Analyse Podcast

"The reality is you've got the same person using multiple platforms. Now you can either then look at that and say, I can show the same ad to the same person, multiple times across different platforms. Or you can say to yourself, I now have the opportunity to reach the same person with different things in different context, at different moments of their lives on different platforms. Ideally you go...

"I think imperative that as an ecosystem, blockchain Web3 ecosystem, we're all growing together. I would love to see , more bridges with BNB chain and other blockchains as an example, so that you have a much more seamless tech base. And then more importantly, when crypto mass adoption really takes off again, underlying tech people will not need to know what's underlying tech. For us, I think that'...

"Once you reach scalability in blockchain, it should be portable over to decentralized rails.  Just like the vast majority of business models that could be built over the internet ,have transitioned to the internet because it's a more effective means of deployment. I think at scale, you'll see the vast majority of financial use cases, which is, a completely digital domain move over to these n...

"The reason for that is that all the businesses in crypto are tied primarily to trading and speculation of crypto rather than any productive use cases. So there are some businesses that generate real cash flow, and those are the ones that I focus on at my hedge fund in my portfolio. But even those largely generate revenue from other crypto businesses. So until crypto has more ties to real world pr...

"The core purpose of exchanges must be to create jobs. If it's not creating jobs, if it is really just trading derivatives,  where is the value creation? If it's not encouraging the next generation of investors, allowing them to put money behind companies that they relate to and are supporting because these companies are solving problems that will impact us in the next 10 & 20 years." - Kelvi...

"I always think about the pandemic - this Thanos -level finger snap, where everyone's brought back to square one. During this difficult past two years, all the norms are thrown out of the window. It makes for a very interesting period to fundraise, with not much to show for it. A lot of people have said that I'm crazy to make this leap, but I say it's the best possible time to be building because...

"To me. The role of a board should be a sounding board to founders. It's very hard for us to assume that founders know everything which is why the company's directors should be a voice of reason in everything that happened. The board isn't just made up by a single person, basically various people with different line of thoughts. So why has nobody bring this up at all? I have no idea. In fact, that...

"From an evolution standpoint, I feel strongly about the fact that more participants, more diversity and more evolution is always a good thing. I am looking forward to like what comes next. Because if we are to be the most dynamic Internet ecosystem in the world, we need to now start to create opportunities for younger folks to participate in angel investing for certain communities that have histo...

"We teach people about all things crypto,  like we do a lot of stuff like how to do an uniswap, how to get your first NFT, which exchange is the cheapest for you? We're in a business of education and a resource and people do what they will with the information that we provide them. That's the inspiration behind changing people." - Jacky Yap   Fresh out of the studio, Jacky Yap, founder o...

"If you look at the tech universe revolves around the U S and China, I spent a lot time almost 10 years in the [Silicon] valley ecosystem. But I haven't really seen the China technology ecosystem. So I was really curious on how it works, how is it like, how is it different? There was like a great opportunity for me to learn and see how it worked from the inside." - Yaw Yeo Fresh out of the studio,...

"We have an intuition that at like a hundred million users with self custody signing their own transactions every day at those numbers, a hundred million and a billion, those are where there's going to be big unlocks and unexpected use cases that pop up in the way that people coordinate their resources together may make shared decisions together and align interest again, and participate in new for...

"As a seed fund, we will always be small. ... and that's done with the intent of building towards product market fit. we talk a lot about product market fit in startup land. We don't really talk about it enough and in venture land, It's really hard to deploy a billion dollars in capital if you're focusing on seed. Intentionally is a feature. It's not a bug. And if we're doing our job right, we'll...

"I have lots of different people that I go to and I think that board of directors is really important. It's not the only social capital, but that's social capital primarily outside of your work, out of your specific job, that's important for you to build over time so that you get outside perspectives. If nothing else, sometimes in your workplace, you get very locked into a certain way of thinking...

"So literally we have this planned out, we have a ten-year plan and in ten-year plan, we want to be able to deploy about $2 billion in AUM. We think it's possible to fund a lot of companies in the early stages for all emerging markets. All those emerging markets have the same problem, which is there in this phase of rapid economic development, tons of founders wants to come out. So we want quite a...

"First, I think happy employee and employer partners, for us, great customer experience is important. Secondly, technology driven products that improve the lives of the workers across the region. That's great tech. And happy and motivated gajiGesa team with a lot of career growth opportunities. That's a great team. So I've put great under these three buckets." - Vidit Agrawal   Fresh out of t...

"... One of our mantra is we don't build good companies. We build great companies. I think the beauty is that we have seen enough companies to realize what great looks like. For us, we have a high bar. So one of the metrics that we mention a lot is how many founders with the means to do so that we back will invest again in Insignia?" - Tan Yinglan   Fresh out of the studio, Tan Yinglan, found...

"But what I would want everyone to take away from this is that you have the geopolitics, the geoeconomics and the geo technology as a triangle, three corners of this triangle. A successful society, a power, a great power is going to be one that is fluent in all three of those languages that focuses on building capacity in all three of those areas and looking for the linkages and synergies between...

"As well as in terms of profitability, we've been able to grow the brands as well as make them more profitable. So having a track record really matters because as part of our purchase consideration, we also share the upside with sellers. So with us, the investor, we are able to extract the maximum of sight from the brand and via the right stewards of the brand. That's something which we spend a lo...

"The key theme is you can be incredibly successful with the community, but you have to be intentional. Oftentimes what happened in my experience of observing other communities is that people would get really excited at the beginning. They would do a whole lot of work. And then after hosting, maybe three events, the enthusiasm would die and they wouldn't do anything else. So it was actually easy fo...

"I believe that we have made great change. I think five years is going to be the same, I think in five years when we look back, even if it doesn't look that way, as we build piece by piece, we will be a technically advanced, user-first global news organization that is sustained by a diversified revenue model." - Gary Liu   Fresh out of the studio, Gary Liu, chief executive officer of South Ch...

"I want GCR to build its brand verbally from the founders that we support. And we don't even ever have to promote ourselves at any point, it's that founders are able to recognize our value- add, or introduce us to projects and identify our unique position, that we can support them in ways that VCs or crypto investors cannot do. It's something that I think will really speak to the hard work that we...

"If the goal is to really democratize finance of businesses and consumers imagine that Mastercard and Visa has built an interchange network to facilitate payments across the globe. What if Pace can establish a similar global interchange network? For digital financing, covering a myriad of services to consumers, businesses, and even financial institutions, basically building the digital financing e...

But fundamentally the core of the business, at least the way we see it, is that, we need to be great operators of these brands as a start, in fact the best operators for these brands. For us here, it's about looking into ways to be differentiated around how to run those brands better than anyone else, and definitely better than the last owner. - JJ Chai   Fresh out of the studio, JJ Chai, CEO...

"So as of today, I think the choice between DAO and equity is how bullish you are in the project. So if you're thinking that companies launching its first or second project, there's still a highly likelihood that it's not gonna be hugely successful and you want to bet on the entire life cycle of the company, then right now, maybe equity is still a better tool. If you're really bullish on the proje...

"The important thing is, look, our mission hasn't changed. We're still focusing on helping people connect and finding communities and, and grow businesses. We've just very clearly put a stake in the ground around what we believe is the future. And more and more that's going to take place in the metaverse." - Dan Neary   Fresh out of the studio, Dan Neary, Vice President for Meta (formerly Fac...