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Thursday, 6 February 2020

Weekend Reading


Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read this week.

Now you can be as fast as Usain Bolt!!
Nike openly promotes the Vaporfly as "the fastest shoe we've ever made," and Vaporflys were worn last year by 31 of 36 of the top finishers at the six biggest marathons in the world.
But rival shoemakers and many in the running community cried foul, saying the shoe's design amounted to "technological doping." The $250 shoes have foam soles and a carbon fiber plate in each heel to help propel a runner's stride.
World Athletics also announced it would be undertaking further research to "establish the true impact" of new technology that could provide a performance advantage, noting that "there is sufficient evidence to raise concerns that the integrity of the sport might be threatened by the recent developments in shoe technology."

Addressable TV - the new frontier for TV ads
A new era is underway in which media companies can show different ads to different households while they are watching the same programme. advancements in dynamic ad insertion have paved the way for marketers to address specific audiences with assets tailored to their tastes and preferences, calling into question the very future of the traditional TV ad as we know it.

A peek into how online ads work
When you click onto a website, the page has some blank boxes that are set aside for ads. Instantly, those slots are posted on an ad exchange, along with data about you (which your browser dutifully hands over). An auction is held, and the winners send their ads to fill the spots. When it works right, you don’t even notice the lag.
Obviously, no person is sitting there bidding on a display ad for a single viewer. With millions of such transactions occurring every day, it’s all done by computers. That means competitive advantage should come down to who has the best algorithms.

Use your mobile to vote
King County, where Seattle is located, announced on Wednesday that it’s implementing smartphone voting for an upcoming board of supervisors election.
King County’s 1.2 million residents can use their cellphones to vote in the election. The board of supervisors election is one of many “pilots” that Tusk plans to implement over the next five years in counties around the US. There’s no indication yet of whether King County plans to expand the system to statewide or national elections.

Tech in 2020: Standing on the shoulders of giants
A very good collection of datapoints on how technology is changing consumer usage patterns specially in the mobile, ecommerce, media consumption spaces. What are the challenges and what are the paths to the future.

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