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Tech-Thoughts

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Our predictions for the year ahead after a turbulent and unpredictable 2016. We discuss: (a) Softbank’s gambit with Sprint & T-Mobile, (b) Asia messaging apps vs Facebook & Whatsapp part deux, (c) Amazon’s foray into Southeast Asia with Alibaba making a play as well, (d) Uber vs Ola and Grab in consolidation phase and (e) Short-form and live video in Asia vs US/Europe.
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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 ...
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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.
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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 ...
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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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 pri...
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.
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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 ma...
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 -- ...
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Analyse Asia Podcast: 5 Predictions for 2017
Top 5 Events in Asia SoftBank’s gambit with T-Mobile
and Sprint in one [0:57]       Asia messaging apps vs Facebook/Whatsapp part deux [3:00] WeChat’s “mini apps” vs Facebook Chatbots Amazon’s first foray into Southeast Asia – Battleground
between West and ...
Our predictions for the year ahead after a turbulent and unpredictable 2016. We discuss: (a) Softbank’s gambit with Sprint & T-Mobile, (b) Asia messaging apps vs Facebook & Whatsapp part deux, (c) Amazon’s foray into Southeast Asia with Alibaba making a play as well, (d) Uber vs Ola and Grab in consolidation phase and (e) Short-form and live video in Asia vs US/Europe.
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Analyse Asia Podcast: Top 5 Events of 2016
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...
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 ...
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Short-Form Video: A True Disruption to TV
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 pi...
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.
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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 ve...
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?
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Analyse Asia Podcast
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 smart...
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.
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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 engagemen...
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.
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An analyst's perspective of the mobile industry
Introduction
Tech-Thoughts is an analysis of the continuing evolution of mobile platforms, with emphasis on Apple, Android & Microsoft.