Sameer Singh (@sameer_singh17) from Tech-Thoughts.net comes online with our host Bernard Leong (@bleongcw) to discuss and debate with an Asian perspective on Benedict Evans’ recent piece “New Questions in Mobile”. We first return to a lost discussion where we discuss Uber and its recent problems in Asia and categorically provide an answer to some US pundits that it’s virtually impossible for Google to acquire Uber. Then we discuss Xiaomi with their recent sales figures, fundraising and also what lies ahead for them, and finally discuss the fate of Android OEMs using economic principles, an educated guess to where Google will take Android, and Facebook’s messaging app dilemma in whether to attack Asia’s top messaging apps: WeChat, LINE & Kakao Talk with either Facebook messenger or WhatsApp. Finally, we end with a discussion on why wearables may not be the next big thing but something in Japan that may hold the key to the future.
Here are the interesting links on companies and articles which form the basis for our discussion:
- New Questions in Mobile by Ben Evans with different perspectives in Asia from Sameer Singh & Bernard Leong.
- Uber and Google and Uber’s recent troubles in India and South Korea.
- The discussion on Xiaomi on its revenues, pricing vs engagement, recent funding of US$1B at US$45B valuation. We also discuss Xiaomi’s business model and whether it will avert the fate of Samsung and also rumors about why it is working on Firefox OS.
- Messaging Apps disrupt Advertising