Pigs’ AI

Large tech companies are starting to realise the importance of applying exponential technologies to the food supply chain. In Asia specifically, customers worry a lot about the safety of the food they are eating and scandals occur often.

One way to deal with this, and make very decent money on the way, is to apply technology to all sectors of the chain: sensors throughout the breeding process to track every single swine, gathering and analysing data for safety and health controls and upgrading these lacklustre industries to modern standards.

TIA’s Why Alibaba is investing in AI for pigs

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Disruptors

Excellent video summary of 19 industries that are prone to disruption by blockchain-based start-ups. Here are some examples:

  • Smart contracts based on real-word data (for insurance, futures market etc): Aethernity
  • Ride-sharing platforms: Arcade City
  • Distributed Cloud Storage: Storj
  • Charity donation: BitGive Foundation
  • Supply-Chain data analytics: Provenance.org

Future Thinkers’s 19 Industries The Blockchain Will Disrupt

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The Swapy Network

Blockchain technologies are obviously going to affect financial services companies. The wide availability of credit globally combined with a de-centralised platform to move funds around combine for an obvious outcome: C-to-C fundraising for personal credit. And it was only a matter of time before someone came up with such a platform.

The Swapy Network is currently on its initial coin offering and is planning to go live in Brazil first before expanding worldwide. Keep an eye out…

As a side note, it is clear that blockchain tech will become a substitute to banks; however the current set-up is complicated, difficult to trade and annoyingly hard to code. My feeling is that Ethereum or other similar technologies will take a larger chunk of the market in the coming years.

SU on Swapy Network

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Upwards

Central bank accommodation and monetary looseness might be coming to an end. After six years of virtually nil fed funds rate, the Fed under Yellen and now under Powell, is starting an upward cycle that to me might go faster than the market thinks.

With the US economy buoyant, unemployment at all-time low and markets breaking records, the recent tax legislation signed by President Trump back in December seems like the over-heating might actually become real. The Fed is surely looking at this trends and might consider increasing the pace of rates increases in 2018.

My take: start taking down those long US equities…

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Financials in the Digital World

Really interesting take by HBR on how financial statements in the digital era are becoming redundant and new metrics have to be used to quantitatively harness the value present in digital companies.

Examples such as WhatsApp’s $19bn sale to Facebook whilst having no revenues and Twitter’s lack a profit since inception only go to prove that today’s investment decisions are not driven solely by management accounts. And this is something that we at iCare Benefits have come across lately. During our latest investment round in 2016, one of the main pitching angles to our panel of potential investors was the non-tangible stickiness of the iCare platform for our customers. By positioning ourselves as the everyday retailer of our clients, we were harnessing intangible value through the increased share-of-habit that we were instilling in our networks (both on customers but also on suppliers). This allowed us to not only experience high customer returns but also increase data gathering through our digital infrastructure.

But conveying this to investors as a value creator well outside of the financial statements was a hefty task.

HBR’s Why Financial Statements Don’t Work for Digital Companies

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