Analyse Podcast

"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...

"There's definitely decoupling happening in terms of tech. And I actually was really skeptical of the coupling until this year. And I'm like, wow, you're really going to be seeing it. But on the other hand, the financial services sector is opening up much more this year than before." - Shai Oster   Fresh out of the studio, Shai Oster, the Asia Bureau Chief for The Information returns for the...

"You're actually helping people, escape, lockdown, escape, poverty, and most of all, you're providing equal economic access to crypto based economies anywhere in the world. So now you don't have to be super crypto or tech savvy. What you really need is an internet connection in a device, in a crypto wallet, and you can start earning money. And if you don't know how to do that, your community manag...

"And right now the internet is the metaverse to an extent. The only difference here is that it's not truly decentralized and you didn't have ownership on the internet before now you have ownership through the blockchain. So that means that the internet is now becoming more metaverse like, because people can own their own assets. They can interact with the blockchain through their web explorer for...

"I will say that in the end, the Evergrande situation will be similar, particularly to like HNA group. So I think right now they have not filed for an event bankruptcy cases. Yet their hope is still can can muddle through. But in the end, the likely end of Evergrande is going to turn out to be much more similar than people realize." - Ren Liqian Podcast Information: The show is hosted and produced...

Fresh out of the studio, Parag Khanna, founder and managing partner of Futuremap and celebrated author of various books, joined us to discuss his new book "Move" and explain why mobility is destiny. Parag started from the future in 2050 and worked backwards to explore the various scenarios in how mobility of talent will be in the midst of geopolitical tensions and climate change. Last but not leas...

Fresh out of the studio, Lillian Li, founder of the Chinese Characteristics newsletter joined us in a conversation to explain why cloud computing and software as a service (SAAS) are different in China as compared to the rest of the world. Lillian began her origin story in why she started the newsletter and approach the Chinese market. Then we dived deep into the weeds of the Chinese enterprise ma...

"So I think from a market perspective, Southeast Asia is still in its early stages. We probably do not have that much of that to have so many stable coins. End of the day circulation and liquidity is everything. So the one that is pretty much have the most adoption and since the circulating and support will be the one that most, probably 90% of everything will happen at." - Liu Tianwei Fresh out o...

"The way we've designed our strategy in the way of the businesses that we need to create sustainable value, and we need to do something good for the communities and the markets that we operate in. That is the best way to create shareholder value." - Bjarke Mikkelsen Fresh out of the studio, Bjarke Mikkelsen, CEO and founder of Daraz, joined us to discuss the origins of the e-commerce marketplace a...

Fresh out of the studio, Yat Siu, co-founder of Animoca Brands joined us in a conversation about the story of the company and offered his perspectives on true digital ownership, blockchain gaming, NFTs and the open metaverse. Yat Siu started the conversation with his backstory and how he eventually spun off the company Animoca Brands from the parent company to focus on blockchain gaming. Last but...