Christopher Lowe var tidigare teknologianalytiker på Morgan Stanley och skriver dagligen ett TMT (tecknology, media, telecom)- morgonbrev.
TREND IN FOCUS 1: ELECTRIC PLANES
ELECTRIC PLANES: THOSE CLEVER VIKINGS IN NORWAY tested a two-seater electric plane & predicted a start to passenger flights by 2025
# The nation that buys the most amount of ELECTRIC CARS per head.. want to follow this trend into the air.
# In May 2018 56% of all cars sold in Norway were either pure electric or hybrids against 46% in the same month of 2017, according to official statistics.
THE GOVERNMENT ARE LIKE BIGGLES & GINGER…
# As Transport Minister Ketil Solvik-Olsen and Dag Falk-Petersen, head of state-run Avinor which runs most of Norway’s airports, took a few minutes’ flight around Oslo airport in an Alpha Electro G2 plane, built by Pipistrel in Slovenia.
ITS A TREND IN MOTION…
# As plane makers, Boeing & Airbus are all developing electric aircraft and with declining battery prices , making it feasible to reach a government goal of making all domestic flights in Norway electric by 2040.
& IS PERHAPS ONE OF THE POTENTIAL REASONS WHY WARREN EAST, THE OLD CEO OF ARM, IN ITS HEYDEY MADE ALL THESE AGGRESSIVE JOB CUTS RECENTLY @ ROLLS ROYCE
TREND IN FOCUS 2: WORKSPACE COLLECTIVE
COLLECTIVE: IS A TERM / BUT ALSO A NAME FOR A NEW TYPE OF EXISTENCE .. which potentially could become the disruptive nemesis of WE-WORK. There is clearly a realisation going on amongst young founders, that I know or speak to a lot, that the world is dominated by hard work – in the years of building out your business …. so why be STUNG with FLAT RENT & also living space RENT ?
# Just pay one and live with your work colleagues !
# Why bother with the FAFF of commuting when you can roll out of bed into your office environment
# It’s a natural evolution to live where you work – bit like CAVEMEN & WOMEN… we are regressing back to the early stages of MANKIND
WORK TOGETHER / LIVE TOGETHER – ITS NASCENT NOW .. BUT AS RENTS IN HOT TECH AROUND THE WORLD EXPLODE, WATCH THIS TREND DO SO AS WELL. AS THE YOUNGER GENERATION MOVE TO LIVING IN COMMUNES. LIKE SEVERAL NYC BASED START-UPS, THE COLLECTIVE IS A GOOD FIRST ATTEMPT AT THIS & HAVE CAPTURED THE LOOK & FEEL THAT YOUNG PROFESSIONALS – ESPECIALLY IN THE TECH & CREATIVE INDUSTRIES CRAVE.
SURVEYMONKEY: AFTER MANY YEARS OF TAKING GROUPS OF INVESTORS INTO MEET THE FOUNDERS HERE.. IN PALO ALTO.. WHERE THE FIRST QUESTION WAS… when are you going to IPO .. they finally file for IPO,..
”SurveyMonkey today announced that its parent company, SVMK Inc., has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission (the “SEC”) relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. The initial public offering is expected to commence after the SEC completes its review process, subject to market and other conditions”.
NOW THAT IS SCALE UP LONGEVITY .. FOR THIS LITTLE MONKEY
AMAZON: ARE COMMERCIALISING ALEXA – BY ROLLING OUT INTO THE HOSPITALITY INDUSTRY THROUGH A DEAL WITH MARRIOT HOTELS..
# Alexa for hospitality will assist in providing services ranging from ordering room service to requesting housekeeping or calling the concierge for dinner recommendations without picking up the phone.
# The trial will start this summer at Marriott’s select properties and the service will be available by invitation to other hotel chains
GOODBYE CONCIERGE & ROOM SERVICE DESKS !!!
THE STRONG FUNDING MOMENTUM CONTINUES IN THE US LATE STAGE CYBER-SECURITY VERTICAL..
CROWDSTRIKE: a California-based firm founded in 2011, said it has raised $200m in its series E round of financing, putting the company’s valuation at more than $3bn..
CYLANCE: founded in 2012, said it has raised $120m also in its series E, or fifth round of funding, but declined to disclose the company’s valuation.
BOTH BUSINESS WERE SPAWNED BY EX MCAFFEE EMPLOYEES.
TREND IN FOCUS: VR
VR: ITS BEEN CLEAR THAT THIS TREND WAS CALLED TOO EARLY… & ITS AT LEAST A COUPLE OF YEARS AWAY TO THE COMMERCIAL GRAINS & REAL NEED FOR VR WILL EMERGE, SO ITS NO SURPRISE… that sales of VR headsets have slumped this year, in a worrying sign for companies that have placed heavy bets on the technology becoming the next major computing paradigm.
IDC highlighted hat combined sales of VR & AR headsets, the vast majority of which are VR devices, fell by 30.5% in the first quarter of the year to 1.2m.
# The decline was explained away by fewer manufacturers giving away VR headsets with smartphone sales.
# Its the latest sign that consumers are shunning the futuristic technology..
VR IS TOO ”GIMMICKY” – FULL STOP. THE FORM FACTOR NEEDS TO IMPROVE, BOTH IN LOOK, FEEL & EXPERIENCE. GAMING WILL BE THE CATALYST.. BUT ITS LIKELY TO BE MIXED REALITY THAT OVERTAKES IT. TO SHOW HOW CR*P IT CURRENTLY ALL IS – IT DOESN’T EVEN REGISTER ON THE LILOWE-OMETER
MEITUAN-DIANPING: ARE KEEN TO TAKE ADVANTAGE OF THE VERY OPEN CHINESE IPO WINDOW
# THEY PLAN to sell 10% of their company to raise a $6bn from an IPO
# Valued at $30BN .. two years ago !!!
WHATS THE MAGIC?
# It is the leader in the mobile online-to-offline (O2O) space in China.
# Its platforms excel at allowing customers to search for goods and services online that will optimize their shopping and lifestyle experiences offline.
# The multiple platforms address verticals ranging from daily deals for KTV (Karaoke), movie ticket sales, food delivery, hotel booking, and restaurant reviews.
NOW VALUED AS THE WORLD’S 5TH MOST VALUABLE SCALE-UP, BUILDING UP THE WAR CHEST
THOUGHTS OF THE DAY:
1. INSTRAGRAMUSEMENTS: IS BACK AFTER SOME OMISSIONS RECENTLY..
# BRINGING A NEW MEANING TO THE AMAZON RING FRONTDOOR TECHNOLOGY THAT IS BEING ADVERTISED AGRESSIVELY
# MY OLDEST LILOWE IS STARTING TO AWAKEN TO THE BIRDS & THE BEES… THIS COULD CONFUSE HIM..
# LOVE ISLAND … EVEN THE KING SPEAKS FROM THE GRAVE AS TO HOW BAD IT IS THIS YEAR…
2. CHAOS IN RICHMOND LAST NIGHT … as TWICKENHAM station closes – LEAVING THOUSANDS stranded after the ROLLING STONES PERFORM..HERE IS RIHMOND STATION,, where apparently 20,000 people…
NOT MY USUAL COMMUTE !!
UBER: GETS CAINED ON TWITTER:
@Uber_Support thanks for increasing the rates around twickenham, London tonight after tragic event on the train system 3.9 surge cost. A total of £73.17 for a 6 mile@journey … #classy
GREY OLD DAY IN LONDON.. GO IRAN!!