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

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...

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 lear...

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 Morg...

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 strug...

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....

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....

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...

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 unders...

​​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 t...

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 Pres...

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 t...

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 sa...

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...

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 com...

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...

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...

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 grade...

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 Ga...

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....

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...

Sam Gib b, 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...

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 Singapo...

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 S...

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 no...

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 lead...