Analyse Podcast

By popular demand, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, return for another candid deep-dive into Southeast Asia and India tech landscape. Fresh off India's record-breaking IPO wave that's drawing regional companies like Pine Labs to redomicile, they dissect what this exit boom means for a Southe...

Fresh out of the studio, Jay Parikh, Executive Vice President of Core AI at Microsoft, joins us to explore how Microsoft is fundamentally transforming software development by placing AI at the center of every stage of the development lifecycle. He shares his career journey from scaling the internet at Akamai Technologies during the dot-com boom, to leading infrastructure at Facebook through the mo...

"Public markets are behaving more like private markets. Private markets want to behave more like public markets. So actually, they're just one market. What's not the same is the level of research, information, data disclosure. Correct. That's the only difference. It's this information gap that, to us, is the single biggest opportunity now. We think over the course of the next five to 10 years, the...

Fresh out of the studio, Karen Hao, investigative journalist and author of "Empire of AI" joined us in a conversation to unravel how companies like OpenAI, Anthropic, and xAI have become modern empires reshaping society, labor, and democracy itself. Karen traces her journey from mechanical engineering at MIT to becoming one of the tech industry's most critical voices, sharing how Silicon Valley's...

Simon Milner, Vice President of Public Policy for Asia Pacific at Meta, joins us to explore how Meta's deliberate commitment to open source AI is reshaping innovation across the world's most diverse and dynamic region. He shares his journey from the BBC to nearly 14 years at Meta, where he built policy teams from the ground up to lead Meta's Asia Pacific strategy. Simon unpacks Meta's open sou...

Fresh out of Oracle AI World 2025, Chris Chelliah, Senior Vice President of Technology and Customer Strategy for Japan and Asia Pacific at Oracle, joins us to unpack how Oracle is positioning itself as the definitive enterprise AI platform across the region. He shares his career journey from a computer science geek working on distributed databases to leading technology strategy across a market rep...

Fresh out of the studio, we commemorated the 10th anniversary of the e-Conomy SEA [Southeast Asia] Report with Sapna Chadha from Google, Florian Hoppe from Bain & Company, and Cassie Wu from Temasek, celebrating a decade of tracking Southeast Asia's digital transformation. The panel reflected on the region's remarkable achievement of reaching $300 billion in GMV—exceeding the original...

Fresh out of the studio, Arnaud Frade, Managing Partner at Mesh Advisory and author of the upcoming book The Sentient Startup, joins us to explore how AI is fundamentally transforming entrepreneurship through the radical concept of AI as a true co-founder rather than merely a tool. He distinguishes between startups that are merely "AI-onboard" versus true sentient startups where AI operates as par...

Fresh out of the studio, Ralph Haupter, President & CRO, Small Medium Enterprises and Channels at Microsoft, joins us to explore how Microsoft is empowering 400 million small and medium businesses globally across 56 counties through a partner-first strategy that combines platform standardization with deep specialization. He shares his career journey spanning over 20 years at Microsoft, from ru...

Fresh out of the studio and we hit our 500th episode milestone, guest host Yana Fry from Yana TV turns the tables on Bernard Leong, CEO of Dorje AI and host of Analyse Asia, in a special ask-me-anything format. We start with Bernard's journey from finding his first guest to navigating 11 years of podcasting, revealing his 12-word life philosophy: "Learn from everyone, follow no one, obser...

Fresh out of the studio, Ling Hai, President of Asia Pacific, Europe, Middle East, and Africa at MasterCard, joins us to explore how payment networks are evolving to embrace stable coins, AI agents, and the future of digital commerce across diverse global markets. He shares his career journey from management consulting to retail banking and eventually to MasterCard. Ling Hai shares that MasterCard...

Fresh out of the studio, Yuying Deng, Co-founder and CEO of Esevel, shares her transformative journey from corporate lawyer to healthcare operator to tech entrepreneur with our guest host Yana Fry from Yana TV. Yuying discusses how the pandemic's sudden shift to remote work in April 2020 revealed critical gaps in IT infrastructure for distributed teams, inspiring her to launch Esevel—a platfor...

"In the context of where Confluent can play a critical part, it's also the interoperable integration with all the respective AI ecosystems. If you think about what AI is doing, it's working across microservices, working across data lakehouses, databases - could be a different endpoint service. Bringing all that together in a secure and consistent manner, constantly serving that information, is whe...

“I think this is a sort of coming-of-age moment. When I say coming of age, I mean collectively for Chinese entrepreneurs. Many of these founders are my age, or even younger, and I’ve spoken with some of them. I can really relate to why they want to build businesses that target the global market instead of just China. In the past, you could build a company in China first and then think about expand...

"85% of AI use cases are being evaluated by the engineer who built it saying, 'yep, seemed to work pretty well.' If you're gonna build a system that's going to be critical to the business, that's going to be important that it gets it right, then you can't do that without evaluations." - Craig Wiley Fresh out of the studio, Craig Wiley, Senior Director of Product Management at Databricks who leads...

"I think the biggest trap to potentially fall into is, "Hey, it's moving so fast, so much is changing. Let's just wait it out." Completely the wrong approach. You just gotta get started." Nick Eayrs from Databricks "As tech people within the shipping industry, how do we explain, how do we make it accessible to all our users? So that's where we came up with the idea of a data supermarket, with in m...

"We took a longer time, there was a bit of roundabout, but the fact that we actually made like two or three times on whatever investment amount we did in the beginning - that for me was a very pivotal moment. Just because we didn't give up. The line between success and failure is so thin. So the impact of being a VC space is that you really can influence the technology founders that you back." - B...

Reuniting after more than a decade since their days in This Week in Asia Podcast from 2009, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, join us for a candid assessment of Southeast Asia's tech ecosystem evolution. In this raw conversation, Michael offers his unflinching perspective on what he calls the...

"The way that institutions emerge and entrench themselves and become a part of the functioning of an economy and society is because they solve some problems. So they're usually a non-market solution toward solving some problem that the economy, that the market system couldn't necessarily solve. Of course the most prominent example of an institution that solves an. Market problem in the non-market...

"APAC represents 40% of global GDP. So you can see that there's huge opportunity in a very, very diverse region. The needs of Japan are different to the needs of China. India is exploding with SaaS, software, AI. Australia one of our larger markets, again, very different. And so Southeast Asia, the complexities of Asia make it a joy to work in." - Paul Harapin Fresh out of the studio, Paul Harapin...

"AI is in the minds of a lot of people right now and naturally with such big technological shift, you find that there is a big skill gap. You know, there is companies demanding skills in this area, and yet naturally in the marketplace, they might have difficulty finding that skills that is required for companies. So, you know, job seekers need to be a lot more conscious in terms of how they are eq...

"If you're going to be running a very elite research institution, you have to have the best people. To have the best people, you have to trust them and empower them. You can't hire a world expert in some area and then tell them what to do. They know more than you do. They're smarter than you are in their area. So you've got to trust your people. One of our really foundational commitments to our pe...

"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwi...

"[Question: So what was the biggest misconception for most business leaders usually when it comes to operationalizing AI governance?] Based on my interactions and conversations, now suddenly they think they have to erect a whole set of new committees, that they have to have these new programs. You almost hear a sigh from the room. Like, oh, we have now this whole additional compliance cost because...

"You can try to develop self-awareness and take a beginner's mind in all things. This includes being open to feedback and truly listening, even when it might be hard to receive. I think that's been something I've really tried to practice. The other area is recognizing that just like a company or country, as humans we have many stakeholders. You may wear many hats in different ways. So as we think...