Analyse Podcast

" Temu was launched in the US, their first market in September 2022. That is when Shein just started to gain a lot of traction. There's a lot of attention being paid to Shein. In the beginning, many people thought that Temu was a copycat of Shein because they both sold goods from China using this direct-from-China shipping model. However, I think the competition has evolved quite differently now,...

“The most important lesson that I have learned is really Know your audience. You need to really understand your audience, and what they want because oftentimes the content executives make the mistake of programming for themselves rather than the audience. And I actually went through the exact same mistake when I first started, because I believed what I like is what audience like. So I think that's...

"We have these very ambitious goals and we've spoken about a few, but there are many others in Europe. In particular, the E.U. and countries like the U.K. have very ambitious climate goals. For Google, we want to be part of the solution. So, good for me is, we make progress on our goals in our own operations, but we really want to help others. And we actually have this as a global goal rather than...

"I don't like to work with someone unless they're intrinsically motivated to do it. And so what I mean by that is, I don't think this is a service that you should sell to people. They should demand it and then they're looking in the market for someone to work with them. So I don't like to go out there and sell it per se. And so I used to get some early inbound from boards or investors to say, "Hey...

"If I were to summarize it, your job as a product manager is to deliver the right product to the right users, to solve the right problems at the right time. Now, your role is very contextual because you will focus on different parts of that statement, depending on the founders, the stage of life of the company, which industry it is and everything else. There are some core functional skill sets tha...

"I think the biggest learning that I had, and, by extension, JLL [Jones Lang LaSalle] in my last capacity was that it's not sufficient to take these companies and then just let them in the door. You can't hand one of your business clients the keys and expect them to drive. So, one of the first cohort companies in Urban Lab was a robotics company, and we created a revenue-sharing agreement with the...

"So already this year we've rolled out 10 of these regions. So two in APJ and Kuala Lumpur and Hong Kong. But 75 of these locations by the end of the year along with our core computing regions will give us 100 locations where customers can run these workloads, and we're not going to stop there. So we're going to have hundreds of these regions over the next few years, and we're going to focus on th...

"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing licensed entities, whether they be licensed startups or even licensed institut...

"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the media headlines. So I suppose my advice there is, never to accept clickbait at face value. If you're building a marketing plan, do your due diligence, and check the data because the data always surprise...

"If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right? TikTok has more than 1 billion users globally and then the US represents just a little over a 10th of that, 170 million. So I'm not saying that it's not going to impact TikTok and ByteDance. But doe...

"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they fa...

“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in the past. It will not go through the popular market, but it could well happen tha...

"So in our view, great would be when everyone can find the best place to put their money to work. To whatever cause they want. It could be investing. It could be protecting their family. It could be long-term. It could be a nonprofit. It could be helping a local business. Today in the world, there is Google to find information, right? There's Amazon to find products. But what about financial oppor...

“One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers are prepared, they're going to have a much tougher moment than when they confronted the Japanese or the Koreans. The Japanese [and] Koreans, they're very successful. Let's say in the U.S., but this is...

"Indonesia is not of the scale of China and India. And some people argue that India and China are so vast that you can almost consider: North China, South China, East China and different parts of the world. But because Indonesia normally gets lumped into ASEAN, right? People think about, well, I don't want single country risk with a country of this size. And so that's where the differentiation cam...

"The whole of Southeast Asia has to come up as a group. Hence, my secret about what I know about the VC industry that people don't know. The secret is that you've got to be very sane when you come to investing, right? So, if you invest so high, we can't get exits. When we can't get exits, we can't return money to LPs, and then the investors will say, ‘Oh, Southeast Asia cannot find exits one.’ It...

"There are so many voices here that people can create their own unique things. And yet there is still this culture, that's still lingering from the past, that somehow the answers are in the West. And trust me, they are not. So the West is also confused and looking for their way to figure out things. And so the main inspiration for Yana TV was to create this particular platform where we can showcas...

“[Glints] We would like to still be around and building an enduring company. A big part of why many of us at Glints are building what we want is we hope that our children and grandchildren can be using Glints to grow their careers as well. So we want this to be an enduring company. Our mission is to help realize human potential. And we would like to be a company that's here to last. That's one. Tw...

"Money is a very interesting kind of numerical way of measuring when you're levelling up. So that's where the distinction needs to be very clear. The way that I've positioned it in the book and what the research tells us is that if we force the games on people, it's very bad. But if we look at the games that they naturally play in their free time when they were younger, it's a very good predictor...

"You will continue to see Western investment continuing to decline. The risk-reward calculations won't change in the next 12 months, as far as I can see. The Chinese economy is not about to take off. What you will see is the beginnings of some people who are willing to take the gamble. They are going to try different ways to exit. You're going to see more people experimenting with domestic IPOs, a...

"Consumer demand will accelerate the need for security, privacy and regulation. Like zero-knowledge (ZK) where you can prove something is true without revealing all information. And of course, security infrastructure, which is very interesting and important at this current moment, even before the next bull market. For example, one of the companies we invested into Ledger, a digital asset hardware...

We've got a 330 trillion dollar industry here, which arguably a lot of it, we talk about stranded assets, CRREM pathways to stranded assets, et cetera. I talked to a lot of funds. I've talked to a lot of developers. They're getting very worried about this. And it's not just about their existing portfolios. It's about how they are going to exit portfolios. Because many buyers now actually build in...

"I think in the past, we've looked more at inclusion and access, but actually we've made so much inroads over the past years. Now again, we're talking about participation because what we're seeing is that 30% of the highest spending customers who we call high-value users (HVUs) - they make up over 70% of the digital economies' transaction value. So 30% Are leading to 70% of the digital economy. We...

"And so what we do at Dow Jones, very specifically, is look at - What are the regulators demanding? What do they want you to do? What are the specific data points that you require? And which workflows do you want to use them in? And, there are very different workflows, which within, for example, a financial institution. You have the onboarding of your new customers, and in those situations, you ma...

“It is useful both to internal and external, but it's also a really great litmus test. If you sit down to write your public letter and you can't explain why you're doing something, if it doesn't fit in with your overarching strategy, it goes back to that first thing we said as PMs [product managers], which is sometimes you have to say no to it. You're like, I actually can't explain to anyone why w...