因開發 CryptoKitties (迷戀貓) 一炮而紅，近期並與 NBA 合作推出區塊鏈收藏品遊戲平台
NBA Top Shot 的加拿大新創 Dapper Labs，於今 (13 日) 宣布，完成最新一輪 1,100 萬美元資金募集，並同時宣布開發可滿足
DApp 擴容、可應用在娛樂與遊戲等領域的區塊鏈公鏈 Flow。
本輪投資由 Andreessen Horowitz 的加密貨幣基金領投，新加入的投資機構包括
Accomplice、AppWorks、Autonomous Partners 和華納音樂集團 (Warner Music Group)，以及現有投資機構
Union Square Ventures、Venrock、Digital Currency Group、Animoca Brands、SV Angel、Version
One 與 CoinFund 等。本輪的個人投資人則包括 Zynga 前執行長 Don Mattrick、《The Business Blockchain》作者
William Mougayar、James and Glenn Hutchins 與 Nanon de Gaspe Beaubien-Mattrick 等。
選擇要專注的領域後，另一個新手常見的誤區，就是經常反覆學習「已知的知識」。變成一直在新手圈裡跨不出去，我稱之為「新手舒適圈」。舉例來說，許多 Web 開發新手，經常反覆學習各種 HTML 標籤，卻遲遲做不出想要的網頁畫面；Android 開發新手，則持續練習處理靜態的畫面、簡單的按鈕互動，卻不知道怎麼串接後端資料、處理用戶的網路行為。
相較於制度完善、發展成熟的大公司，新創最大的不同，就是處於產業風口、成長快速，但人力精簡、變化多且快，沒有太多可以參考的既定
SOP 或過往成功經驗，為了求生存或 Time to Market，不論是商業模式、發展策略、產品或服務，隨時都可能調整、優化，經常會從市場反饋中，修正預定的計畫與執行方式，工作節奏需要快、狠、準。
一旦新創獲得商業成功，經歷過草創階段、一路走來的員工，個人的身價與名聲，自然跟著水漲船高。對於職涯的選擇，Google
前執行長 Eric Schmidt曾說過一句名言：「如果有人給你一個在火箭上的位子，不用問它在哪裡，上去就對了！」(If
You’re Offered a Seat on a Rocket Ship, You Don’t Ask What Seat. You Just Get
On.)
過去兩年，台灣正快速跟上全球的 AI 浪潮，在各個相關領域蓬勃發展。2018 年，行政院提出「台灣 AI 行動計畫」，全面啟動產業 AI 化，加速產業創新發展；大約在同時間，國發會主導的「亞洲・矽谷計畫」，也將 AI 納入重點發展領域。
擁有良好的先天條件，讓台灣逐漸成為大東南亞 (東協各國＋台灣) 的 AI 重鎮。包括 Google、Microsoft、IBM 等科技大廠，在過去兩年，陸續宣布在台灣成立亞洲最大的 AI 研發中心。 以 Google 為例，自 2018 年 1 月購併 HTC 手機部門，共獲得 2,000 位工程師、設計師等人才後，緊接著在 3 月啟動「智慧台灣計劃」(Intelligent Taiwan)，宣布第一階段，將在台灣招募超過 300 位 AI 工程師，並為台灣培育 5,000 位 AI 人才。而 Microsoft 與 IBM，也都宣布在台灣招募的 AI 工程師規模達數百人。
台灣在發展 AI 上，和大東南亞各國相比，有優秀的人才與完整的產業鏈兩大優勢。在人才方面，台灣每年有超過 10,000 名資訊相關科系的畢業生投入職場，而根據 OECD 統計，台灣學生在科學教育的排名高居全球第 4 名，因此，在 AI 領域中，不論是人才的質量或數量，和大東南亞各國相比，台灣 AI 工程師的水準都具有比較優勢；此外，台灣過去三十年來，在科技製造業累積了深厚的底蘊，在 AI 延伸的 IoT、大數據、工業 4.0 等應用上，台灣的產業聚落，擁有全球獨步的軟硬體整合優勢。
在 AI 新創的表現上，台灣也不斷有值得讓人期待的明日之星冒出頭來。領頭羊 AppWorks Accelerator 於 2018 年中宣布限定招募 AI / Blockchain 新創，至今已經畢業兩期共 65 個新創，其中 39 個是 AI / IoT 新創，也貢獻了台灣 Ecosystem 的蓬勃發展。
數位行銷、電子商務發展成熟，提供 AI 新創成長沃土
根據 AppWorks 的「2019 台灣 AI 生態系地圖」(Taiwan AI Ecosystem Map 2019) 的調查，台灣最早投入 AI 領域的新創，可追溯至 2010 年成立、專攻成效型行銷廣告的 Tagtoo (塔圖科技)，除了站穩台灣市場外，Tagtoo 近年也積極拓展大東南亞市場，並在 2018 年，獲得亞洲知名行銷社群 CMO Asia 評選為 2018 年印尼最佳品牌獎。
Tagtoo 快速崛起的背後，代表台灣在數位行銷、電子商務高度發展後，進入 AI 時代，已孕育出一批在數位行銷、廣告領域中嶄露頭角的新創。例如，提供 AI 數據跨螢行銷解決方案的 Appier，先後完成從種子輪、A 輪一路到 C 輪的募資，共獲得超過 8,200 萬美元的資金挹注。其他像提供電商個人化推薦模組的 Rosetta.ai、開發再行銷 (Retargeting) 聊天機器人的 Akohub，都是極具代表性的 AI 新創。
AI 新創銜接台灣科技製造能量
在台灣的 AI 新創中，另一個值得注意的趨勢，則是整合軟硬體的 AI 應用，串接台灣科技製造產業鏈。例如，2014 年成立的 Umbo CV (盾心科技)，是台灣 AI 新創中，成功進入歐美市場的典範，在超過 30 個國家有長期付費企業用戶，包括緯創、群聯都是 Umbo CV 的股東。Umbo CV 專攻智能安全監控，研發擁有自我學習與分析能力的影像辨識技術，所打造出的軟體平台可透過監控的影像 Data，學習並辨識影像中人、車、動植物等物件，以及侵入、群眾聚集、火災等特殊事件。除了軟體平台，Umbo CV也開發出搭配用的硬體攝影機，用AI科技，改變了監控產業原本要靠保全以肉眼24小時監看的模式。
展望未來，對 AI 新創來說，AppWorks 認為可把握三個創業機會。第一個，是自動化高人力成本的工作，例如律師、會計師、醫師等高所得的職業中，利用 AI 來協助處理重複、例行、無聊的工作；第二個，是運用 AI 來做人類本來做不到的事情，例如同時根據成千上萬個考量因素 (遠超過人腦同時處理資訊的能力)，協助電商運用 AI 來做個人化推薦；第三個，則是在 AI 普及化的過程中，開發出更多不需要具備撰寫程式能力，一般人就能使用 AI 的工具。
Jun is an Analyst covering both AppWorks Accelerator and Greater Southeast Asia. Born and bred in America, Jun brings a wealth of international experience to AppWorks. He spent the last several years before joining AppWorks working for Focus Reports, where he conducted sector-based market research and interviewed high-level government leaders and industry executives across the globe. He’s now lived in 7 countries outside US and Taiwan, while traveling to upwards of 50 for leisure, collectively highlighting his unique propensity for cross-cultural immersion and international business. Jun received his Bachelors in Finance from New York University’s Stern School of Business.
In the first half of 2019, Taiwan’s blockchain industry shook off last year’s steep decline in crypto prices and proceeded to show positive developments. These past few months saw Taiwan’s financial authority, the Financial Supervisory Committee (FSC), release the first draft of security token offering (STO) regulations, while also pledging more resources to further incubate the country’s blockchain capabilities.
Although there weren’t as many new ventures created compared to 2017 and 2018, existing players in Taiwan’s blockchain industry have been resilient. Since we released our first blockchain ecosystem snapshot 6 months ago, only 8 organizations have ceased operations and were taken off the chart.
At the same time, leaders like MaiCoin, BitoEX, and OwlTing have begun diversifying their service offerings and developing new solutions to fast-track user adoption. Meanwhile, the small handful of new additions, including KrytpoGO and Bincentive, are seemingly more attuned to industry pain points, at least compared to their peers.
Proliferation of exchanges
Unsurprisingly, exchanges continue to serve as the most pervasive application serving the blockchain/crypto space. In addition to becoming the first operator in Taiwan to apply for the STO sandbox, MaiCoin Group, which operates MAX exchange, is trying to reshape Taiwan’s capital markets by opening up the country’s first physical storefront to process KYC in person. Through face-to-face interaction, the group hopes to build up trust and credibility in an industry that’s been ripe with scams, hacks, and privacy breaches.
At the same time, some exchange operators are now leveraging their technical acumen to branch into infrastructure plays. Local exchange BitoEX is now building a blockchain-based system to track and store data relating to any SME’s supply chain finances. Given the immutability of distributed ledger technology, banks can comfortably use the information to facilitate commercial loans or appraise assets without the fear of compromised data. The data can also aid regulators in evaluating companies that want to eventually tokenize their assets and conduct an STO.
These past 6 months have also seen new exchanges emerge. ACE Exchange, for example, has been attracting its initial crop of users through the allure of initial exchange offerings (IEO), an alternative financing vehicle in which the exchange itself vets, facilitates, and lists a project’s token offering.
Among the many exchanges out there, however, none captured the attention of industry stakeholders more than COBINHOOD. In an almost netflix drama-like fashion, the homegrown, zero-fee cryptocurrency exchange experienced ongoing internal power struggles and shareholder disputes that eventually led the founder Popo Chen to suspend the local entity and let go all of its staff. COBINHOOD and the affiliated protocol initiative DEXON are now on lockdown while all technical and legal controversies are resolved.
Responding to market demands
Although the quantity of new projects may have declined compared to previous years, blockchain solutions have certainly become much more tailored to immediate market needs.
For example, since cryptocurrency service providers such as exchanges and wallets have not been subject to strict supervision, the blockchain industry generally lacks infrastructure related to regulatory compliance. KryptoGO is a newly established regtech startup that developed a solution to help banks and regulatory agencies analyze on-chain data to help automate risk control.
Bincentive, on the other hand, fully believes in the future of cryptocurrencies and aims to help traditional investors get a piece of the action. By combining AI, social trading, and smart contracts, the startup has developed a Smart Mirror Trading Platform that essentially allows clients to not only follow, but mirror the trades of vetted crypto traders, who then earn a share of the profits. Through this platform, Bincentive hopes to bridge digital currencies with traditional financial assets, helping the former to eventually become a recognized alternative investment class in and of itself.
Additionally, OwlTing—an early mover in Taiwan’s startup landscape—officially launched OwlTing Blockchain Services (OBS), a collective offering of blockchain solutions incorporating 6 years of experimentation spanning multiple industries including food traceability, hotel management, travel, and anti-counterfeiting. Last year, the company raised US$10M from Japanese venture capital firm SBI.
Regulations get more defined
This past June, the FSC released a draft of what may be the “world’s first” set of STO regulations. Under the new provisions, startups can be approved for STOs as early as October this year, but are still held to a relatively short leash. Those fundraising via security tokens are capped at NT$30 million (~US$1M). Furthermore, only accredited investors are allowed to invest, with a limit of NT$300,000 (~US$10K) in any single project. Any startup looking to raise in excess of the set threshold must apply to the regulatory sandbox, just as MaiCoin has.
As applications of cryptocurrencies have started to expand beyond just trading, Taiwanese decision makers will also look to broaden the scope of KYC/AML regulations in the second half of 2019. Moving forward, any projects working in the realm of digital payments and remittances will likely have to apply for a special license in order to operate.
Despite all the cautionary measures, the government has taken several forthright steps to incorporate blockchain into Taiwan’s future. At the opening of the Asia Blockchain Summit in July, Minister of the National Development Council (NDC) Chen Mei-ling announced the agency’s plans to form a blockchain alliance with representatives from industry, academia, and relevant government bodies. The initiative hopes to accelerate the development of Taiwan’s blockchain industry, including everything from strengthening R&D to cultivating talent to fostering global partnerships.
The National Development Fund—Taiwan’s sovereign wealth fund—has also reportedly begun investing in blockchain ventures, XREX (an AppWorks portfolio) being the most recent case. At the same time, other public departments in Taiwan are also beginning to experiment with distributed ledger technology. For example, the Ministry of Justice Investigation Bureau hopes to leverage the immutable nature of the blockchains to optimize the administrative process of issuing national IDs.
Forward-looking optimism
Overall, excitement is resurging within Taiwan’s blockchain industry. Crypto prices are well on their road to recovery, with Bitcoin having now almost topped US$13,000. The second annual Asia Blockchain Summit in Taipei attracted over 4,000 attendees from around the world and 100 speakers, including Binance’s CZ, TRON’s Justin Sun, and Bitmex’s Arthur Hayes. And two of the largest companies in the world—Facebook and JPMorgan Chase—launched their own blockchain projects, Libra and JPMCoin, surely a positive endorsement by anyone’s standards.
For AppWorks Accelerator, we’ve now facilitated two batches of startups exclusively focusing on blockchain / AI, collectively amounting to 65 startups, 29 of which were working on blockchain/crypto/dapp related projects.
Entertainment, whether it’s gaming or gambling, seems to have represented the majority of projects that blockchain founders tend to work on, truly speaking to what exactly early adopters are willing to pay for at this stage of the industry—not so unlike the early days of the internet. Moreover, while Ethereum has traditionally occupied the limelight, we see more and more public chains such as EOS or TRON becoming popular, each offering their own unique value proposition—a trend we expect to continue moving forward.
Disclosure: AppWorks is a fully independent venture capital fund/startup accelerator and is not currently affiliated with any of the companies or organizations mentioned in the article, with the slight exception of BitoEX, which previously went through our equity-free accelerator, and XREX, which we’ve invested in.
The Taiwans’s Blockchain Ecosystem Map was produced by AppWorks and BlockTempo. Moving forward, we will be updating it every 6 months. For any questions or comments, please email [email protected]
