Analyse Podcast

  Stripe isn't just payments. We actually build economic infrastructure for the global economy. And so we've got a lot more technology beyond payments. Our Stripe Tour is a cool venue where we get a chance to bring customers, partners and thought leaders together and talk about the current state of technology and future technologies - in a local Asian context. So it's been a lot of fun. And b...

"The global adoption index is something that we put out once a year and it comes strictly within the research domain and it's our attempt to really elucidate just how much activity is happening around the world. Crypto is a global asset with activity in over 150 countries around the world, but people feel like it's a black box because they don't really understand who are these crypto users. Where...

"But today,  the clouds are the new silos. They're like the silos in the data center, only they're public. But AWS is a bit of a data silo, as is Azure. We used to call it Hotel California - you can check out any time you like, but you can never leave. Right?  A big part of what Snowflake does is tear down those silos to allow customers to have the data where they want it. Because if it'...

"Now the fundamental motivation is customers don't just want to buy a server, right? They want to buy an outcome. They want something to happen. They want to get business value. So, the SSG [Services & Solutions Group] is Lenovo's pivot to meet our customers where they are, and also to lead our company into the future because as they have more sophisticated requirements, they need a simple way to...

"Evangelism comes from a Greek term, meaning bringing the good news. So fundamentally, what an evangelist does is bring the good news.  And so with Macintosh, the good news was that this personal computer can increase your creativity and productivity. The good news with Canva was that this product, it can increase your ability to communicate by a democratizing design. That's the good news. My...

"It is not just cheaper, faster, better. I'm not gonna deny that. If we go forward a number of years, it's gonna cause what we've been calling economic singularity. The value of labor drops to zero and you got all kinds of problems from that. But in the immediate future, what's gonna be interesting is this is the first technology that enables us to automate relationships. Basically, the AI can int...

"We might not have old rundown houses or shacks that are converted into brand activations, but we have boats and we have parks, and we have so many different opportunities for organizations and brands to profile themselves during South By, in interestingly different ways. When you're putting together an event like South by Southwest, I go back to what I said before about understanding what it mean...

"Southeast Asia is a very exciting market and I think lots of folks, and probably guests have talked about it, but let's just rattle off the list; obviously you have a rising middle class, you have that openness to trade, openness to immigration, and openness to keep growing from a policy perspective. Of course, there's the urbanization and the internet technology digitalization wave. So these are...

"You talked about the market opportunity. When you look at the landscape of the billionaire population today, statistics show that you expect that population to grow by about 34% in the years to come. And from that population, at least a third is going to come from Asia Pacific, and in the next five years time, we expect Asia Pacific to be growing by about 40%. So the market is large in relation t...

"With both Web3 and VR, if you thought that was interesting a year ago, it's still interesting. Nothing's really changed. Like 98% of all the nonsense has gone away. But if it was early 2022 and you thought VR headsets are going to be a device that two or 3 billion people own, well nothing's changed in the last year to change that.  If you think that we might build a billion-scale, consumer s...

"Here in the US and to your US listeners at least, I think what maybe is lost is that despite the US's very aggressive stance against crypto, the totally opposite attitude is being adopted by governments on the other side of the world. Jin talked a little bit about Japan.  I would just highlight Hong Kong as a proxy to China, mainland China. It's very clear that China is opening up to crypto...

"I would say first of all Indonesia is probably one of the remaining opportunities in a huge market, that's more or less homogeneous with a population of 270 million. You have to look at the G D P per capita is around 4,000 and then the GDP (gross domestic product) growth itself: it's about 5%. So I think you are hard-pressed to find any other country that matches these three very promising criter...

"But if you look at Generative AI, that is fundamentally a different way that technology came about and it required a lot of investment without knowing what was going to transpire. So I've talked to a couple of people who are affiliated with various top AI labs in China, and I asked them the same question 'Well, why didn't you guys not create this?' And the universal answer was... honestly OpenAI...

"Yes a lot of the blockchain companies don't know how to make games, and a lot of the game companies don't know how to incorporate blockchain into their games properly; there's really some truth to that. And there are some companies that put together both things like Animoca Brands for example, which started also as a gaming company and then morphed into a crypto gaming company. So they're trying...

"So at the Asia Pacific level, this study looked at several countries. But you know, we looked at a country level because that's the information that our customers and partners are interested in - whether they're in the government sector or in the private sector. So the countries include Australia, New Zealand, Japan, South Korea, and India. In the ASEAN space, the four countries I mentioned befor...

"The first thing is that the crypto market is still quite small compared to the equity [market]. [The size of the crypto market to equity market is about] one to 120, less than 0.8%, not even 1%. So, some smaller projects are very manipulated. [It is a] tough market, and second thing is that a lot of people say the variation for crypto is Twitter driven. So when Elon Musk or CZ send out a Tweet, i...

Fresh out of the studio and on the 2nd emergency podcast within the week, Cosmo Jiang from Nova River and host of the Global Coin Research Liquid podcast explained the implications of USDC depegging due to the bank run triggered by Silicon Valley Bank over the past weekend of 11 March. We dived deep into the implications of how it nearly destroyed the global web3 and crypto economy and what it mea...

Fresh out of the studio and this is an emergency podcast, Shai Oster from The Information discusses the fallout coming from the collapse of Silicon Valley Bank over the past weekend, and what it means for the venture capitalists and startups in Asia Pacific. We dived into what happened to Silicon Valley Bank, the aftermath of the intervention of the regulators on 12 March 2023 and what would have...

"What if you could just outsource your disputes to Kleros? Whenever users have a dispute on your platform, Kleros will select a jury to analyze the dispute. They're going to see the evidence, see the agreement between parties, and they're going to make a decision about who is right, and then Kleros informs you of the decision on your platform. And then this is enforced by the smart contract and th...

"The media have been feeding us this fake news story about the death of social media. There is absolutely nothing in the data - regardless of what data points I look at, there's nothing in the data that supports the idea that social media is dying. It's the complete opposite. Social media users are growing. The time that we spend using social media is increasing. There is no evidence of the death...

"You're right. Now the US is trying very hard to get TSMC to move to the US and they're throwing money out - TSMC is going to Arizona. The CHIPS Act has been passed. That'll throw a lot of money around, but that won't be enough. In the currently announced plans - just purely what's been announced so far - I ran the numbers and estimated that TSMC's global capacity, only less than 5% would be in th...

"So one way to think about crypto is a group of people come together and they have a vision of the future, and they're betting on that fork of the future through collective capital. So some folks think it's going to be L2’s that are going to scale. Some people think it's Solana. Whatever it is, you get to bet on the version of the future that you want with your rest of your community. That's chaot...

"Mapping the world is really an infinite exercise. We're on this journey to create this digital representation of the physical world - buildings, places, things, everything. This is going to be very critical. And that extra precision, that greater resolution as we support businesses to comply with all sorts of things - be it even new regulations ... And then of course, the other key trend is the o...

"I think there are three main things. The first is the continuation of the strategic investments that we are making across the regions in the markets that we serve. The second one is an acceleration of our ecosystem, because our partners play such an important part in the success of our customers and also themselves and us as well, and the third one is really innovation. The constant innovation on...

”I think great looks like a combination of a few things. We always talk about how a startup hits product market fit and then essentially gets a flywheel going in terms of value and everything. So I think 'great' at True Global Ventures from my point of view is us finding that company, that team of serial entrepreneurs and an idea that can essentially change the industry, convincing them that we as...