in Asia and Autonomous Cars

Continuing our discussion from the last episode, we analyzed Apple’s Q1 2016 earnings and challenged the notion whether Apple’s Asia (India and China) and their rumored car strategy will revitalize growth. Through the lens of the Apple rumored car, we dived deeper into a conversation on artificial intelligence & autonomous vehicles.

16 May 2016

Analyse Asia Podcast Part 1: Facebook vs. Asian Messaging Apps

I joined Bernard Leong’s Analyse Asia Podcast in a two-part episode to discuss major themes in the technology space from messaging apps to self driving cars. In part 1, we discussed the recent announcements from Facebook’s F8 conference, including chatbots and video live streaming. From there, we analyzed the implications of Facebook’s announcements and their impact on Asia from video advertising to messaging apps. Finally, we explored business models driving artificial intelligence companies.