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Learn from Southeast Asia's best tech leaders. Build the future, learn from our past & stay human in between. No B.S on success. Southeast Asia's #1 startup & venture capital podcast with 60,000+ listeners. Hosted by Jeremy Au. VC & serial founder. Harvard MBA & UC Berkeley. Sci-fi nerd & dad of two daughters. Growth and personal growth solves all problems. The best feeling is coaching good humans to be great leaders. Published on Monday and Thursday 6am (Singapore Time). Monday: Weekly tech ...
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Jeremy Au examined the key advantages for venture capital judgment, with a focus on local market expertise in Southeast Asia. VCs must confront the limits of their knowledge and not be overconfident, especially in frontier markets. Global funds have been burned by high-profile and hidden cases of unchecked fraud (e.g., Theranos, FTX, and Zilingo), …
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Kheng Lian Ho, Managing Partner at Turn Capital, and Jeremy Au discussed: 1. Law to Turn Capital Managing Partner: Kheng’s disciplined childhood as a 11-year old Singapore national badminton athlete laid the foundation for her early legal carer For six years, she practiced restructuring and cross-border litigation in Singapore and Hong Kong, drawn …
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Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. Trump 2028 Tariffs: With Trump’s return to the presidency and Republican dominance in the Senate, House, and Supreme Court, the stage is set for new tariffs on Chinese imports. This is likely to redirect manufacturing to Southeast Asia, positioning countries like Vietnam …
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au discussed: 1. Trump Win vs. Southeast Asia Trade: Trump’s 2024 landslide election victory across the White House, Senate and House of Representatives, will reshape Southeast Asia’s economic landscape. His proposed “global 10% tariff” on all US imports and a targeted 60% tariff on Chinese …
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Charles Ormiston, Founding Partner of Bain Southeast Asia, and Jeremy Au discussed: 1. Founding Bain Southeast Asia: Charles established Bain's office in Singapore, which initially faced major skepticism from Bain’s leadership who favored Hong Kong as the regional hub. Believing Singapore’s strategic location to be better suited for Southeast Asia,…
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Jeremy Au and Adriel Yong discussed whether Southeast Asian founders should move to Silicon Valley, and why "sea turtle" professionals are returning from America (and China) to Singapore, Indonesia and Vietnam. San Francisco and New York are global tech talent vortexes, where non-American founders are attracted to their deep VC funding pools and a …
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Adrian Tan, Author of “No More Bosses” & Chief Marketing Strategist at Marketing Sumo, and Jeremy Au discussed: 1. Laid-Off To HR Founder: Adrian’s career in HR began as he navigated the volatile job market of the early 2000s. After layoffs from tech companies during the dotcom bubble and another setback in 2003 with the SARS epidemic, he sought gr…
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Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. 109 Member 48 Ministry Cabinet Coalition: With the inauguration on October 20, 2024, President Prabowo Subianto expanded the cabinet from 34 to 48 ministries, the largest since 1966. Prabowo's coalition-building strategy is to accommodate political allies and unify the se…
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Jeremy Au explored the evolution of technology marketing and how marketers have adapted to communicate complex innovations effectively. He began by referencing sci-fi writer Arthur C. Clarke’s 1974 “crazy” prediction about how their room-sized computers would eventually shrink to the size of briefcases and that people would eventually be able to wo…
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Tina Amper, Strategic Director of Geeks on a Beach, and Jeremy Au discussed: 1. Burnout to Community Leader: Tina shared her experience of migrating from the Philippines with an engineering degree from the University of San Carlos to California’s booming tech industry in the 1990s. She excelled in product marketing and business development roles, b…
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au discussed: 1. Singapore Vetoes Allianz $4.4B Insurer Acquisition: They discussed the Singapore government’s veto of the NTUC Income and Allianz merger, primarily over concerns of an undisclosed plan for $2B capital withdrawal post-merger. This case illustrated the delicate balance require…
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Jeremy Au breaks down the "David vs. Goliath" dynamics of startups challenging industry giants. Startups face unique marketing challenges but can thrive by focusing on experimentation and innovation, creating entirely new market categories. Just like the rise of oat milk and nicotine vapes, disruptive marketing turned once-unknown products into bil…
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Michael Chua, Award-Winning Actor, and Jeremy Au discussed: 1. Consultant to Award-Winning Actor at Age 50: Michael had a a long and successful career as a technology consultant traveling across Europe. At the age of 50, he was talent-scouted through a Facebook photo to become an actor. His curiosity exploring a new creative field quickly blossomed…
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Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed: 1. US$1.1 Trillion Monetary Stimulus: Jianggan and Jeremy examined China’s recent monetary measures (equivalent to 6% of nominal GDP) boosting consumer confidence and stabilizing the housing and stock markets. The Politburo launched a $114 billion lending pool to support stock b…
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Jeremy Au defined startups as newly established businesses bringing future technologies to the present, with unicorns being those valued at over $1 billion. These valuations are typically driven by revenue generation of around $100 million annually and market confidence in future profitability, eg. Palantir and Salesforce. Private markets apply val…
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Johann Wah, President & Cofounder of Nika.eco, and Jeremy Au discussed: 1. Student Founder Beginnings: While attending Yale-NUS, Johann founded a sustainable apparel company to pay for his university expenses and dates with his now-wife. The business started gaining traction after a Straits Times article featured their eco-friendly fabrics, but the…
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Wing Vasiksiri, General Partner & Founder of WV Fund, and Jeremy Au discussed: 1. Founder Failure Stigma: They compared how failure is perceived by founders and society in Southeast Asia versus the US, focusing on Thailand and Singapore. In Thailand, failure carries a strong stigma, making it harder for failed founders to reintegrate into the ecosy…
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Jeremy Au moderated a panel of venture capitalists to unpack the key trends shaping APAC’s investment landscape. Nruthya Madappa emphasized India's rapid recovery in early-stage VC, driven by second and third-time founders and $600 million deployed across 80+ companies at 3one4 Capital. She outlined how India's growing consumer class now outpaces C…
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Borko Kovacevic, Cofounder of Poddster, and Jeremy Au discussed: 1. Serbia Childhood to Singapore: Borko reflected on his childhood in Serbia during the 1980s and 1990s, witnessing both Yugoslavia's prosperity and the hardships of the Bosnian and Kosovo wars. Economic instability and rising crime taught him street smarts and resilience, values he n…
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Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed: 1. $3.3B Super Typhoon Disaster: Super Typhoon Yagi caused over $3.3 billion in damage and resulted in more than 300 deaths in northern Vietnam. The typhoon was one of the worst in 30 years, which significantly disrupted Vietnam’s economy with power outages in factories and …
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Audra Pakalnyte, Partner at First Move, and Jeremy Au discussed: 1. Lithuania To Malaysia: Growing up as the youngest of three daughters, Audra's childhood was shaped by Lithuania's national post-Soviet transformation. Her parents' dinner table conversations about multiple entrepreneurial ventures taught her first lessons in business dynamics and t…
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Joseph Mocanu, Managing Partner at Verge HealthTech Fund, and Jeremy Au discussed: 1. PHD MedTech Founder: Joseph shared his educational journey from studying molecular genetics at the University of Toronto where he initially focused on aging and cancer research, to realizing the essential role of business skills in bringing scientific advancements…
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Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. Pope Visit: They reflect on Pope Francis’ recent visit to Indonesia, emphasizing its significance as a beacon of positive media influence. The visit was part of a broader Asia Pacific tour and marked the first extensive travel of the Pope to the region. Gita noted the mas…
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Sherry Jiang, CEO & Cofounder of Peek, and Jeremy Au explored three key topics: 1. Navigating Product-Market Fit Pivots: Crypto winter forced Sherry to pivot from her original idea—an algorithmic stablecoin protocol for Southeast Asian currencies. This shift led to the creation of Peek, an AI-powered platform for managing net worth. She highlighted…
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Oscar Jesionek, CEO & Cofounder of Fonos, and Jeremy Au discussed: 1. Austria Digital Nomad to Vietnam Founder: Oscar traces his entrepreneurial path, starting from his academic background in economics in Austria to his diverse professional experiences in headhunting, healthcare, and finance. His early career was a period of self-discovery, where h…
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au discussed: 1. Johor Special Economic Zone (SEZ): They explored the potential impact of the upcoming Johor-Singapore SEZ agreement, scheduled for signing in November. The SEZ, which is more than 4 times the size of Singapore, is seen as an opportunity to deepen economic ties between the tw…
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Rob Snyder, Founder of Reframe, and Jeremy Au discussed: 1. McKinsey to Harvard MBA Founder: Rob detailed his initial career moves from political philosophy to starting at McKinsey, where he developed critical analytical skills and professional discipline. His time at Harvard Business School was shaped by the “Founder's Journey” course, which provi…
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Serena Lam, CEO & Founder of Fuzzy Sequence, and Jeremy Au discussed: 1. IBM to SaaS Founder: Serena described her seven-year tenure at IBM, where she tackled diverse strategic roles across the U.S., China, and India. This experience provided her with a robust foundation in technology and business strategy, crucial for her later ventures. She empha…
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Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed: 1. Black Myth Wukong $1B AAA Game: Jianggan and Jeremy examined the reinterpretation of 'Journey to the West' in the gaming blockbuster 'Black Myth: Wukong'. The developers overcame huge skepticism, incorporated complex cultural narratives into gameplay and overcame technical ch…
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Jesse Choi, Cofounder of Reku, and Jeremy Au discussed: 1. Bain Capital & Stanford MBA: Jesse shared his journey from an operations research and economics student at Columbia University to an early career at Bain management consulting and Bain Capital private equity. His Stanford MBA experience also expanded his professional network, deepened his a…
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Raditya (Dito) Wibowo, CEO & Founder of MAKA Motors, and Jeremy Au discussed: 1. Gojek Chief Transportation Officer: Raditya describes his seven-year tenure rise from managing a nascent on-demand transportation service from the modest two-story home HQ with only 2 toilets to becoming Chief Transport Officer. Developing Gojek's first dynamic pricing…
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Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed: 1. New President Tô Lâm: The death and state-mandated mourning period for Vietnam's former Communist Party General Secretary Nguyen Phu Trong culminated in the swift elevation of Tô Lâm from the Ministry of Public Defense to President. This transition exhibited the controlle…
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Avik Ashar, Principal at Artha Venture Fund, and Jeremy Au discussed: 1. Zilingo Ethical Dilemmas: Avik reflected on his experiences at Zilingo where rapid expansion led to questionable practices such as buying and selling Apple watches on their fashion lifestyle platform just to meet monthly sales targets, in order to achieve founder and board exp…
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Huiting Koh, Founding Managing Partner of Blueprint Ventures, and Jeremy Au discussed: 1. Solo General Partner (GP) Experience: Huiting discussed her journey as a solo GP, emphasizing the complexities of establishing Blueprint, her venture fund. She shared insights into the initial setup, overcoming challenges, and the decision-making processes inv…
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au talked about three main points: 1. Disney+ Arbitration PR Crisis: A woman died from an allergic reaction after eating at a Disney-affiliated restaurant. The husband sued Disney for "wrongful death" and $50,000+ of damages. Disney in May 2024 alleged that the husband accepted a forced arbi…
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Jingjing Zhong, CEO & Cofounder of Superbench, and Jeremy Au talked about three main themes: 1. UC Berkeley to Investment Banking: Jingjing reflected on her time at UC Berkeley where the competitive environment introduced her to the high-stakes world of investment banking. She shared her initial motivation for joining Houlihan Lokey, which was to m…
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Htay Aung, CEO & Founder of Anywheel, and Jeremy Au talked about three main themes: 1. Early Inspiration and Challenges: Htay detailed his journey from an immigrant student facing cultural and language barriers in Singapore to becoming the founder of Anywheel. His initial inspiration came from dealing with traffic in Sydney and Singapore, which led…
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Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au talked about three main themes: 1. Indonesia 39% Debt to GDP Ratio vs. Singapore: Jeremy and Gita delved into the policy debate behind Prabowo's decision to increase Indonesia's debt-to-GDP ratio from 39% to 50%, and invest towards achieving an aggressive growth rate of 8% through a ni…
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BRAVE Southeast Asia Tech Podcast: DJ Tan, CTO & Cofounder of Prefer, and Jeremy Au talked about three main topics: 1. Government Food Scientist: DJ recounted his early fascination with science and his studies in chemistry at UCL, leading to a focus on food science at Singapore's ASTAR government lab. He shared how his academic and laboratory exper…
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Patrick Linden, Cofounder & Managing Partner of Match.Asia, and Jeremy Au discussed three main points: 1. Dealguru $34M Acquisition: Patrick shared his journey beginning from a small village in Germany to moving to Singapore and building iHipo, a platform to connect European students with opportunities in Southeast Asia. This early experience ignit…
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au talked about three main points: 1. Allianz Insurance Acquiring NTUC Income: Jeremy and Shiyan dissected the business logic and new facts that have emerged, especially regarding the current competition and performance challenges facing NTUC Income. They addressed the confusing public commu…
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Jeremy Au listed the 3 reasons for joining Lucence, a startup leveraging next-generation sequencing AI for early cancer detection with a single blood test. He reflected on his teenage years grieving over a personal loss due to lymphoma. He contrasted the builder role with the job of a VC, with a different set of “atomic” work outcomes. He appreciat…
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Jeremy Tan, Managing Partner and Cofounder of Tin Men Capital, and Jeremy Au talked about three main points: 1. Cambridge Engineer & Harvard MBA: Jeremy Tan shared his journey from a playful student to getting into a life-changing education at Cambridge. His early life goal of becoming a refinery chemical engineer shifted after a pivotal internship…
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Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au talked about three main themes: 1. Indonesia & Trump Tariffs: Indonesia's new tariffs target imports like China-manufactured footwear, clothing, and ceramics to protect 65M local micro, small and medium enterprises employing 109M people. These trade barriers have negatively impacted local …
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Jeremy Au discussed the increasing intensity of "algostorms" - unpredictable social media “weather systems” driven by algorithms that prioritize engagement over truth. The Internet’s transition from human-centric, chronological forums to a volatile online environment where individuals are caught in fluctuating must-discuss trends manipulated by bot…
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Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au discussed three major topics: 1. Startup Accounting Tricks (GMV, Revenue, Gross Margin, Contribution Margin): Local VCs have often confused Gross Merchandise Value (GMV) with actual platform revenue, and gross margins with actual unit profitability. Startups have also split reporting…
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Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au talked about three main themes: 1. Kamala vs. Trump USA Election: Jeremy and Shiyan discussed Kamala Harris stepping into the presidential race, and speculated on her potential policy directions and how her leadership might influence relations with Asia. The excitement around her candidac…
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Jeremy Au reflects on the most important insight that he learned from interviewing hundreds of tech leaders across the region. Every secret has a shelf life, as private information diffuses into the public markets and becomes known by everyone. Leaders who discern emerging patterns before they become common wisdom can take action and make high-conv…
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​​Parin Mehta, Venture Partner & Board Member at Menyala, and Jeremy Au talked about three main points: 1. Google & Airbnb GM Career: Parin's journey began with his parents' migration from Uganda to the UK. Moving to Japan to teach English was a transformative experience that spurred his desire to return to Asia one day. He shared how he made the j…
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Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed three main themes: 1. Putin Bamboo Strategy: Vietnam’s “bamboo strategy” foreign policy involves maintaining strong roots while being flexible, which allows Vietnam to navigate relationships with global superpowers like the US, China, and Russia. Valerie highlighted that in l…
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