10 Jan 2017
2 Jan 2017
Top 5 Events in Asia
- Softbank acquired ARM for US$32B. (See episode 126 with David Corbin) [1:35]
- The Pokemon Go Phenomenon (See 2017 Predictions for the App Economy and episode 127 with Serkan Toto) [4:41]
- Uber and Didi in China (See episode 128 with Josh Horwitz) [10:11]
- India Unicorn Startups Apocalypse (See episode 134 withNewley Purnell) [11:45]
- Ecommerce War between Alibaba and Amazon from India to Southeast Asia with consolidation of companies such as Lazada and Redmart (See episode 143 with Jon Russell) [13:18]
15 Dec 2016
For years, premium video streaming services like Netflix have been viewed as potential disruptors to the traditional pay-TV experience. However, their staggering investments in original content and declining reliance on licensed content paint a different picture.
10 Oct 2016
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
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
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
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.