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India Journalism Tech

Netflix and Amazon Trail a Local Video Rival in India That’s Now Disney-Owned

2019 06 06 hotstar netflix amazon

That’s the headline on my most recent story, out Tuesday.

It begins:

NEW DELHI—To win in India, home to many of the world’s next billion internet users, Netflix Inc. and Amazon.com Inc. are copying the tactics of a video-streaming service built for the local market.

Hotstar dominates the Indian market. Launched four years ago by media conglomerate Star India as a mobile-first streaming platform for watching cricket, movies and TV, it now has 300 million monthly users—roughly 10% more than YouTube, India’s second-biggest video content platform. While only three million users pay for access, that is still more than Amazon has, and more than twice as many as Netflix. Walt Disney Co. now owns Hotstar.

Netflix and Amazon, shut out of China and facing stiff competition in the maturing U.S. market, are adopting the strategies that fueled Hotstar’s success—low prices that the average Indian viewer can afford and loads of local content in multiple Indian languages.

Netflix is churning out Indian-language dramas, love stories and thrillers and slashing its monthly rates. Amazon has signed up local stand-up comedians and backed a “Sex and the City” clone about a group of women in Mumbai that is broadcast in three Indian languages.

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India

Newley’s Notes 178: Tsu-NaMo; Fake Pelosi Vid; SF Blues; Beagle Puppies

abstract

🇮🇳 Well, it’s official: Indian Prime Minister Narendra Modi is back.

In a big way.

Official results out Thursday showed he’s won a sweeping mandate for another five years.

🌊 “NaMOMENT,” “Yes! Prime Minister,” “Modi Tsunami,” “Modi Magic,” “Tsunamo.”

Those were among the newspaper front page headlines on Friday. I posted some photos of them here on Newley.com.

🤔 So, what does Modi’s reelection mean for U.S. firms, like Amazon and Walmart, that are pouring billions of dollars into India?

For my latest story, I spoke with several folks to answer that question. The lede:

U.S. technology firms recently facing pushback in India, the world’s biggest untapped digital economy, can expect more scrutiny following Indian Prime Minister Narendra Modi’s resounding re-election, according to executives and analysts.

“Electorally there’s no gain in mollycoddling Amazon and Walmart,” one senior executive at a tech firm told me.

Here are ten items worth your time this week:

🔍 1) Facebook on fake Pelosi video: Being ‘false’ isn’t enough for removal [Politico]

“Facebook said Friday that a video doctored to depict House Speaker Nancy Pelosi slurring her words will remain on the social network because false information alone does not violate the site’s rules.”

🕵️ 2) In Baltimore and Beyond, a Stolen N.S.A. Tool Wreaks Havoc [NY Times]

“Since 2017, when the N.S.A. lost control of the tool, EternalBlue, it has been picked up by state hackers in North Korea, Russia and, more recently, China, to cut a path of destruction around the world, leaving billions of dollars in damage. But over the past year, the cyberweapon has boomeranged back and is now showing up in the N.S.A.’s own backyard.”

🔮 3) Amazon Is Working on a Device That Can Read Human Emotions [Bloomberg]

“Amazon.com Inc. is developing a voice-activated wearable device that can recognize human emotions. The wrist-worn gadget is described as a health and wellness product in internal documents reviewed by Bloomberg.”

🌁 4) How San Francisco Broke America’s Heart [Washington Post]

“Tech isn’t what everyone talks about in San Francisco. It’s money. Real estate, income inequality, $20 salads, the homeless, adult children unable to move out, non-tech workers unable to move in.”"

🎸 5) Sofar Sounds house concerts raises $25M, but bands get just $100 [TechCrunch]

“Tired of noisy music venues where you can hardly see the stage? Sofar Sounds puts on concerts in people’s living rooms where fans pay $15 to $30 to sit silently on the floor and truly listen.”

⛵ 6) ‘It could change everything’: coin found off northern Australia may be from pre–1400 Africa [The Guardian]

“…the most likely scenario is that the Portuguese, who looted Kilwa in 1505, went on to set foot on Australian shores, bringing the coins with them.”

🌏 7) What Changed My Mind About Climate Change? [The Bullwark]

“As Cato’s director of Natural Resource Studies (and later, as a senior fellow and eventually vice president), I maintained that, while climate change was real, the impacts would likely prove rather modest and that the cost of reducing greenhouse gas emissions would greatly exceed the benefits. I changed my mind about that, however, because (among other things) I changed my mind about risk management.

⚔️ 8) An illustrated guide to all 6,887 deaths in ‘Game of Thrones’ [Washington Post]

“And after eight seasons of continually rising body counts, we can definitively confirm — “Valar Morghulis” — all men must indeed die.”

📊 9) How Data (and Some Breathtaking Soccer) Brought Liverpool to the Cusp of Glory [NY Times Magazine]

“Analytics has famously influenced the tactics in professional baseball and basketball in recent years. Ultimately, it may have just as great an impact on soccer, which traditionally hasn’t relied on statistics to figure out much of anything.”

🐶 🤩 10) When food is life [Instagram video: doglover_s]

🐱 😂 BONUS LINK: UPDATE – FOUND CAT – NEED OWNERS ASAP!! [Craigslist]

💡 Quote of the week:

“What an astonishing thing a book is. It’s a flat object made from a tree with flexible parts on which are imprinted lots of funny dark squiggles. But one glance at it and you’re inside the mind of another person, maybe somebody dead for thousands of years. Across the millennia, an author is speaking clearly and silently inside your head, directly to you.” – Carl Sagan

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👊 Fist bump from New Delhi,
Newley

Categories
India Journalism Tech

Modi’s Re-Election Means More Scrutiny for U.S. Tech Giants

2019 05 26modi tech

That’s the headline on my newest story, out Friday. It begins:

NEW DELHI – U.S. technology firms recently facing pushback in India, the world’s biggest untapped digital economy, can expect more scrutiny following Indian Prime Minister Narendra Modi’s resounding re-election, according to executives and analysts.

They expect Mr. Modi’s government to continue tightening restrictions on American titans such as Amazon.com Inc., Walmart Inc. and Facebook Inc.’s WhatsApp.

U.S. firms have been pouring billions of dollars into the country of 1.3 billion people in part because, unlike China, India has provided a level playing field for foreign firms at a time when hundreds of millions of people are getting online thanks to cheaper mobile data and smartphones.

Click through to read the rest.

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India

Modi’s Big Win: Some Newspaper Front Pages Here in India

modi election front pages

more modi election front pages

“NaMoMENT,” “Yes! Prime Minister,” “Modi Tsunami,” “Modi Magic,” “Tsunamo.”

Indian Prime Minister Narendra Modi (aka NaMo) is back. In a very big way.

Above are some newspaper front pages from Friday, after official results came out.

The lede and from a story by my colleagues Eric Bellman and Corinne Abrams:

Prime Minister Narendra Modi, India’s popular nationalist leader, won a sweeping mandate for a second five-year term, setting the stage for more economic reform of the fast-growing economy and more divisive social policies for his Hindu supporters.

Categories
India Journalism

India Antitrust Watchdog Sniffs Around E-Commerce Players

india_ecommerce_amazon_flipkart

That’s the headline on my newest story, a scoop out yesterday with my colleague Rajesh Roy.

The lede and first few grafs:

NEW DELHI–India’s antitrust watchdog is assessing the domestic e-commerce sector, a step that could have consequences for Amazon.com Inc. and Walmart Inc.’s Flipkart, which dominate online sales in the country.

In a questionnaire dated May 17, the Competition Commission of India says it is seeking to understand the evolution of the e-commerce industry, the sector’s methods and strategies, business practices and “implications for competition,” according to a copy reviewed by The Wall Street Journal. Ernst & Young is conducting the study, according to the 14-page document, which is marked confidential.

The questions cover the percentage of products sold by categories, inventory practices, how pricing decisions are made and total sales volume, among other subjects.

“What if tomorrow Amazon takes over Walmart-controlled Flipkart or vice versa? Wouldn’t there be a complete monopoly? This needs to be checked,” said an official at India’s Ministry of Corporate Affairs who declined to be named. The ministry oversees the Competition Commission.

A spokesman for the Competition Commission of India didn’t respond to a request for comment about the questionnaire Tuesday. Representatives in India for Ernst & Young, Amazon and Flipkart also didn’t immediately respond to requests for comment.

Click through to read the rest.

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India Journalism Tech

SoftBank Doubles Down on Indian Grocery Venture

softbank_grofers

That’s the headline on my newest story, an exclusive out yesterday. It begins:

NEW DELHI–SoftBank Group Corp. is doubling down on its bet on an Indian grocery-delivery startup, in the global investor’s latest foray in the world’s largest untapped tech market.

Grofers India Pvt. said Wednesday that it received just over $200 million in a funding round led by the Vision Fund, which SoftBank Chief Executive Masayoshi Son is using to invest in cutting-edge technologies. Tiger Global Management and Sequoia Capital, two other prominent tech investors, also participated in the round, said Grofers, which is based in Gurgaon, India.

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India Journalism

India Investigates Google for Suspected Android Abuse

google india

That’s the headline on my most recent story, out Friday, which I wrote with my colleague Rajesh Roy.

It begins:

India’s antitrust watchdog is investigating whether Alphabet Inc.’s Google used its Android platform to block rivals, New Delhi’s latest move to try to tamp down American tech behemoths.

The investigation launched by the Competition Commission of India resembles a case last year in which the European Union fined Google $4.87 billion for what it said was abuse of its dominant Android mobile operating system to boost its own business, according to an Indian government official with knowledge of the matter.

The case is another example of antitrust authorities in many parts of the world taking cues from the EU, which has been investigating Google for nearly a decade.

“We have consulted the EU and the U.S. on the matter, and decided to move forward with the investigation as primary scrutiny suggests abuse by Google,” said the official, who declined to be identified.

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India

New Delhi Snapshot: Fortune Teller and his Smartphone

Spotted recently here in the Indian capital: a fortune teller consults his smartphone.

Categories
India Journalism

WhatsApp Users Spread Antivaccine Rumors in India

2019 04 15 whatsapp vaccine india

That’s the headline on my latest story, out Saturday. It begins:

Antivaccine misinformation, some of it from social media posts in the West, is spreading in India on WhatsApp, undermining efforts to root out measles and rubella in a country where tens of thousands of people are struck by the diseases each year.

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Categories
India

New Delhi Snapshot: Newspaper Front Pages as Elections Begin

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Here were some newspaper front pages yesterday morning as the Indian elections kicked off.

Some 900 million people will be voting over the next six weeks.

(Pun of the day: “poll party.”)