Analyse Asia with Bernard Leong

In episode 332, continuing our last conversation with Benedict Evans, we discuss the major topics that are dominating the global technology landscape. First, Benedict dissect the impact of the COVID-19 pandemic and explain how the forced experiments will shift the immediate future where we work and interact with each other. Moving forward, he discuss what lies beyond the smartphone, specifically touching on VR and AR and analyzed why other technologies such as AI and blockchain are lurking in the background. Finally, he offers his perspectives on our expectations on technology with the dawn of 5G.

Here are the interesting show notes and links to the discussion:

  • Benedict Evans (@benedictevans , LinkedIn, Personal SiteEssays, Newsletter), Venture Partner of Mosaic Ventures & Entrepreneur First & Independent Analyst
  • COVID 19's Forced Experiments
    • Reference: COVID and forced experiments, Presentations: Tech and the New Normal & Tech in 2020: Standing on the shoulders of giants and What comes after Zoom?
    • The COVID 19 have accelerated digital transformation in the past three months more than the last 5 years for certain industries. What are the forced experiments which COVID-19 can help us to understand the evolution of technology, for example, Zoom for video conferencing and what it has and has not solved for us? 
  • Beyond the Smartphone
    • Reference: Should you care about the 5G?
    • Where is the smartphone in the S-curve: the beginning, the middle or the late stage?
    • If we slice and dice the other platforms in the horizon: IoT (or ambient computing), VR or AR, they don’t seem to show the scale that smartphones can extend in terms of their adjacencies. What are the signs that you will identify to show that the smartphone platform is in the decline?
    • What do you think that the contribution of 5G is to the entire telecommunications industry? 
  • Closing
    • Do you have anything from book, article, movie or podcast to recommend to our audience that have inspired you recently?
      • Benedict's recommendation: History of Germany economy in the 1930s-1940s.
    • How can our audience find you?

Podcast Information:

The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

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