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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)

BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)

733 episodes — Page 6 of 15

S1 Ep 482Thailand: New Prime Minister Paetongtarn Shinawatra, Founder Failure Stigma & Electric Vehicle (EV) Manufacturing with Wing Vasiksiri - E482

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 ecosystem, while in the US, failure is seen as part of the entrepreneurial journey, with founders often wearing it as a badge of honor. They noted that the lack of a talent recycling system in Southeast Asia makes it riskier for founders to fail, as there are fewer opportunities for them to be absorbed back into other startups, VC firms, or incubators. In contrast, Silicon Valley provides a more robust safety net for failed founders, who are quickly reabsorbed into the ecosystem. 2. New Prime Minister Paetongtarn Shinawatra: They discussed the recent political shift in Thailand with the appointment of Paetongtarn Shinawatra as Prime Minister, replacing Srettha Thavisin. Srettha, a former business executive, was removed from office after appointing a convicted cabinet member, which violated the Thai constitution. Paetongtarn, the daughter of former pro-business Prime Minister Thaksin Shinawatra, is expected to maintain many of the previous administration’s policies, including the digital wallet program, which offers financial handouts of 10,000 baht (USD 300) to 50 million citizens to stimulate economic growth. While the stock exchange of Thailand reacted positively, with a sharp rise of over 11%, the long-term fiscal impact of such handouts remains a concern, particularly with potential inflationary pressures. 3. Electric Vehicle (EV) Manufacturing: They explored Thailand’s rapid adoption of electric vehicles, supported by strong government subsidies ranging from 20,000 to 100,000 baht per vehicle. In 2023, EVs accounted for nearly 10% of new car sales, and the government aims for 30% of vehicle production to be electric by 2030. This shift is largely driven by partnerships with Chinese manufacturers, positioning Thailand as a key player in the regional EV market. They contrasted this with Singapore, where the government’s reliance on gas tax revenues limits its incentive to push for EV adoption, despite favorable infrastructure conditions. Indonesia was also mentioned as a key player in the EV sector, particularly due to its rich nickel reserves essential for battery production. Jeremy and Wing also discussed the rise of the cannabis industry in Thailand, the minimum wage increase, and the lack of B2B SaaS success stories in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/thailand-new-prime-minister Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/thailand-new-prime-minister-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/thailand-new-prime-minister-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/thailand-new-prime-minister-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Oct 6, 202433 min

S1 Ep 481APAC VC Panel: India Early-Stage Recovery, Emerging Markets Cross-Border Challenges & Deep Tech Boom - E482

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 China’s, creating new market opportunities. Brent Ogilvie highlighted Pacific Channel's 98% IRR over 14 years, investing in health, food, and environmental startups, while spotlighting the growing role of AI in deep tech. Ashwin Raguraman pointed to India’s Semiconductor Policy as a key driver of innovation in deep tech. The panelists also noted macroeconomic shifts, including capital moving from China due to geopolitical tensions, and how India’s Unified Payments Interface (UPI) is transforming fintech. They reflected on the broader shift toward sustainability and economic independence, reshaping how VCs allocate capital across the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/apac-vc-trends Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/apac-vc-trends-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/apac-vc-trendsc-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/apac-vc-trends-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Venture Studio Family and its community at https://inniches.com/family

Oct 3, 202424 min

S1 Ep 480Borko Kovacevic: Serbia Childhood to Singapore, 17 Years at Microsoft & Podcast Founder Poddster - E480

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 now aims to instill in his children, who are growing up in Singapore’s safety. He stressed the importance of teaching gratitude and perseverance despite their comfort, helping them appreciate hard work and innovation. Borko contrasted his challenging upbringing with his children’s blessings, focusing on how to nurture their development without fostering complacency. 2. 17 Years at Microsoft: Borko recounted his Microsoft career, which began in the early 2000s in Serbia as one of the first employees in the post-war region. He described the culture shock of transitioning from a formal corporate environment—where suits and daily shaving were required—to Microsoft’s casual jeans-and-t-shirt culture. Over the years, Borko worked across Europe, including Munich, before settling in Singapore. He witnessed key leadership transitions, such as Bill Gates stepping down and Steve Ballmer taking over, which shaped the company’s evolving culture. Mentorship played a crucial role in helping him navigate these changes. After receiving tenure crystals at the five, ten, and fifteen-year marks, Borko chose to pursue his entrepreneurial aspirations instead of waiting for the twenty-year crystal. 3. Podcast Founder Poddster: Borko discussed founding Poddster, a podcasting studio business born from conversations with his co-founder, a UX and MVP expert who saw a market gap for fully equipped podcasting spaces. Starting with one studio in Dubai, Podster grew to 12 studio sets in Dubai and 4 in Singapore. The rise of video podcasting and short-form content, driven by platforms like Instagram, TikTok, and LinkedIn, has fueled its success. He also highlighted the importance of scalability and the development of Podyx, a SaaS platform to streamline operations for Poddster and other studios worldwide. Jeremy and Borko also discussed how his early career influenced his leadership style, the potential of AI to automate and enhance podcast production, and the future of content creation. Watch, listen or read the full insight at https://www.bravesea.com/blog/borko-kovacevic Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/borko-kovacevic-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/borko-kovacevic-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/borko-kovacevic-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Visit poddster.com to start your content creation journey! Use code brave20 for 20% off your first recording.

Oct 1, 202434 min

S1 Ep 479Vietnam: $3.3B Super Typhoon Disaster, VNG Police Raid & GoJek Market Exit with Valerie Vu- E479

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 offices for over a week. As a result, the country's GDP growth forecast was reduced by 0.15%. They also highlighted Southeast Asia's susceptibility to natural disasters which are often underappreciated by global investors. 2. VNG Police Raid: Vietnam’s police raided VNG, Vietnam's first unicorn for a sudden investigation. The board appointed Kelly Wong as interim CEO, with little news regarding the status of founder Le Hong Minh. The regional investor community has raised concerns about regulatory uncertainty and startup exit conditions, as VNG had been seen as Vietnam’s frontrunner and pioneer for an IPO in the US. 3. GoJek Market Exit: They also covered Gojek’s exit from the Vietnamese market after six years of operations and over $200 million in investment. Gojek’s departure follows the earlier exits of Uber and Didi, leaving Grab and domestic players like Be and Green SM (owned by VinFast) to dominate the market. Valerie suggested that a future collaboration between Be and Green SM could emerge to challenge Grab’s market position. Jeremy and Valerie also discussed Vietnam’s stock market status upgrade to "emerging market", Singapore’s stock exchange challenges, and regional tech startup consolidation. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-super-typhoon-disaster Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/vietnam-super-typhoon-disaster-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 29, 202427 min

S1 Ep 478Audra Pakalnyte: Lithuania To Malaysia, Adapt & Localize (Groupon Malaysia, KFit & Fave) & First Move VC Partner - E478

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 the necessity for adaptability. These early experiences instilled a deep understanding of market dynamics and the entrepreneurial resilience required to navigate them. With serendipity and seeing the right opportunity, she moved to Malaysia and begun her startup journey with Khailee Ng and Joel Neoh at the first generation of local startups. 2. Adapt & Localize (Groupon Malaysia, KFit & Fave): Audra helped adapt and localize daily deals, exercise class subscriptions (KFit) and consumer payments to Southeast Asia. Says was acquired by Groupon and KFit pivoted to Fave which eventually bought back Groupon Malaysia. As an early employee and executive, she led teams to meet diverse market demands across the region's intended audiences. She shares her top learnings for founders looking to execute this strategy. 3. First Move VC Partner: In her transition to venture capitalism, Audra shared insights into establishing a VC fund that primarily targets early-stage consumer tech startups. With investments in over 16 early-stage companies, she underscored the critical role of understanding local consumer behaviors and market conditions. This knowledge guides her investment decisions and helps support her portfolio companies in scaling successfully across the diverse and fragmented Southeast Asian landscape. Jeremy and Audra also discussed her digital detox sabbatical, emotional resilience required for entrepreneurship and thinking through the right technology stack. Watch, listen or read the full insight at https://www.bravesea.com/blog/audra-pakalnyte Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/audra-pakalnyte-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/audra-pakalnyte-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/audra-pakalnyte-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 26, 202433 min

S1 Ep 477Joseph Mocanu: PHD MedTech Founder, Global Healthcare VC & Emerging Manager Investor Myths - E477

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 to market. This prompted him to pursue an MBA, which catalyzed his early entrepreneurial ventures, including co-founding a medical device startup at the age of 22, specializing in real-time brain imaging. 2. Global Healthcare VC: Joseph explains the ethos behind Verge Fund - impactful health technologies that enhance accessibility and efficiency in underserved emerging markets. The fund's global approach is not just about investment but also about spotting great founders regardless of product-market fit. 3. Emerging Manager Investor Myths: He explains the importance of patient capital and strategic foresight in venture capital, especially crucial in the volatile healthcare sector. His experiences during the COVID-19 pandemic in 2020 illustrate the challenges of fundraising amidst global economic uncertainties. Reflecting on his dealings with different healthcare systems, he notes the significance of tailoring investment strategies to local healthcare environments. Jeremy and Joseph also discussed emerging fund manager dynamics, investment hurdles during economic downturns, and the challenges facing global investment strategies. Watch, listen or read the full insight at https://www.bravesea.com/blog/joseph-mocanu Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/joseph-mocanu-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/joseph-mocanu-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/joseph-mocanu-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 24, 202431 min

S1 Ep 476Indonesia: Pope Visit, Shrinking Middle Class & Policy Reforms & Financial Literacy with Gita Sjahrir - E476

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 massive turnout, with events drawing large crowds, celebrating Indonesia's commitment to diversity and religious tolerance. 2. Shrinking Middle Class: Gita and Jeremy examined the significant decline in Indonesia’s middle class, which has fallen from 57 million to 48 million people. Macro factors such as the pandemic, global inflation and supply chain disruptions exposed structural weaknesses within the Indonesian economy, making it difficult for many individuals to maintain their middle-class income. 3. Policy Reforms & Financial Literacy: They stressed the need for more inclusive economic policies to support small and medium-sized enterprises (SMEs). They discussed the logistical and infrastructural challenges faced by businesses in Indonesia’s decentralized geography. While the population is digitally savvy, many Indonesians are caught in cycles of predatory loans due to a limited understanding of financial literacy. They contrasted the ease of obtaining consumer credit vs. the hurdles small businesses face in securing productive loans. They also talked about redefining economic metrics to better reflect modern realities, the critical role of vocational education in economic empowerment, and the challenges of implementing equitable economic policies. Watch, listen or read the full insight at https://www.bravesea.com/blog/indonesia-shrinking-middle-class Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/indonesia-shrinking-middle-class-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/indonesia-shrinking-middle-class-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/indonesia-shrinking-middle-class-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 22, 202430 min

S1 Ep 475Sherry Jiang: Founder Poker Strategy, Navigating Product-Market Fit Pivots & Big Tech Career Advice- E475

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 the challenges of gaining traction, facing ambiguous customer demand, and maintaining deep customer engagement. Sherry emphasized how adaptability is essential when an original business model fails to fit the market. She candidly discussed the emotional and logistical hurdles of steering a company through such changes, underscoring the need for transparent communication with both internal teams and external stakeholders, especially investors. 2. Founder Poker Strategy: Drawing on her poker experience, Sherry likened the entrepreneurial journey to poker, focusing on the importance of making informed decisions in the face of uncertainty. She discussed the psychological resilience required in both poker and startups, stressing that founders, like poker players, must manage risks and accept losses—even when decisions are strategically sound. The conversation tied this mindset to the essential founder skill of evaluating risks with the best available information and confidently making decisions amidst ambiguity. 3. Big Tech Career Advice: Sherry offered advice to tech professionals, particularly those considering a shift from stable corporate roles, such as Google, to startups. She encouraged them to assess their career paths in relation to their personal values, risk tolerance, and the volatility of startup life. Sherry urged introspection, advising individuals to reflect on what they truly value—be it autonomy, innovation, or stability—and how those values align with the inherent risks of entrepreneurship. For those contemplating the leap, she suggested carefully considering if their motivations and desire for autonomy align with the unpredictable nature of startup life. Jeremy and Sherry also discussed the tactical challenges of communicating business pivots to stakeholders, the emotional toll of leaving secure corporate environments, and the importance of staying authentic when explaining business shifts to investors. Watch, listen or read the full insight at https://www.bravesea.com/blog/sherry-jiang2 Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/sherry-jiang2-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/sherry-jiang2-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/sherry-jiang2-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 19, 202425 min

S1 Ep 474Oscar Jesionek: Austria Digital Nomad to Vietnam Founder, Audio Learning Product-Market Fit & Trust Your Gut - E474

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 he evaluated various sectors and geographies before narrowing his focus to roles that aligned with his values and desire for social impact. Oscar shares how these experiences, along with a growing dissatisfaction with conventional industries, led him to Vietnam, where he found a deeper sense of purpose through entrepreneurship. 2. Audio Learning Product-Market Fit: Fonos began with a simple goal to provide accessible non-fiction audio content, inspired by Oscar’s spouse’s learning preferences. Recognizing a gap in Vietnam’s market for educational non-fiction, Fonos initially focused on audiobooks, leveraging copyright advantages. As Vietnam’s digital payments evolved and consumer demand for educational content grew, Fonos expanded its offerings to include guided meditations, book summaries, and courses. This pivot transformed the platform from a niche audiobook provider into a comprehensive educational hub tailored to local needs. 3. Trust Your Gut: Oscar shares personal stories of navigating the uncertainties of entrepreneurship, from moving to Asia with limited financial resources to making strategic pivots in response to market demands. His journey underscores the importance of trusting your gut when making key decisions in unfamiliar environments, highlighting the balance between research and intuition in business growth. Watch, listen or read the full insight at https://www.bravesea.com/blog/oscar-jesionek Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/oscar-jesionek-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/oscar-jesionek-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/oscar-jesionek-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 17, 202433 min

S1 Ep 473Singapore: Johor Special Economic Zone, US Anti-China Reverse CFIUS & Regional Trade Diversification with Shiyan Koh - E473

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 two regions by leveraging Singapore’s capital, technology, and skilled workforce alongside Johor’s land and infrastructure. They noted regulatory challenges such as Johor’s year-long permit approval process, which contrasts with quicker timelines in other Malaysian states like Selangor. Both emphasized that political cooperation across Malaysia's federal government, Singapore and Johor's state government & king would be essential to the SEZ’s success, particularly in attracting multinational corporations (MNCs) and improving labor mobility across the border. 2. US Anti-China "Reverse CFIUS": The discussion covered the upcoming introduction of America's "reverse Committee on Foreign Investment in the United States (CFIUS)" legislation, which restricts US citizens, entities and LPs from investing in Chinese funds or companies involved in sectors like artificial intelligence (AI), quantum computing, and microchips. These measures are expected to reduce China VC investments as US LPs steer clear of the compliance risks associated any funds that invest into China-linked companies. Reverse CFIUS reflects a broader change in global capital flows, signaling the end of the globalization era that had previously driven much of the world's economic integration. This shift could redirect capital towards Southeast Asia, offering opportunities for local investors but also presenting serious challenges. 3. Regional Trade Diversification: They examined Southeast Asia’s growing significance as part of the “China Plus One” strategy, where MNCs diversify operations beyond China due to rising trade tensions. The SEZ’s strategic location and proximity to Singapore’s financial and skilled labor markets could become a key hub for industries such as electronics and automotive manufacturing. They noted that improved infrastructure like direct international flights would enhance the region’s connectivity and attractiveness for global businesses. They also underscored that seamless collaboration and regulatory improvements to streamline bureaucratic processes are critical to fully capitalizing on these emerging opportunities. Jeremy and Shiyan discussed several emerging topics including diabetic horses healthcare, Singapore's longevity, crypto and VC conferences and the challenges of maintaining balanced diplomatic and economic strategies amidst global policy shifts. Watch, listen or read the full insight at https://www.bravesea.com/blog/johor-singapore-sez Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/johor-singapore-sez-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/johor-singapore-sez-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/johor-singapore-sez-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 15, 202418 min

S1 Ep 472Rob Snyder: McKinsey to Harvard MBA Founder, ​​Cracking Product-Market Fit & Accelerate Or Die - E472

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 provided a realistic portrayal of the challenges in entrepreneurship through case studies and alumni insights, preparing him for the unpredictable startup environment. 2. Cracking Product-Market Fit: Rob's strenuous two year journey to identify product-market fit was marked by numerous strategy pivots. Direct customer feedback led to a streamlined product offering and catalyzed a growth spurt, increasing revenue from zero to $4 million ARR. He shared on how and why psychological barriers like confirmation bias were harder to overcome than the actual pivots. 3. Accelerate Or Die: Rob reflected on his parents’ traditional career paths and his aspiration to do more with his life and opportunities. The intense pace and high stakes of startup culture are both the norm and the reward for high-performers. Rob and Jeremy also explored the psychological resilience required for startup success, the influence of family history on risk-taking, and the significant learning moments derived from near-failure experiences. Watch, listen or read the full insight at https://www.bravesea.com/blog/rob-snyder Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/rob-snyder-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/rob-snyder-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/rob-snyder-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 12, 202428 min

S1 Ep 471Serena Lam: Vietnam Refugee Inspiration, IBM to SaaS Founder & Sales Automation Consequences - E471

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 emphasized the comfort and security of a well-structured corporate environment, noting how it fostered her ability to save and enjoy a reliable income, which contrasted with the uncertainties of startup life. 2. Sales Automation Consequences: She elaborated on the creation of Fuzzy Sequence, a sales AI platform that integrates multiple tools to optimize sales processes. She highlighted how her own frustrations with booking meetings and enhancing sales productivity led her to develop a solution that now facilitates these tasks for other sales professionals. The platform automates and personalizes client interactions, which optimizes sales strategies and enhances meeting bookings. She discussed the complexities of scaling startups from small teams to larger operations, and elaborated on the need for adaptive leadership as startups grow 3. Vietnam Refugee Inspiration: Reflecting on her family's history, Serena recounted her grandparents' and parents' escapes from China and Vietnam. These experiences of survival and new beginnings in the face of adversity instilled in her the values of courage and resilience. These personal stories are also a continuous source of inspiration, driving her perseverance in the face of business challenges. Jeremy and Serena also explored the implications of AI in sales, the necessity of authenticity in customer relations, and the integration of technology in traditional business environments. Watch, listen or read the full insight at https://www.bravesea.com/blog/serena-lam Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/serena-lam-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/serena-lam-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/serena-lam-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 10, 202433 min

S1 Ep 470China: Black Myth Wukong $1B AAA Game, $86B Tencent Publisher (League of Legends, SEA Group & VNG) & ​​Real Estate Bubble Burst with Jianggan Li - E470

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 challenges to balance traditional storytelling with modern gaming technology. They also discussed the parallels with Indian and Southeast Asia mythology. 2. $86B Tencent Publisher (League of Legends, SEA Group & VNG): Tencent owns League of Legends (Riot Games), PUBG Mobile, Arena of Valor, as well as WeChat. They also inspired and invested in the game, chat, ecommerce & payments structure of Sea Group (Shopee, Garena Free Fire) and Vietnam’s VNG (Zalo, Zalopay). 3. Real Estate Bubble Burst: They analyzed the causes of property price inflation and subsequent market corrections with Evergrande & Country Garden debt. The confidence crisis has had ripple effects into the consumer and adjacent markets, spurring outflows of talent, capital and companies. They also discussed the importance of cultural understanding in global business strategies, how multinational companies leverage local consumer insights, and the complexities of managing large-scale economic shifts in the Southeast Asia tech scene. Watch, listen or read the full insight at https://www.bravesea.com/blog/wukong-aaa-game Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/wukong-aaa-game-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/wukong-aaa-game-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/wukong-aaa-game-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 8, 202432 min

S1 Ep 469Jesse Choi: Bain Capital & Stanford MBA, Moving To Indonesia For Love & Founding Reku Investment Platform - E469

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 analytical skills and broadened his career horizons. 2. Moving To Indonesia For Love: Jesse articulated his decision-making process behind relocating to Indonesia for the love of his life. His methodical approach to life's risks and opportunities focused on his assessment of Southeast Asia's potential, his professional strengths and long-term personal goals. 3. Founding Reku Investment Platform: Jesse recognizing the growth potential within Indonesia and founded Reku, an investment platform initially centered on cryptocurrency. He strategically broadened Reku's offerings to include US public equities to enhance accessibility, diversify investment options and tap new opportunities for Indonesian investors. They also touched on the leadership and entrepreneurship courses at Stanford's MBA program, personal philosophy on life, and how he assessed risk in shifting geographies, industries and roles. Watch, listen or read the full insight at https://www.bravesea.com/blog/jesse-choi Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/jesse-choi-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/jesse-choi-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/jesse-choi-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyau Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 5, 202433 min

S1 Ep 468Raditya Wibowo: Gojek Chief Transportation Officer, Founder MAKA Motors & How Hard Can It Be? - E468

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 algorithm was key to beating competition from traditional and emerging tech players. His strategic thinking was pivotal in navigating these emerging problems, including how to navigate the demand vs. supply aspects of Ramadan. 2. Founder MAKA Motors: Dito shared how he founded an electric motorcycle startup nd the transition challenges from software to hardware. He detailed the design principles tailored to meet Indonesian market demands and consumer behaviors. Strategic decisions include customer personas, in-house R&D vs. outsourcing and managing component assembly logistics. His industrial engineering background has also influenced his approach to solving complex problems at the company. 3. How Hard Can It Be?: The phrase "How hard can it be?" encapsulates his entrepreneurial spirit, strategic planning and resilience. He shares how his early consulting experiences at McKinsey shaped his later thinking, as well as how he has had to think on his feet to overcome multiple startup challenges. Jeremy and Dito also explored the importance of adapting business models to changing market conditions, continuous learning for consumer needs, and the personal commitment to become comfortable with uncertainty. Watch, listen or read the full insight at https://www.bravesea.com/blog/raditya-wibowo Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/raditya-wibowo-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/raditya-wibowo-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/raditya-wibowo-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 3, 202428 min

S1 Ep 467Vietnam: New President Tô Lâm, Immediate China State Visit & USA Rejection "Non-Market Economy"- E467

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 controlled and planned nature of political leadership where political changes are orchestrated to ensure continuity and stability within the government. 2. Immediate China State Visit: Tô Lâm's chose his first official international visit to be China, where he and his delegation signed 16 key agreements spanning commerce and logistics. Vietnam's strategic "bamboo" diplomatic posture aims to strengthen ties with China amidst regional geopolitical tensions. The agreements also reflect a deepening of ties in areas critical to Vietnam’s economic and infrastructural development. 3. USA Rejection "Non-Market Economy": The U.S. Commerce Department disappointed Hanoi by continuing to classify Vietnam as a non-market economy country subject to punitive anti-dumping duties. Only 12 other economies are labeled as non-market by Washington, including China, Russia, North Korea and Azerbaijan. This status hampers Vietnam’s ability to absorb foreign direct investment and engage fully in international trade, especially with its largest trading partner, the U.S. They also discussed local cultural influences on business practices, regional infrastructure developments and the relocation of manufacturing from China and other countries to Vietnam. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-new-president2 Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/vietnam-new-president2-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/vietnam-new-president2-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vietnam-new-president2-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Sep 1, 202421 min

S1 Ep 466Avik Ashar: Zilingo Ethical Dilemmas, India vs. Southeast Asia Startups & Market & Consumer Diversity - E466

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 expectations of non-stop growth. He warned that crossing ethical lines for short-term gains, like funding or fame, is difficult to reverse over the medium term. Adhering to ethical standards is key to decisions that might push the boundaries of integrity, with the option of walking away from the job. 2. India vs. Southeast Asia Startups: Avik explained the similarities and differences between Southeast Asia and India, particularly the diverse and non-homogeneous nature of the two. In Southeast Asia, the cultural diversity within countries like Thailand and Indonesia requires tailored management strategies for each locale, much like in India where the cultural landscape changes dramatically over short distances. A deep understanding of local nuances is crucial for effective business operations. With examples from his management experience, he noted the distinct approaches needed in cities like Bangkok versus rural Thailand, and the cultural shifts encountered when traveling from metropolitan centers like Mumbai to smaller towns within India. 3. Market & Consumer Diversity: Avik explored the complexities of the Indian market, the stark economic disparities and varied consumer behaviors. He described the high spending power of urban elites compared to the rising middle class’s evolving consumer expectations. He also discussed the integration of technology in traditional sectors like textile manufacturing, and the transformative impact of digitization on industries traditionally lacking in infrastructure and capital expenditure. They also covered the critical importance of stringent due diligence in financial dealings, especially in emerging markets like India, the nuances of ethical leadership within rapidly scaling startups and socio-economic stratification with distinct spending behaviors in India. Watch, listen or read the full insight at https://www.bravesea.com/blog/avik-ashar Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/avik-ashar-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/avik-ashar-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/avik-ashar-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 29, 202420 min

S1 Ep 465Huiting Koh: Solo General Partner (GP) Experience, Gen Z vs. Generation Alpha & Blueprint's Distinctive Strategy - E465

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 involved. She also highlighted the critical learning curve she navigated, making strategic choices without complete information and trusting her instincts. 2. Gen Z vs. Generation Alpha: They analyzed evolving consumer behaviors and expectations, especially how these demographics are shaping consumer technology. They also underlined how the youngest cohorts are accustomed to artificial intelligence and digital interfaces from an early age. This also differs by country within Southeast Asia, for example, the unexpected discovery that the majority of users for an English learning platform in Vietnam were women (rather than men) across all job levels, with distinct referral patterns, 3. Blueprint's Distinctive Strategy: Huiting articulated what sets Blueprint apart: consumer-focused investment mandate, targeted Asa verticals, and robust consumer behavioral analysis. She elaborated on the fund’s approach to creating value by placing human-centric insights at the forefront of investment decisions while aiming for substantial social impact alongside financial returns. Huiting illustrated how to find sticky and impactful solutions across multiple markets. Jeremy and Huiting also talked about the influence of digital technologies on cognitive and social skills among children, the evolving definition of digital natives, and the importance of understanding gender-specific consumer behaviors. Watch, listen or read the full insight at https://www.bravesea.com/blog/huiting-koh-2 Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/huiting-koh-2-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/huiting-koh-2-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/huiting-koh-2-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 27, 202423 min

S1 Ep 464Disney+ Arbitration PR Crisis, Good vs. Bad Startup Sci-Fi Ideas & Defence Tech Rise with Shiyan Koh - E464

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 arbitration agreement when signing up for Disney Plus in 2019. This caused a firestorm of public criticism about the company's accountability. The hosts discuss the broader implications of such legal strategies on public trust and branding, and Disney's withdrawal of this legal case serves as a cautionary tale about balancing tactical legal defenses with keeping a broader strategic eye. 2. Good vs. Bad Startup Sci-Fi Ideas: Shiyan stressed the importance of personal dedication to a business idea, given the substantial time commitment involved. They also explored how sci-fi plays a role with simultaneous innovation, the concept of "founder-problem fit" and the critical need to align personal interests with the entrepreneurial venture. They also discussed the suitability of ideas for venture capital investment, distinguishing between good business ideas and those that are venture-backable. 3. Defence Tech Rise: Jeremy discussed the role of startups like Anduril and Palantir in transforming defense technologies. YC-backed startup Ares Industries is producing cruise missiles that are 10X cheaper and more effective than existing models. Private sector innovation is increasingly crucial to government budgets looking to buy large volumes more cost-effectively. Jeremy and Shiyan also touched on topics like longevity and sleep quality, biohacking amongst tech enthusiasts, and the importance of market validation. Watch, listen or read the full insight at https://www.bravesea.com/blog/good-vs-bad-startup-ideas Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/good-vs-bad-startup-ideas-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/good-vs-bad-startup-ideas-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/good-vs-bad-startup-ideas-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 25, 202418 min

S1 Ep 463Jingjing Zhong: UC Berkeley to Investment Banking, General Manager Firefighting & Superbench Services AI Founder - E463

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 make money (influenced by societal expectations from her upbringing in China). Her experience in the financial sector led to a significant reevaluation of her definition of success and steered her away from banking despite its financial allure. 2. General Manager Firefighting: Jingjing’s entrance to high-growth startup Helpling and eventual promotion to General Manager brought immediate challenges of operational management without initial support (a sharp contrast with the structured world of finance). She navigated intense periods of firefighting and strategic planning and learned to balance immediate problem-solving with long-term strategic thinking. Her experiences emphasized the importance of adapting to market and consumer trends and the transformative impact of effective coaching on her leadership skills. 3. Superbench Services AI Founder: Jingjing leveraged her experiences to cofound Superbench, an AI-driven platform aimed at optimizing operations for home service businesses. She detailed the transition from manual operations to AI-enhanced processes, which significantly improved sales conversions and operational efficiency. She discusses the nuanced applications of AI, where it complements human effort rather than replacing it, along with the practical benefits and challenges of integrating advanced technologies in traditional SME clients. Jeremy and Jingjing also talked about Jingjing’s cultural adjustments when she moved from USA to Singapore, the critical role of mentorship, and the role of data in strategic decision-making within service businesses. Watch, listen or read the full insight at https://www.bravesea.com/blog/jingjing-zhong Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/jingjing-zhong-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/jingjing-zhong-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/jingjing-zhong-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 22, 202430 min

S1 Ep 462Htay Aung: Anywheel Founder Struggles, Winning The Bike-sharing War & Rejecting VC & Acquisition Offers - E462

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 to the idea of a bike-sharing service during his studies at the University of Sydney in 2017. He recounted the early challenges of integrating into a new culture and educational system, which shaped his entrepreneurial mindset. 2. Operational Learning Curve: Htay described the initial operational challenges of starting Anywheel including assembling the first bicycle at his home to navigating supply chain challenges like sourcing the initial 500 bicycles from manufacturers reluctant to deal with a small startup. He shared insights into early mistakes, such as ordering unassembled bikes, which led to significant logistical challenges. He also detailed how the company integrated IoT technology to enhance operational efficiency and meet regulatory compliance, particularly in response to Singapore’s licensing regulations implemented by the Land Transport Authority (LTA) in 2018. 3. Strategic Market Expansion: Htay emphasized strategic and financial decisions made during difficult period and his choice to reject venture capital funding to retain control over the company's strategic direction. He also discussed market expansion strategies and regulatory navigation and how the company adapted to changes and acquired competitors following the LTA’s new rules in 2018. He also detailed that the acquisition of SG Bike was not only a business expansion but also a move to consolidate the market and enhance the overall industry reputation by assuming responsibility for its customer commitments. He discussed maintaining ethical business practices, particularly his decision not to charge user deposits—a decision made to foster trust and differentiate Anywheel from competitors like Mobike and Ofo. Jeremy and Htay also talked about the challenges in navigating through the COVID-19 pandemic, the importance of trust, transparency, and hard work within the workplace, and his strategic plans for scaling operations while maintaining a strong focus on sustainability and community impact. Watch, listen or read the full insight at https://www.bravesea.com/blog/htay-aung Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/htay-aung-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/htay-aung-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/htay-aung-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 20, 202439 min

S1 Ep 461Indonesia 39% Debt to GDP Ratio vs. Singapore, Free School Lunch Program & Capital City Move from Jakarta to Nusantara with Gita Sjahrir - E461

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 nickel-led industrial strategy coupled with expansive public spending. They tackled the broader implications of borrowing for a developing nation and the importance of maintaining fiscal credibility. Gita critiqued common misconceptions about national vs. personal debt and highlighted the international double standards in debt perception. They also compared Indonesia's fiscal strategy against USA, Singapore, Korea, Japan, Malaysia, Thailand and the Philippines. 2. Free School Lunch Program: They discussed Prabowo's popular school lunch program initiative that seeks to address childhood malnutrition, reduce growth stunting and improve educational outcomes for Indonesian children. Despite its potential, the program's implementation and funding mechanisms have ignited political debate. The potential to significantly boost student health and learning capabilities are contrasted against the risks of inefficiency and potential corruption. They deliberated on whether the anticipated improvements in public health would justify the public spending, with lessons from America and Japan's programs. 3. Capital City Move from Jakarta to Nusantara: The planned relocation of Indonesia's capital from Jakarta to Nusantara faces logistical and political challenges, which are natural for the extensive infrastructural developments. The discussion underscored the strategic necessity of such a move, considering Jakarta’s environmental and congestion issues. However, the media's critiques of overly-optimistic timelines and potential underestimations of required investments should be compared with the 30-40 years that it took for Washington DC to become the new capital city of America. Jeremy and Gita also covered the role of global trade flows, protectionist policies’ implications on economic growth, and the critical role of accountability in government spending. Watch, listen or read the full insight at https://www.bravesea.com/blog/indonesia-free-school-lunches Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/indonesia-free-school-lunches-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/indonesia-free-school-lunches-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/indonesia-free-school-lunches-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 18, 202427 min

S1 Ep 460DJ Tan: Prince of Fermentation, Coffee Without Beans & Government Food Scientist - E460

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 experiences shaped his decision to experiment at the frontier of what humans eat and drink and merge rigorous scientific methods with innovative culinary practices. He discussed the challenges that novel food products face, particularly in achieving cost parity and consumer acceptance regarding taste. 2. Prince of Fermentation: Transitioning from a chemistry enthusiast to a fermentation expert, DJ detailed his journey from organic synthesis to leveraging his expertise to transform flavor profiles in partnership with alcohol mixologists and chefs. Fermentation is a strategic solution that enhances and creates new flavors while potentially reducing production costs. He also shared how his title was accidentally coined, and how he feels about this personal brand today. 3. Coffee Without Beans: DJ discussed the inception of Prefer, a startup aimed at creating sustainable food solutions, beginning with bean-free coffee. He outlined the strategic positioning in the market, focusing on consumer benefits and business challenges. Prefer's goal is to revolutionize the coffee industry by offering an environmentally friendly alternative that maintains taste and convenience. The conversation also touched on scaling production, sustainable packaging, and the impact of their business model on the food industry’s adaptation to climate change. Jeremy and DJ also talked about the technical challenges in food science, consumer trends towards innovative food products, and the impact of global environmental changes on agricultural practices. Watch, listen or read the full insight at https://www.bravesea.com/blog/dj-tan Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/dj-tan-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/dj-tan-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/dj-tan-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 15, 202430 min

S1 Ep 459Patrick Linden: Dealguru $34M Acquisition, Southeast Asia Roll-Up Strategy & Match.asia M&A Marketplace - E459

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 ignited his entrepreneurial passion, and he recounted the inception of Dealguru, an e-commerce platform inspired by the Daily Deal model. He described a strategic marketing stunt involving Starbucks vouchers that catapulted the platform into the public eye, which quickly established it as a key player in Singapore’s e-commerce sector. 2. Match.asia M&A Marketplace: Patric's new platform aims to facilitate M&A activities by connecting sellers and buyers in the lower mid-market, focusing on transactions below $100 million. Patrick also outlined the challenges and strategies of M&A and the importance of creating a well-integrated market ecosystem to support transactions. Streamline M&A searches would make it more affordable and accessible vs. inefficient brokers, and was inspired by the challenges he faced. 3. Southeast Asia Roll-Up Strategy: Patrick detailed his experience with roll-up strategies where multiple smaller companies in similar sectors across different markets are merged to form a larger entity, which improves market presence and operational efficiency. He discussed how this strategy has been effective in sectors like online food delivery and e-commerce, particularly in a fragmented market like Southeast Asia. He also shares his personal experience doing this with Dealguru vs. Groupon. Jeremy and Patrick also touched on Patrick's early experiences adapting to life in Singapore, the nuances of navigating different business cultures, and the importance of resilience in the face of entrepreneurial challenges. Watch, listen or read the full insight at https://www.bravesea.com/blog/patrick-linden Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/patrick-linden-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/patrick-linden-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/patrick-linden-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Aug 13, 202435 min

S1 Ep 458Singapore: USA Civilian Nuclear Deal, Politicians vs. Technocrats & Allianz Insurance Acquiring NTUC Income with Shiyan Koh - E458

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 communications, emphasizing the need for transparent messaging to maintain stakeholder trust and societal confidence. They also reflected on the lessons for nonprofits and social enterprises regarding the importance of the constitution to safeguard social objectives. 2. USA Civilian Nuclear Deal: Singapore signed a thirty-years long “123” agreement to access US nuclear energy technologies and expertise that are under export controls. 95% of Singapore’s electricity is powered by fossil fuels, with low opportunities for solar, wind, geothermal and other renewable sources. Nuclear modular reactors would be one of the few ways to achieve Singapore’s ambitious 2050 net zero carbon emissions pledge. America signed similar deals with Australia, India, Indonesia, Japan, Philippines, Taiwan and Vietnam - with implications for energy security, diplomatic alliances and optionality for national defense. 3. Politicians vs. Technocrats: They explored the contrasting leadership styles and political approach of Tim Walz, JD Vance, and Mitt Romney. With different experiences as teacher, veteran, venture capitalist, management consultant and community organizer, they exhibit the difference in skillsets between governance and winning votes. They compare this to Singapore’s policy and political landscape, and whether technocrats or retail politicians better serve their communities. Jeremy and Shiyan also discussed the role of regulatory oversight in corporate transitions, the influence of legal structures on organizational missions, and the cultural implications of business practices across different regions. Watch, listen or read the full insight at https://www.bravesea.com/blog/singapore-usa-nuclear-deal Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/singapore-usa-nuclear-deal-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/singapore-usa-nuclear-deal-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/singapore-usa-nuclear-deal-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Aug 11, 202423 min

S1 Ep 457Why I Joined Lucence: Personal Loss, Atomic Building & Being the Dumbest Person in the Room - E457

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 appreciates being "the dumbest person in the room” and learning from experts in genetics, medicine, and data science. This role fulfills his entrepreneurial energy with a strong sense of purpose: getting revenge on cancer, improving patient treatment outcomes and saving lives globally. Watch, listen or read the full insight at https://www.bravesea.com/blog/why-i-joined-lucence Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/jwhy-i-joined-lucence-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/why-i-joined-lucence-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/why-i-joined-lucence-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Aug 8, 202412 min

S1 Ep 456Jeremy Tan: Cambridge Engineer & Harvard MBA, Founding Tin Men Capital & Fatherhood Insights - E456

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, which propelled him into finance with Morgan Stanley investment banking and later private equity. Getting an MBA at Harvard Business School opened up many doors for him, especially in building a global alumni network that later allowed him to secure essential early LP funding for his VC fund. 2. Founding Tin Men Capital: Jeremy shared what catalyzed his inspiration to finally make a leap of faith and launch a VC fund focused on B2B technology startups in Southeast Asia. Raising the first fund in a nascent VC market was challenging, and he shared his perspective on how to be successful as an emerging manager. He also shared the importance of understanding local industries and maintaining a tight, selective portfolio. 3. Fatherhood Insights: Jeremy reflected on how becoming a parent influenced how he now manages partnerships in business. He noted the importance of communication and empathy, and advocates for a balance between personal and professional aspirations. Just as it did in his own personal transformation journey and relationship with his children, directive approaches often fail when collaborating with founders. They also discussed his initial challenges of settling in at Cambridge, the influence of childhood experiences on leadership styles, and his personal coping mechanisms for stress. Watch, listen or read the full insight at https://www.bravesea.com/blog/jeremy-tan Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/jeremy-tan-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/jeremy-tan-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/jeremy-tan-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Aug 6, 202429 min

S1 Ep 455China: Indonesia & Trump Tariffs, Manufacturing Dominance & Involution 内卷 & Education Labor Mismatch with Jianggan Li- E455

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 customers, e.g a hotpot restaurant struggling to get custom-branded plates. Similar measures include Brazil's quota for steel products, South Africa's tariffs on solar panels, and Trump's proposal to increase US tariffs to 60% on Chinese goods. 2. China Manufacturing Dominance: Manufacturing efficiency is driven by specialization, scale and agglomeration, e.g. Zhejiang dominates specific industries such as fishing rods, while Zhongshan (Guzhen) is known as the "lighting capital of the world." Historical precedents are Germany and Japan's post-WWII industrialization surge that resulted in global trade wars, UK protectionism and USA enacting the Plaza Accords to protect their manufacturers. 3. Involution 内卷 & Education Labor Mismatch: Intense competition in China's manufacturing sector has resulted in low profit margins and thus low salaries for workers. Fierce competition among workers for limited gains leads to significant burnout, a phenomenon known as "involution" (内卷, nèijuǎn). Chinese workers heavily invest in gaokao (高考) education for their children as a ticket to a better life, but too many families doing so has led to an oversupply of university graduates vs. the actual labor market - further exacerbating stress and pressure. Overseas consumers benefit the most by enjoying low prices and high-quality goods, which contribute to low inflation in their own countries. Jeremy and Jianggan highlighted Singapore and Malaysia's collaboration challenges on data centers, Germany's vocational education system, and the long-term benefits of Chinese businesses setting up operations abroad. Watch, listen or read the full insight at https://www.bravesea.com/blog/china-trade-wars Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/china-trade-wars-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/china-trade-wars-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/china-trade-wars-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Aug 4, 202428 min

S1 Ep 454Algostorm: Algorithm Storm Social Manipulation, Trendjacking Botnets & Government Countermeasures - E454

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 botnets, corporations, and professional influencers. He also drew parallels to the stock market, where algorithm-driven trading can cause flash crashes, leading to rapid market drops and recoveries. Some people trendjack to push their agendas, others unconsciously follow what seems to be majority opinion, and some seek refuge in genuine human interactions. He pointed out government actions to regulate content platforms and deploy Internet “circuit-breaker” blackouts, across Singapore, India, Myanmar, Indonesia, Iran and Bangladesh. Acknowledging the power of online influence is the first step to taking back control over one’s reactions and gaining intentionality in the digital sphere. Watch, listen or read the full insight at https://www.bravesea.com/blog/algostorm-survival Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/algostorm-survival-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/algostorm-survival-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/algostorm-survival-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Aug 1, 202424 min

S1 Ep 453Founder Frauds, Startup Accounting Tricks (GMV, Revenue, Gross Margin, Contribution Margin) & Revenue Bundling & Valuation Multiples with Adriel Yong - E453

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 contribution margin into CM1, CM2, CM3 and CM4. This has caused investor misunderstandings, accusations of misleading financial reporting and startup boards to focus on the wrong metrics. Prevalance is high due to inexperienced finance teams, emerging VCs and poor market norms/ incentives. 2. Revenue Bundling & Valuation Multiples: Jeremy and Adriel addressed how one-stop-shop/ superapp startups may bundle multiple revenue streams under a single total "revenue" term: one-off sales, onboarding fees, GMV-based revenue, direct material sales, SaaS subscription, and lending revenues. VCs may mistakenly apply the same "tech valuation multiple" to all of these different revenue streams, leading to inflated valuations and later misunderstandings of the actual growth rate. For example, many VCs failed to understand net interest margins for lending startups, thus failing to account for non-performing loans. 3. Founder Frauds: Jeremy and Adriel discussed real-life anonymized examples of theft, misrepresented financials, inflated invoices, related party transactions without proper disclosure and fake school credentials. They noted that these practices are common in markets with less rigorous due diligence processes or less professional founder / executive business norms. VCs face challenges in detecting fraud, such as spot-checking large-scale operations or non-existent offices, underscoring the need for thorough due diligence to verify data accuracy. Jeremy and Adriel also talked about the impact of bribery and kickbacks on market operations, effective methods for verifying company operations, and the importance of appointing neutral CFOs to oversee transparent financial practices. Watch, listen or read the full insight at https://www.bravesea.com/blog/startup-tricks Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/startup-tricks-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/startup-tricks-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/startup-tricks-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 30, 202443 min

S1 Ep 452Kamala vs. Trump USA Election, NTUC Income Insurance Privatization by Allianz & Indonesia D2C & Productivity Solutions Grant (PSG) - E452

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 candidacy and the shift in political dynamics were key points, along with how both parties still view being tough on China as beneficial. 2. NTUC Income Insurance Privatization by Allianz: Jeremy and Shiyan explored the implications of selling a majority stake of NTUC Income, Singapore's insurance cooperative, to Allianz. Allianz CEO's “We're not in Asia to buy top line; we want to build a resoundingly profitable business” reflects how this acquisition will transfer wealth from policyholders towards current shareholders. They debated the public policy rationale behind the decision, in light of the complexities of balancing profitability with social benefits in the insurance sector. 3. Indonesia D2C & Productivity Solutions Grant (PSG): Jeremy and Shiyan talked about the income distribution and purchasing power disparities in Indonesia, and shared about a founder who pivoted from a B2B SaaS model to a direct-to-consumer retail business called Lucky Bundle, which focuses on serving the lower-income 80% of the population. They also discussed the productivity solutions grant (PSG) in Singapore, discussing how government subsidies can impact market competitiveness. The implementation approach of these subsidies may accidentally support sub-standard vendors, thus hindering the development of globally competitive businesses. Jeremy and Shiyan also covered the challenges of building in different GDP per capita zones, differences between public and private healthcare costs, and the role of cooperatives in balancing market dynamics. Watch, listen or read the full insight at https://www.bravesea.com/blog/singapore-insurance-cooperative-privatization Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/singapore-insurance-cooperative-privatization-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/singapore-insurance-cooperative-privatization-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/singapore-insurance-cooperative-privatization-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 28, 202423 min

S1 Ep 451BRAVE's Secret Learnings: Seeing The Future, High-Conviction Bets & Personal Narrative Mental Models - E451

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-conviction bets while others mock them. He also underscores the value of understanding other's personal narratives to uncover motivations and predict future actions in a rapidly-evolving web of relationships. Watch, listen or read the full insight at https://www.bravesea.com/blog/brave-secrets Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/brave-secrets-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/brave-secrets-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/brave-secrets-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 25, 202410 min

S1 Ep 450Parin Mehta: Google & Airbnb GM Career, Tech Executive to Founder Coach & Leadership Advice - E450

​​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 jump in 2007 from management consulting to Google rapidly scaling across USA, Europe, Africa, and eventually Singapore. He then stepped up as Airbnb's Asia-Pacific General Manager to lead the division for growth and through the pandemic. 2. Tech Executive to Founder Coach: Initially, coaching was a necessity because he led teams with more qualified individuals (which made directing them less effective) and thus focused on asking questions and removing blockers. This naturally evolved into a coaching style, which he has refined over the years through practice, certification and intentional development into a more reflective approach. He shared the joy and power of asking the right question at the right time. 3. Leadership Advice: Executives and founders are often lonely, stuck with difficult decisions, and actually responsible for the company challenges they now face. People seeking coaching will eventually come to understand that it’s not about getting answers but discovering insights through thoughtful questions. He stressed the importance of creating a safe environment for reflection and deep thinking, which leads to more meaningful actions. Jeremy and Parin also discussed the importance of chemistry between coach and coachee, the misconceptions about coaching vs. consulting or mentoring, and COVID-19’s impact on team dynamics. Watch, listen or read the full insight at https://www.bravesea.com/blog/parin-mehta Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/parin-mehta-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/parin-mehta-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/parin-mehta-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 23, 202436 min

S1 Ep 449Vietnam: Putin Bamboo Strategy, Data Sovereignty & 49% Foreign Ownership Limit & Investment Landscape with Valerie Vu - E449

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 less than a year, Vietnam hosted visits from Presidents Xi Jinping, Joe Biden, and Vladimir Putin. This balancing act is crucial for Vietnam given its historical ties with Russia for military supplies and Vietnam war support, and its growing economic connections with the US and China. Valerie also pointed out that while the US expressed disappointment over Putin’s visit, Vietnam’s neutral stance is essential for its strategic, political, and economic interests. 2. Data Sovereignty & 49% Foreign Ownership Limit: Vietnam's new data sovereignty laws require tech giants like Amazon and Google to store data locally, similar to China and USA. They also discussed the foreign ownership cap, which limits foreign entities to 49% ownership in sensitive sectors like banking to safeguard national interests. However, insufficient local data capacity has led Vietnam to now allow 100% foreign ownership in data centers to attract more data center operators. 3. Investment Landscape: Valerie shared insights into the sectors thriving in Vietnam despite global financial uncertainties. She mentioned that consumer goods, healthcare, and education are performing exceptionally well. She discussed the challenges faced by fintech startups in Vietnam, particularly due to the lack of an open regulatory sandbox and the dominance of well-established banks. Jeremy and Valerie also discussed the impact of geopolitical tensions on FDI in Vietnam, the importance of infrastructure development for sustained economic growth, and the shift in educational trends. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-bamboo-strategy Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/vietnam-bamboo-strategy-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/vietnam-bamboo-strategy-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vietnam-bamboo-strategy-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 21, 202430 min

S1 Ep 448Don't Ask Stupid Questions vs. High Performer Learning & Humility - E448

Jeremy Au reflects on the transformative power of asking questions by sharing his personal career experiences. He reveals how an early experience in the army working for a boss who discouraged questions shaped his initial approach to leadership and masculinity. He had to face a pivotal internship experience where not asking questions nearly derailed his career in order to learn the importance of transforming feedback into growth. Acknowledging what we don't know and being brave to confront social vulnerability is key to eventually reaching high performance. Watch, listen or read the full insight at https://www.bravesea.com/blog/dont-ask-stupid-questions Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/dont-ask-stupid-questions-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/dont-ask-stupid-questions-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/dont-ask-stupid-questions-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 18, 202412 min

S1 Ep 447Karl Mak: Viral Memes Founder, Price of Fame & Hepmil Media Evolution - E447

Karl Mak, Cofounder & CEO of Hepmil Media Group, and Jeremy Au talked about three main themes: 1. Viral Memes Founder: Karl shared the story of how SGAG was born out of boredom during his university days at Singapore Management University (SMU) where he and his co-founder Adrian spent time creating side businesses. The breakthrough came in 2012 when Singapore's McDonald's ran out of curry sauce, a rare headline that inspired them to create a viral meme. This led to the creation of SGAG, a Facebook page where they posted memes that quickly gained popularity. They realized the potential of their reach when they saw that their memes were engaging millions of Singaporeans weekly. They initially monetized by selling t-shirts but soon found it unsustainable. They got inspired by BuzzFeed and Vice and shifted to integrating brands into their content, leading to their first big break with Scoot Airlines. 2. Hepmil Media Evolution: Despite challenges, such as a failed M&A with a large media company in 2018, they persisted and reimagined the business, leading to significant growth, with the company now employing 200 people across six offices in Southeast Asia. Karl described how they expanded both geographically (from Singapore to Malaysia and Indonesia, reaching 15 million young people) as and with new verticals like Hepmil Creators Network to support young content creators on platforms like TikTok. This led to a successful Series A funding and by 2021, they ventured into social commerce, leveraging their network for live streaming sales in Vietnam and the Philippines. 3. The Price of Fame: Karl reflected on why people want to be famous and the challenges that come with it. He categorized people into three groups: artists with a creative itch, those who become famous accidentally, and those seeking recognition for vanity reasons. He highlighted the downsides of fame, such as loss of privacy and the pressure to constantly post content, leading to burnout and identity crises. He also stressed the importance of mental and physical well-being, advising creators to take breaks and maintain a clear separation between their personal and online personas. He shared his own coping mechanisms during COVID-19, such as running and cycling, which helped him manage stress and maintain his mental health. Jeremy and Karl also discussed the impact of accidental fame, the evolving nature of media consumption, and strategies for mental health and well-being for content creators. Watch, listen or read the full insight at https://www.bravesea.com/blog/karl-mak Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/karl-mak-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/karl-mak-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/karl-mak-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 16, 202441 min

S1 Ep 446Indonesia: 200% China Import Tariffs, Ransomware Attacks 282 Agencies & 27,000+ Government Apps Consolidation with Gita Sjahrir - E446

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. 200% China Import Tariffs: Jeremy and Gita explored Indonesia's recent imposition of up to 200% tariffs on Chinese imports like footwear, clothing, textiles, cosmetics, and ceramics. Indonesia's trade minister's remarks "I told my colleagues not to be afraid or hesitant. America can impose tariffs of up to 200 percent on ceramics and clothing; we can too" show that America is serving as a role model for further trade decoupling and is no longer a champion for free trade. They discussed the rationale of "protecting MSMES" - with varied impacts on different sizes and types of local businesses. Gita highlighted Indonesia's historical tendency towards protectionism and the broader implications of such policies on the country's business environment. Jeremy and Gita agreed that while tariffs might provide short-term relief, they do not address the underlying systemic problems around industrial policy or "ease of business" reforms. 2. Ransomware Attacks on 282 Agencies: Jeremy and Gita discussed the recent ransomware attack that compromised the data of millions of Indonesian citizens. Gita explained that hackers held government data hostage and later returned the key due to the government's unpreparedness. She mentioned that ministers and heads of security showed a lack of responsibility and accountability, which highlights the urgent need for improved cybersecurity measures. Gita and Jeremy also discussed the broader implications of such lapses on public trust and governance. They emphasized the importance of having knowledgeable leaders in charge of technology and security to prevent future breaches. 3. 27,000+ Government Apps Consolidation: Jeremy and Gita touched on the Indonesian government's initiative to consolidate over 27,000 government apps into a more efficient system. President Jokowi's directive aimed to reduce redundancy and improve cybersecurity. Gita mentioned that one ministry alone could have over 500 apps, and the government spent around $386 million in the past year creating new apps. They explained that the consolidation effort is intended to streamline operations and enhance security by reducing the surface area vulnerable to attacks. They also discussed the challenges of implementing such a consolidation and the resistance from those benefiting from the current inefficiencies. They emphasized the importance of political will and effective communication in driving these large-scale changes. They also added that the agency responsible for this initiative would be called GovTech Indonesia, similar to Singapore's successful model. Jeremy and Gita also discussed the potential relocation of Chinese companies to Indonesia, Indonesia’s private sector’s resilience despite governmental challenges, the need for cybersecurity improvements following recent data breaches, and strategies for reducing bureaucratic red tape to foster a better business environment. Watch, listen or read the full insight at https://www.bravesea.com/blog/china-import-tariffs Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/china-import-tariffs-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/china-import-tariffs-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/china-import-tariffs-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 14, 202429 min

S1 Ep 445Lonelytech: Isolation Epidemic, Digital Companions & Manufacturing Pretend Empathy - E445

Jeremy Au examines the rise of 弱者営業 ("jaku-sha eigyō") "lonelytech" - the emerging AI companion industry. His observation of a man on a train openly interacting with an AI girlfriend highlights the rapidly increasing prevalence of digital companionship, e.g. Rosanna Ramos and Scott, who have formed intimate relationships with AI companions who offer consistent emotional support without the complexities of flawed humans. He discusses why societal shifts in family structures and community are driving the "loneliness epidemic" - and how startups are looking to serve, commercialize and medicalize this market gap. He warns about the potential societal consequences, including the displacement of messy real human connections. Jeremy advocates for building genuine communities, maintaining moderation in AI interactions and emphasizing the importance of intentionality in using technology to support, rather than replace, human relationships. Watch, listen or read the full insight at https://www.bravesea.com/blog/digital-girlfriend-industry Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/digital-girlfriend-industry-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/digital-girlfriend-industry-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/digital-girlfriend-industry-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 11, 202412 min

S1 Ep 444Roy Ang: Grab Executive to D2C Founder, Evo Commerce Consumer Secrets & Overcoming Pivot Challenges - E444

Roy Ang, CEO & Cofounder of Evo Commerce, and Jeremy Au talked about three main points: 1. Grab Executive to D2C Founder: Roy began his professional journey in banking but soon realized it wasn't his calling. After a year, he shifted to the tech media industry, landing a job at E27 through a bold cold call to Mohan Balani, E27’s founder. Roy thrived at E27, organizing tech conferences across Asia. This experience ignited his passion for tech and startups, leading him to Grab in 2016. He also helped build Grab’s financial services division which scaled from a team of five to a 2000-person operation and created payments and rewards programs for millions. 2. Evo Commerce Consumer Secrets: Roy's entrepreneurial spirit led him to co-found Evo Commerce in 2020, just as COVID-19 began. He and his co-founder initially started a live-streaming software for celebrities and influencers. However, they found the market for live streaming limited and non-recurring, prompting a pivot to direct-to-consumer (D2C) products. He launched Evo Commerce with a hangover supplement called bback, capitalizing on his personal experience and market demand. He transitioned to personal care products like hairdryers and curlers, leveraging their digital marketing expertise to achieve rapid growth. 3. Overcoming Pivot Challenges: Roy openly discussed the personal and professional challenges of entrepreneurship. He explained that the initial pivot from live streaming to direct-to-consumer(DTC) met with skepticism from investors and his team. However, Roy’s strong conviction and adaptability were key to navigating this transition. He highlighted the loneliness and mental strain of being a founder, emphasizing the importance of support systems, including family and a network of fellow entrepreneurs. He stressed the significance of maintaining a work-life balance, time-blocking for family, and seeking positive energy from the community. Jeremy and Roy also touched on the contrasting experiences of working in startup ecosystems vs. large tech companies, the personal challenges and rewards of entrepreneurship, and maintaining a balanced family life. Watch, listen or read the full insight at https://www.bravesea.com/blog/roy-ang Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/roy-ang-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/roy-ang-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/roy-ang-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 9, 202432 min

S1 Ep 443Singapore Port Traffic Jam From USA Tariffs & Middle East Conflict, Climate Change Creating Arctic Shipping Route & Trump 10% Global & 60% China Tariffs with Shiyan Koh - E443

Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au talked about three main points: 1. Singapore Port Traffic Jam From USA Tariffs & Middle East Conflict: Shiyan and Jeremy examined the severe traffic congestion at Singapore's port, now at unprecedented levels. Yemen's Houthi rebel attacks on Red Sea commercial shipping (in support of the Gaza conflict) has diverted container ships from the Suez Canal to the Cape of Good Hope route, thus forcing ships to refuel and unload cargo in Singapore instead of Middle Eastern ports. The USA Biden administration's increased tariffs on China have prompted Chinese exporters to expedite shipments before the tariffs take full effect, further exacerbating the congestion. The broader manufacturing "China Plus One" decoupling strategy has also compounded the supply chain management issues. 2. Climate Change Creating Arctic Shipping Route: Global warming is melting the Arctic North Pole ice, thus empowering ships to soon bypass traditional shipping routes through the Straits of Malacca and thus Singapore. They discussed why Russia and China are interested in overcoming the substantial infrastructural and financial challenges to establish viable northern ports, and why this is a negative for Singapore’s shipping industry over the course of the next 100 years - similar to the fall of the Venetian empire due to shifting trade routes. 3. Trump 10% Global & 60% China Tariffs: Jeremy noted that if Trump wins the 2024 election, his proposed tariffs could dramatically alter global trade dynamics, with tariffs as high as 60% on Chinese imports. They discussed how this trade war scenario would force Chinese companies to accelerate relocating to Southeast Asia or other regions. Shiyan shared insights from her recent trip to China, emphasizing the country’s robust infrastructure capabilities and the strategic responses of Chinese companies. Jeremy and Shiyan also talked about Singapore’s historical role as a deep-water port, technology’s role in shaping future economic landscapes, and the potential for increased domestic manufacturing in the US. Watch, listen or read the full insight at https://www.bravesea.com/blog/global-supply-chain-disruptions Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog//global-supply-chain-disruptions-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog//global-supply-chain-disruptions-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog//global-supply-chain-disruptions-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 7, 202423 min

S1 Ep 442Mohan Belani: Founding e27 & Echelon, Media Business Myths & Angel & Orvel VC Investing Journey - E442

Mohan Belani, Cofounder & CEO of e27, and Jeremy Au talked about three main themes: 1. Founding e27 & Echelon: Mohan discussed his early career decisions as a computer engineering undergraduate with the NUS Overseas Colleges (NOC) program, failed founder and startup executive. He shared how he juggled his studies and his founding role in e27, often receiving warning letters for his grades. He and his co-founder Thaddeus faced significant challenges, including resetting the brand, cleaning up the cap table, and attracting investors from Japan, Thailand, Taiwan, and Indonesia between 2012 and 2013​​​​. Despite these challenges, e27 has developed into a leading player in the region’s tech ecosystem. 2. Media Business Myths: Mohan highlighted the profitability potential of media and events businesses, despite common misconceptions. He emphasized avoiding vanity metrics and focusing on real ROI. During the COVID-19 pandemic, e27 pivoted from physical events to online channels, resulting in significant growth in media and webinar revenues from 2021 to 2023. This strategic shift resulted in the three best years in the company’s history. He also discussed the tough decisions, such as canceling events instead of postponing them and making hard choices around salaries and compensation. He underscored the importance of navigating partnerships with government agencies, which often have different operating metrics and objectives compared to for-profit companies. 3. Angel & Orvel VC Investing Journey: Mohan recounted the lessons learned from his 30 angel investments that begun in 2013. He shared how founding Orvel Ventures with Milan Reinartz and Jeremy Au required a new systematic approach to evaluating companies, including analyzing gross margins and exit opportunities. His experience as an LP in funds like Golden Gate Ventures and Rebel Fund provided insights into the importance of localized GPs and focused investment strategies. He also stressed the need for funds to support local ecosystems and avoid overly ambitious scaling plans. Jeremy and Mohan also talked about effective onboarding practices, the evolution of the tech ecosystem in Southeast Asia and the use of OKRs to plan and assess personal and professional progress. Watch, listen or read the full insight at https://www.bravesea.com/blog/mohan-belani Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/mohan-belani-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/mohan-belani-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 4, 202431 min

S1 Ep 441Thomas Jeng: BCG Consultant to Aspire GM, Navigating Regional Fragmentation & Continuous Learning Self-Awareness - E441

Thomas Jeng, Singapore General Manager of Aspire, and Jeremy Au talked about three main themes: 1. BCG Consultant to Aspire GM: Thomas discussed his decision-making process at Georgetown University aiming to become a lawyer or diplomat, but switched to consulting at BCG where he worked on challenging projects like "delayering" cases. He recounted his transition to an executive advisor role at Gartner in Singapore, and eventually completing a Yale MBA. He also shared how founding a digital talent startup that eventually failed enriched his leadership skills. He helped scale 500 Startups' ecosystems business from $2 million to $16 million and then led the Singapore market as GM for Aspire, one of Asia's leading fintech startups. 2. Navigating Regional Fragmentation: Thomas talked about Southeast Asia's fragmented market, emphasizing its complexity and the need for tailored strategies. He contrasted the region's challenges with the more straightforward dynamics of the US market and identified fintech as a significant growth sector in the region, particularly in Singapore, due to favorable geopolitical conditions. He also highlighted underinvested areas like professional services, legal services, and logistics. For aspiring regional managers and GMs, he stressed the importance of people management, communication, and functional expertise. Successful GMs should understand broader organizational contexts, influence product roadmaps, and develop strategic visions aligned with company goals. 3. Continuous Learning Self-Awareness: Thomas reflected on his journey towards self-awareness and the importance of confidence and humility. He advised his younger self to balance confidence in his strengths with the recognition of areas needing improvement. He noted that the balance is crucial for personal and professional growth. He also emphasized that effective learning involves acknowledging knowledge gaps and actively seeking to fill them. He shared how his experiences, from consulting to startups, taught him the value of both strategic planning and execution. Jeremy and Thomas also talked about the emotional toll of "delayering" consulting cases, challenges in digital transformation within traditional banking, and the impact of generative AI on professional and legal services. Watch, listen or read the full insight at https://www.bravesea.com/blog/thomas-jeng Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/thomas-jeng-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/thomas-jeng-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Learn more about Evo Commerce at bback.co and stryv.co

Jul 2, 202434 min

S1 Ep 440Thailand: Thaksin Lese-Majeste & PM Lawsuits, 2029 Super-Aged Population & D2C Consumer & VC Opportunities with Wing Vasiksiri - E440

Wing Vasiksiri, General Partner of WV, and Jeremy Au discussed three main themes: 1. Thaksin Lese-Majeste & PM Lawsuits: Recent legal events (Thailand's court delay in the verdict on dissolving the Kao Klai (Move Forward Party), Thaksin Shinawatra lawsuit and PM Srettha Thavisin cabinet hearing) contribute to political instability, affecting investor confidence and stock market performance. They also discussed the economic impact of Thailand’s highest interest rate in a decade at 2.5%, and the ongoing conflict between the Prime Minister and the Bank of Thailand over whether to lower rates to stimulate growth. The country's economic growth forecast stands at 2.6%, lagging behind neighbors like Indonesia and Vietnam. 2. 2029 Super-Aged Population: Thailand reached the "aged" demographic milestone in 2023 (20% of its population 60+ years old), and is projected to become a "super-aged" society by 2029. This shift presents challenges such as increased social welfare burdens and reduced productivity. However, it also creates opportunities in sectors like healthcare and elder care. They also noted the trend towards health-conscious consumer behavior, indicating potential for businesses to cater to this demographic shift. 3. D2C Consumer & VC Opportunities: They discussed the success of Thai and Singaporean D2C companies like "After You," a dessert chain that went public by localizing consumer food preferences. Wing highlighted a common issue where many companies seek venture capital (VC) without being suitable for it. He clarified that venture capital is a specific type of financing intended for highly volatile and high-growth potential businesses. He also emphasized that raising venture capital does not inherently validate a company's worth and pointed out that VC suitability depends on the business’s ability to capture significant enterprise value quickly, often driven by market dislocations such as technological advancements or regulatory changes. Jeremy and Wing also compared consumer market trends in Thailand vs. Singapore, regulatory changes for marijuana and alcohol production, and public-private partnerships in supporting infrastructure projects. Watch, listen or read the full insight at https://www.bravesea.com/blog/super-aged-thailand Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/super-aged-thailand-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/super-aged-thailand-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 30, 202436 min

S1 Ep 439Cognitohazards: Suicide Social Contagion, 1982 Tylenol Poisonings & Extremist Self-Radicalization - E439

Jeremy Au delved into the concept of “cognitohazards” — information that causes harm upon comprehension. Introduced by the sci-fi novel "There is No Antimemetics Division," this definition helps encapsulate a new danger in modern society. Examples include the "Werther effect" where suicide becomes contagious due to social replication and mass media, self-radicalization by online extremist content (a Singapore Chinese teenager became a believer of white supremacist idealogy and wanted to conduct a mass shooting), and the 1982 cyanide poisoning of Tylenol bottles where mass media coverage resulted in hundreds more of copycat attacks. Content is censored by governments or self-censored by journalists & social media platforms to prevent triggering harmful behaviors. Jeremy also touches on how listeners can become mindful of their information diet: healthy, junk and poisonous content. Watch, listen or read the full insight at https://www.bravesea.com/blog/cognitohazards Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/cognitohazards-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/cognitohazards-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 27, 20249 min

S1 Ep 438Sam Gibb: New Zealand Law to Southeast Asia VC, Regional Fintech Upside & Aspiring VC Partner Advice - E438

Sam Gibb, Managing Partner of Resolution Ventures, and Jeremy Au talked about three main themes: 1. New Zealand Law to Southeast Asia VC: Initially set on a legal career, Sam quickly realized it wasn't his calling after interning at a law firm. Sam transitioned to PwC, where he worked in the finance sector. In 2011, Sam relocated to Singapore to tap into the deeper capital markets and work with hedge funds and private equity firms, focusing on Asian equities. By 2014, Sam had founded Resolution Ventures, a seed-stage fintech fund dedicated to the Southeast Asian market. The fund has been successful in deploying its initial capital and Sam is now in the process of raising a second fund. 2. Regional Fintech Upside: Sam emphasized the complex nature of the region, with its diverse regulations, languages, and cultural nuances across different countries. Despite these challenges, he pointed out the significant opportunities in fintech, especially in areas like alternative credit scoring and small-value cross-border currency transfers. He noted that companies that succeed in Southeast Asia are those that can adapt their strategies to each local market's unique requirements. He also mentioned the critical role of fintech in enhancing financial inclusion, allowing underserved populations to access financial services that can improve their economic standing. 3. Aspiring VC Partner Advice: Sam provided practical advice for new fund managers, stressing the importance of patience and relationship-building. He acknowledged the frustration many investors feel due to the challenging return environment in Southeast Asia. Sam emphasized the need for transparency in valuation practices and the importance of secondary transactions to improve liquidity. He urged fund managers to embrace realistic valuations and co-create genuine value, and not be tempted to overhype investment returns. Jeremy and Sam also discussed ultra-marathons and how they shape his approach to personal challenges, the implications of capital stack dynamics on fund returns, and the strategies for building a robust network. Watch, listen or read the full insight at https://www.bravesea.com/blog/sam-gibb Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/sam-gibb-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/sam-gibbs-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 25, 202429 min

S1 Ep 437$3B Money Laundering Singapore Family Offices, Apple AI Integration & VC Fraud Maze with Shiyan Koh - E437

Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au talked about three main themes: 1. $3B Money Laundering Family Offices: Jeremy and Shiyan highlighted recent fraud cases in Singapore involving Chinese nationals, focusing on a massive $3 billion scheme by a group of 10 individuals who set up five family offices. This prompted tighter regulations from the Monetary Authority of Singapore (MAS) across the entire industry. Shiyan pointed out the vague and advantageous nature of family offices, stressing the need for more stringent due diligence and transparency. Jeremy discussed identifying fraud signals, like lacking mutual LinkedIn connections and dubious educational claims. He emphasized the importance of thorough vetting and trusted referrals to mitigate risks in investment circles. 2. Apple AI Integration: Jeremy and Shiyan analyzed Apple’s AI announcement at the Worldwide Developers Conference (WWDC) in June 2024. They discussed Apple’s potential to drive AI adoption due to its vast consumer base and seamless integration. Shiyan highlighted Apple’s focus on privacy and on-device processing as significant differentiators from Google and Microsoft. They speculated on how AI could enhance Apple’s ecosystem, debating the strategic value of integrating apps like WhatsApp and Gmail. They compared Apple’s approach to Google’s, particularly in search and maps, noting Apple’s potential to create a more cohesive and secure user experience. 3. VC Fraud Maze: Jeremy and Shiyan dove into the challenges in finding reliable investment opportunities. They pointed out the varying levels of market maturity and transparency across the region, making it a tricky terrain for investors. Shiyan emphasized that building trust and meticulous due diligence are crucial, especially as many early-stage VCs and ecosystem players are still finding their footing. Jeremy shared his personal struggles with dealing in environments with nascent regulations and informal networks, stressing the need for vigilance and adaptability in such markets. Jeremy and Shiyan also discussed several other topics, including the differences in children’s learning abilities, advancements in technology and privacy implications, cultural challenges in language learning, strategic partnerships in tech, and market trends in Southeast Asian startups. Watch, listen or read the full insight at https://www.bravesea.com/blog/money-laundering-family-offices Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/money-laundering-family-offices-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/money-laundering-family-offices-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 23, 202423 min

S1 Ep 436Darwinian VC Evolution: Strategy Changes Due to Low Southeast Asia Fund Performance 0.4X vs. USA, India & China - E436

Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au assessed Southeast Asia's low VC fund performance (median 0.4X returns vs. USA (1X) and India (1.3x). They discussed VCs shifting towards more realistic and localized investment strategies, while also taking into account growing geopolitical USA vs. China tensions with their resulting trade and economic impacts on countries like Singapore, Indonesia and Vietnam. They explored a range of strategies: shift towards earlier-stage investments, private debt, exploring less saturated/ underpriced markets like Malaysia, increased focus on consumer categories, "rightsizing" towards smaller fund sizes, pushing for complex yet needed secondary transactions, instituting more disciplined investment practices and managing capital better. Watch, listen or read the full insight at https://www.bravesea.com/blog/darwinian-vc-evolution Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/darwinian-vc-evolution-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/darwinian-vc-evolution-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 20, 202430 min

S1 Ep 435Tommaso Demarie: Quantum Computing Startup, PHD Academia to Founder & Michelin Mistake Ownership - E435

Tommaso Demarie, CEO & Cofounder of Entropica Labs, and Jeremy Au talked about three main themes: 1. Quantum Computing Startup: Tommaso shared his insights on quantum computing and its potential applications. He talked about his company, Entropica Labs, which focuses on developing software for quantum error correction, a crucial element in quantum computing that mitigates errors caused by noise. He explained that quantum computers, unlike classical computers, leverage quantum mechanics to process information, enabling them to tackle complex problems that classical computers cannot solve efficiently. He also emphasized the transformative potential in fields like secure communications, chemistry, and optimization problems, providing examples such as the ability to crack cryptographic codes and simulate chemical properties of molecules more accurately​​. 2. PHD Academia to Founder: Tommaso first pursued a bachelor's and a master's in physics, followed by a PhD in quantum information theory. Despite an initial job in financial risk modeling, his passion for quantum computing led him to join the academic research community in Singapore. He shared how IBM's 2016 release of the first cloud-based quantum computer, making quantum computing more accessible, motivated Tommaso to transition from academia to entrepreneurship. He highlighted the challenges, including the importance of focusing on relevant problems and leveraging one's core competencies​​. 3. Michelin Mistake Ownership: Tommaso shared a personal story about working in a Michelin-starred restaurant, which taught him valuable lessons in ownership and accountability. In this high-pressure environment, he learned the importance of owning mistakes and seeking help to correct them. This experience paralleled his journey as a startup founder, where resilience, continuous learning, and adaptability are crucial. He also emphasized that taking ownership and being genuine in addressing mistakes are key traits for successful leadership and personal growth, especially in the startup ecosystem​​. Jeremy and Tommaso also talked about revolutionizing climate modeling, the challenges in fundraising for deep science startups, and the evolution of quantum error correction techniques. Watch, listen or read the full insight at https://www.bravesea.com/blog/tommaso-demarie Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/tommaso-demarie-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/tommaso-demarie-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 18, 202433 min

S1 Ep 434Vietnam: New President Tô Lâm, South China Sea Island Building (692 Acres) & Coal Energy & Flight Price Jumps with Valerie Vu - E434

Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed three main themes: 1. New President Tô Lâm: Jeremy and Valerie discussed the recent stabilization efforts by the Vietnamese government amidst political and economic turbulence, with the election of the new president, Tô Lâm, who previously served as the Minister of Public Security. The filling of this and other vacant leadership positions signifies a commitment to anti-corruption measures​​. They also discussed the government lending an additional $1.2 billion to Saigon Joint Stock Commercial Bank (SCB) in the past two months, summing up to a total $24.5 billion bailout (equivalent to 6% of Vietnam's GDP, and primarily financed by increasing money supply). 2. South China Sea Island Building (692 Acres): Jeremy and Valerie discussed the country's dredging and landfill work in the South China Sea, creating almost as much new land as in the previous two years combined. They also covered significant initiatives like the high-speed railway from Hanoi to Kunming, China, and the implications of the controversial Funan canal project in Cambodia. She explained that these projects are part of Vietnam's broader strategy to enhance its regional influence and secure its economic future. 3. Coal Energy & Flight Price Jumps: State-owned EVN (Vietnam Electricity) has urged consumers and factories, including Foxconn, to reduce power consumption by 30% to avoid power cuts. Despite efforts to improve North-South hydropower linkage, Vietnam's infrastructure delays and the continued manufacturing-centric industrial plan have led to sharply increased reliance on imported and carbon-emitting coal. They also explained the reasons behind the 25% year-on-year increase in domestic flight prices, which has made direct flights within Vietnam more expensive than international layovers. They compared the budget carrier VietJet, known for its cost-effective international flights but frequent domestic delays, with the more reliable state-owned Vietnam Airlines. Jeremy and Valerie also talked about the influence of political changes on investor confidence, the effects of rising fuel costs on domestic travel & logistics, and the tension between maintaining cultural heritage and embracing economic modernization. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-new-president Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/vietnam-new-president-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/vietnam-new-president-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 16, 202426 min

S1 Ep 433Bittersweet Goodbyes Before Raffles Junior College Demolition - E433

Jeremy Au reflects on his nostalgic visit to his alma mater Raffles Junior College before its demolition. He remembers his initial excitement of joining a new school, bitterness over a personal loss, and the processing of his grief over the next 2 decades. He also reconnected with former teenage classmates who are now fellow middle-aged adults, all of whom were enjoying seeing the campus one last time. He discusses the fleeting nature of time and the value of treasuring each moment before they inevitably become memories. Watch, listen or read the full insight at https://www.bravesea.com/blog/school-demolition-bittersweet-goodbyes Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/school-demolition-bittersweet-goodbyes-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/school-demolition-bittersweet-goodbyes-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to [email protected] to learn more about Heymax

Jun 13, 20248 min