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

Jeremy Au examined the key advantages for venture capital judgment, with a focus on local market expertise in Southeast Asia. VCs must confront the limits of their knowledge and not be overconfident, especially in frontier markets. Global funds have been burned by high-profile and hidden cases of unchecked fraud (e.g., Theranos, FTX, and Zilingo), illustrating how localized due-diligence analysts. He discusses how VCs are evaluating and investing in “lonelytech” AI companionship, exemplified by companies like friend.com, which offers on-demand AI friends for those seeking constant companionship. Reflecting on his experience with Professor Howard Gardner’s work on multiple intelligences and the "Good Citizen Project," Jeremy underscored the societal shift from traditional support systems to commodified relationships, now facilitated by technology. He highlighted the VC’s responsibility in distinguishing sustainable value from fleeting trends while navigating the ethical terrain between investment potential and societal impact. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-advantages Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/vc-advantages-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/vc-advantages-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vc-advantages-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Kheng Lian Ho, Managing Partner at Turn Capital, and Jeremy Au discussed: 1. Law to Turn Capital Managing Partner: Kheng’s disciplined childhood as a 11-year old Singapore national badminton athlete laid the foundation for her early legal carer For six years, she practiced restructuring and cross-border litigation in Singapore and Hong Kong, drawn to the intellectual challenges but stifled by routine and limited personal connection. Seeking more impactful, people-centered work, Kheng left her law career to do angel investing, be a venture partner at Vectr Ventures in Hong Kong, facilitated deal sourcing and capital markets, and founded the Open Circles community to connect entrepreneurs across Southeast Asia. Building on her extensive network and operational expertise, Kheng co-founded Turn Capital alongside Joseph Phua and Shang Koo. With a focus on acquiring and transforming underperforming consumer tech companies, Turn Capital leverages 40 combined years of experience to revitalize these businesses and guide them back to profitability. 2. Buying Flash Coffee Thailand & Turnaround: Her fund strategy is a. acquired former VC-backed startups plagued by high costs and inefficiencies in social, entertainment, media, and e-commerce sectors b. limited number of acquisitions for deep hands-on business engagement and c. balanced goal of 3-5x returns over five years. Their first acquisition, Flash Coffee Thailand, showcases this method: by reducing the original 46 outlets by half, the team swiftly brought operations to break-even, paving the way for sustainable expansion and long-term growth. Acquiring majority operational control is key to execute rightsizing and achieve profitability within nine months. She shares that they bring an external, objective eye, vs. founders, board and executives that may not be able to reach a consensus to execute the turnaround internally. 3. Emerging Fund Manager Advice: By 2023, Turn Capital successfully raised over $20 million, backed by prominent investors such as Kee Lock from Vertex Ventures, Peng Ong from Monk’s Hill Ventures, and Twitch cofounder Kevin Lin. Kheng underscored the importance of a distinct and well-defined investment strategy to stand out in the competitive market. Kheng leveraged her established network to attract high-profile investors, emphasizing the value of relationships cultivated over time. She recommends first-time fund managers tap into their existing networks, especially those who have financially benefited from past collaborations, as they often become key supporters during fundraising. Unlike her prior advisory roles where rejection felt indirect, leading as a general partner made setbacks personal, demanding strong emotional resilience. To maintain balance amidst the pressures of high-stakes investing, Kheng incorporates daily hot yoga, meditation, and the support of close friends into her routine. Jeremy and Kheng also discussed how her personal identity has shifted over time, what it meant to turn away from the legal career ladder and what she likes about being a fund manager. Watch, listen or read the full insight at https://www.bravesea.com/blog/kheng-lian-ho Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/kheng-lian-ho-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/kheng-lian-ho-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/kheng-lian-ho-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. Trump 2028 Tariffs: With Trump’s return to the presidency and Republican dominance in the Senate, House, and Supreme Court, the stage is set for new tariffs on Chinese imports. This is likely to redirect manufacturing to Southeast Asia, positioning countries like Vietnam and Indonesia as key beneficiaries, particularly in sectors such as electronics and textiles. However, this move will also lead to an influx of low-cost Chinese exports into Southeast Asia, challenging local markets and putting pressure on SMEs. Concurrently, rising US labor costs fueled by stricter immigration policies are driving American companies to ramp up automation while also making Southeast Asia an attractive hub for labor-intensive industries. In aggregate, the region's business mix is likely to move from local SMEs & conglomerates to more US and China MNCs. 2. iPhone Ban Protectionism vs. Globalization: Indonesia has imposed device manufacturing local content requirements, thus leading to a ban on the Apple iPhone 16 and Google Pixel. While these policies provide temporary leverage, Gita noted that sustainable growth requires more than protectionist measures, Indonesia needs to build private-sector capacity and improve its business environment. China manufacturers are also building more local joint-venture partnerships to comply with Indonesia's proposed 200% anti-China import tariffs. This is similar to Japan’s relocation of factories to Southeast Asia during the 1970s and 1980s in response to US trade barriers. In contrast, Singapore continues to keep borders open to to Chinese and global capital - with the goal of becoming the regional talent hub vs. Hong Kong. 3. ASEAN Unity & Peace: Diplomacy across the region is vital to maintain regional stability and cohesion to address external pressures. Jeremy and Gita praised ASEAN’s ability to maintain peace despite diverse political systems and cultures. This multi-party relational resilience has underpinned decades of peace and economic growth since the Vietnam War, even in an era marked by rising protectionist policies. Remarkably, they noted how ASEAN leaders continue to come together annually for a group photo and joint communiqué — a symbolic gesture to cooperation among 700 million people across the region’s vastly different nations, cultures and languages. Jeremy and Gita also talked about Indonesia’s EV & nickel battery market potential, Malaysia’s new proactive foreign direct investment approach, and growth vs. redistribution-focused economic policies. Watch, listen or read the full insight at https://www.bravesea.com/blog/trump-and-indonesia-tariff Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/trump-and-indonesia-tariff-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/trump-and-indonesia-tariff-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/trump-and-indonesia-tariff-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Shiyan Koh, Managing Partner of  Hustle Fund, and ​​Jeremy Au discussed: 1.  Trump Win vs. Southeast Asia Trade: Trump’s 2024 landslide election victory across the White House, Senate and House of Representatives, will reshape Southeast Asia’s economic landscape. His proposed “global 10% tariff” on all US imports and a targeted 60% tariff on Chinese goods may severely disrupt Southeast Asia’s trade flows. Singapore could face challenges for export-driven industries and its role as a key transit hub for US-China trade. Chinese-funded products manufactured in Southeast Asia—such as solar cells produced in Vietnam— may now face similar tariffs as those directly from China. Biden-era “reverse CFIUS” restrictions, which limit US investment in Chinese firms across sectors such as AI and advanced manufacturing, coupled with Trump's new China hawk administration will further accelerate American LPs and MNCs to redirect foreign direct investment (FDI) towards Southeast Asia instead of China. 2. China Talent Flows: Known as the “Delaware of Asia,” Singapore stands to benefit as both US and Chinese firms seek a neutral and stable base for regional Asia operations (versus Hong Kong). As US-China tensions deter many Chinese families and professionals from pursuing American education and career paths, Singapore has become an appealing alternative. Singapore, a nation built by immigrants, has long maintained a social contract that includes national service (NS) obligations as a cornerstone of fostering social cohesion among its diverse population. However, the country has historically faced complex challenges in determining which types of immigrants to accept, how best to integrate them into society and to improve income inequality. Jeremy shared a story about a former Thai employee who had to leave America after her H-1B visa renewal was denied during Trump’s first term, illustrating how Trump’s immigration policies could drive talent to return to the regional tech ecosystem. 3. Silicon Valley Divided: Opinions remain split, with Trump’s pro-deregulation stance sparking optimism in some corners, evidenced by a surge in Bitcoin prices and positive reactions from equity markets. Supporters point to potential gains for sectors like crypto and tech equities, alongside corporate tax cuts that help maintain profits, boost R&D, and provide attractive exit opportunities for venture capitalists. Concerns were raised that while deregulation under Trump may fuel market growth, higher tariffs could exacerbate economic disparities and be the wrong solution for the middle class. Jeremy and Shiyan also talked about how China exporters like BYD electric cars will now increasingly focus on Southeast Asia markets, Singapore’s low birth rate like Japan and the growing number of startups building digital AI companions. Watch, listen or read the full insight at https://www.bravesea.com/blog/trump-win-vs-se-asia Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/trump-win-vs-se-asia-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/trump-win-vs-se-asia-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/trump-win-vs-se-asia-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Charles Ormiston, Founding Partner of Bain Southeast Asia, and Jeremy Au discussed: 1. Founding Bain Southeast Asia: Charles established Bain's office in Singapore, which initially faced major skepticism from Bain’s leadership who favored Hong Kong as the regional hub. Believing Singapore’s strategic location to be better suited for Southeast Asia, Charles stood firm - even at the risk of his career. His bet paid off when the Singapore office flourished and became the regional leader. He pursued a unconventional hiring strategy for that time: prioritizing local talent over international hires and avoiding expatriate perks like housing allowances. This talent core cultivated a leadership pipeline deeply committed to the region’s long-term growth, with key figures like Edmund Lin rising from the office's second employee to Chairman today. 2. Reengineer Your Career: After a health wake-up call, he decided to hand over to Till Vestring and move to an advisory role. His successor led Bain to new heights by expanding to a regional footprint with Bangkok, Jakarta and other offices. After a 14-month break working with nonprofits, Charles returned to focus on "transformation" projects which aligned with his strengths. This pivot allowed him to achieve a new "capstone" level of career impact and personal satisfaction. 3. Angsana Council on China vs. USA Rivalry: Charles co-founded the think-tank with Peng T. Ong of Monk's Hill Ventures to improve global understanding of Southeast Asia’s high-growth markets. Their research is powered by prominent members like former Indonesian trade minister Gita Wirjawan and former Singaporean foreign minister George Yeo and partnership with Bain & DBS Bank. Charles shared how many business and political leaders had once underestimated China's ability to rise as a global innovation leader. ASEAN countries must navigate the increasingly complex global rivalry in order to maximize benefits and reduce risk from this trade & research decoupling. Charles and Jeremy also discussed being inspired by in-person meetings with Lee Kuan Yew and Bain's Chairwoman Orit Gadiesh, how consulting has evolved in the era of hybrid work, and his personal passion for cycling. Watch, listen or read the full insight at https://www.bravesea.com/blog/charles-ormiston Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/charles-ormiston-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/charles-ormiston-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/charles-ormiston-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Jeremy Au and Adriel Yong discussed whether Southeast Asian founders should move to Silicon Valley, and why "sea turtle" professionals are returning from America (and China) to Singapore, Indonesia and Vietnam. San Francisco and New York are global tech talent vortexes, where non-American founders are attracted to their deep VC funding pools and a multi-generational legacy of founder support since the 1950s, e.g. the "father of VC" Georges Doriot of America Research & Development Corporation (ARDC). America's large ecosystem also holds transformative appeal for deep tech and frontier tech founders, as well as higher pricing power for both SaaS and consumer brands. In contrast, Singapore has the same GDP per capita (US$88K) as America, with a better quality of life for families looking for healthcare, public safety, education and housing. Southeast Asian diaspora returning to their home countries should be realistic about Asia's higher number of working hours compared to America and EU, fragmented markets, regulatory challenges and less mature economies. Savvy international founders have a "time machine" mindset: visualizing the country's future in 10-20 years, seeing the industry as it actually is and then building the companies that make sense for this decade and geography. Watch, listen or read the full insight at https://www.bravesea.com/blog/silicon-valley-talent-vortex Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/silicon-valley-talent-vortex-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/silicon-valley-talent-vortex-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/silicon-valley-talent-vortex-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Adrian Tan, Author of “No More Bosses” & Chief Marketing Strategist at Marketing Sumo, and Jeremy Au discussed: 1. Laid-Off To HR Founder: Adrian’s career in HR began as he navigated the volatile job market of the early 2000s. After layoffs from tech companies during the dotcom bubble and another setback in 2003 with the SARS epidemic, he sought greater stability by starting his own recruitment business in 2004. Over the next 11 years, he grew this business through multiple economic cycles, worked hundred-hour weeks, and learned on the job. He reflected on a missed opportunity during a lucrative growth phase to scale his business, which he now views as a turning point that could have changed his career path. This built his resilience and industry insights, which later shaped his journey as an independent HR consultant. 2. Writing "No More Bosses": Adrian’s new book, No More Bosses: The Journey to Sustainable Self-Employment, draws from his own pivot to freelancing. He received a LinkedIn message from a Penguin editor, which he initially believed to be a scam. He wrote the book to inspire mid-career professionals, especially in high-cost cities like Singapore, to explore independence. Real-life case studies include Nancy Lai who launched a D2C baby products business, showing that solopreneurship can be successful with strategic planning. 3. Solopreneur Work-Life Challenges: Adrian shared the ups and downs of self-employment, noting that while independence provides autonomy, it demands discipline and structure. During the COVID-19 pandemic, he struggled with maintaining boundaries as he worked from his dining table, often working late into the evening. To maintain work-life balance, he set smartwatch reminders like “World’s Greatest Dad” at 7pm to ensure he prioritized family time. However, he stressed that the goal in self-employment is not just income, but optimizing time and flexibility, which he values more than the financial stability offered by corporate roles. Jeremy and Adrian also talked about the importance of fully outlining chapters before beginning to write,  the role of perseverance in professional development, and how personal branding landed him multiple opportunities. Watch, listen or read the full insight at https://www.bravesea.com/blog/adrian-tan Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/adrian-tan-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/adrian-tan-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/adrian-tan-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. 109 Member 48 Ministry Cabinet Coalition: With the inauguration on October 20, 2024, President Prabowo Subianto expanded the cabinet from 34 to 48 ministries, the largest since 1966. Prabowo's coalition-building strategy is to accommodate political allies and unify the seven-party coalition behind him. They drew comparisons to Germany’s coalition politics, emphasizing the importance of coordination between Indonesia’s national and regional leaders for effective governance. 2. Temu Ban, TikTok & Bukalapak: In early October 2024, Indonesia banned Chinese social commerce platform Temu, similar to TikTok Shop which then had to acquire Tokopedia. The Indonesian government also requested Apple and Google to block the Temu app to prevent local downloads. Other nations, including the United States and EU, are scrutinizing Chinese exporter practices, with the US tightening tax exemptions on low-cost imports in 2023. Gita explained that while such protectionism shields MSMEs, Indonesia’s core issues (e.g., complex bureaucracy, high business costs, lack of raw materials and a multi-year backlog for trademarks) remain unaddressed. She argued that easing these foundational barriers would create a fairer, more sustainable advantage for local businesses, rather than just temporary protection from foreign competition. 3. VC Investments: Indonesia has already attracted interest in green joint ventures (JVs), particularly with China. Jeremy highlighted MAKA Motors, founded by former GoJek CTO Raditya Wibowo, as a local player advancing EV production, while Gita mentioned Toba’s push for renewable energy. They underscored the cultural importance of home ownership, noting that many Indonesians aspire to own land despite its often low financial returns, which drives prop-tech startup Rukita. Rekosistem is also a key startup addressing waste management in Indonesia’s growing urban areas. They also discussed the pressures faced by Indonesia’s “sandwich generation,” who often support both aging parents and their own families, and how these dynamics shape housing affordability and socio-economic mobility. Jeremy and Gita also talked about the film “Home Sweet Loan, which explores Indonesians’ struggle with housing affordability, the influx of green investments into EV battery production and the regulatory challenges surrounding the rise of online gambling among youth. Watch, listen or read the full insight at https://www.bravesea.com/blog/prabowo-48-ministry-cabinet Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/prabowo-48-ministry-cabinet-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/prabowo-48-ministry-cabinet-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/prabowo-48-ministry-cabinet-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Jeremy Au explored the evolution of technology marketing and how marketers have adapted to communicate complex innovations effectively. He began by referencing sci-fi writer Arthur C. Clarke’s 1974 “crazy” prediction about how their room-sized computers would eventually shrink to the size of briefcases and that people would eventually be able to work from anywhere in the world. Early software marketers like WordStar focused on explaining and promoting “groundbreaking” features, such as moving text blocks—capabilities that were previously unimaginable with typewriters. Jeremy emphasized that while technology continues to advance, the core human desires for status, security, and convenience remain unchanged. Companies like Apple, with products like the augmented reality Vision Pro and Apple Watch, and Dyson have mastered the art of blending functionality with premium status to appeal to early adopters and affluent consumers. He concluded by noting that despite the shifting landscape of technology -from floppy disks to cryptocurrency and AI companions - the fundamental marketing strategy endures: simplify the message and prioritize solving immediate consumer needs, a timeless approach evident in both historic and modern claims of achieving 10x disruptive improvements vs. the pain of the status quo. Watch, listen or read the full insight at https://www.bravesea.com/blog/arthur-clarke-1974-prediction Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/arthur-clarke-1974-prediction-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/arthur-clarke-1974-prediction-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/arthur-clarke-1974-prediction-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Tina Amper, Strategic Director of Geeks on a Beach, and Jeremy Au discussed: 1. Burnout to Community Leader: Tina shared her experience of migrating from the Philippines with an engineering degree from the University of San Carlos to California’s booming tech industry in the 1990s. She excelled in product marketing and business development roles, but ultimately burned out after years of travel and high-intensity work. By 2010, her mother's declining health prompted her to take a sabbatical and return to her hometown Cebu, which was being transformed by the growing business process outsourcing (BPO) industry. This proved to be fertile ground for her exploration and cultivation of a thriving local tech community. 2. Geeks on a Beach: Geeks on a Beach (GOAB) launched in 2013 and started as a casual idea between Earl Valencia, cofounder of IdeaSpace and QBO, and Paul Pajo, a Filipino tech evangelist, to create a tech conference blending work and leisure on the beach. With participants ranging from 400-500 people annually, GOAB has become a key platform for fostering collaborations between startups, investors, and business leaders. Tina emphasized the importance of support from government bodies like the Department of Information and Communications Technology (DICT). 3. 12M Filipino Diaspora Reverse Culture Shock: Tina's return to her motherland after living in the US involved overcoming reverse culture shock while also reconnecting with her roots. She shared her advice for the 12 million strong Filipino diaspora considering a return home. She discussed how she personally found her purpose by contributing to the local tech community through initiatives like TechTalks.ph. Jeremy and Tina also explored various community archetypes of lurkers vs. champions, paid membership communities vs. casual tech meetups and financial sustainability strategies. Watch, listen or read the full insight at https://www.bravesea.com/blog/tina-amper Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/tina-amper-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/tina-amper-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/tina-amper-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts You don't want to miss Geeks On A Beach, the unique premier startup conference in the region! Join us from November 13 to 15, 2024, at JPark Island Resort in Mactan, Cebu. This event brings together tech enthusiasts, investors, and entrepreneurs for three days of workshops, talks, and networking. Register at geeksonabeach.com

Shiyan Koh, Managing Partner of  Hustle Fund, and ​​Jeremy Au discussed: 1. Singapore Vetoes Allianz $4.4B Insurer Acquisition: They discussed the Singapore government’s veto of the NTUC Income and Allianz merger, primarily over concerns of an undisclosed plan for $2B capital withdrawal post-merger. This case illustrated the delicate balance required between pursuing financial strategies and adhering to a social mission, especially in a cooperative structure transitioning to a corporatized entity. 2. NTUC 1961 History & Income Cooperative Mandate: They expanded on the broader historical role of National Trade Unions Congress with the People’s Action Party since 1961, vs. the now-defunct leftist Singapore Association of Trade Unions (SATU). The central workers' union is the parent organization of NTUC Enterprise, which is a holding entity of multiple cooperatives and mission-based corporations like NTUC Fairprice (supermarkets), First Campus (childcare) and Income (insurance). They referenced analysis on other successful single-country insurer cooperatives benchmarks from former NTUC Enterprise & NTUC Income CEO Tan Suee Chieh. 3. Trump vs. Kamala Impact on Southeast Asia: Jeremy and Shiyan debated how the US election’s potential outcomes could lead to dramatically different White House policies on free trade, capital gains and China relations - leading to significant ripple effects on Singapore & Southeast Asia. This highlights the deep interconnectivity of American political decisions with regional economic outcomes. Jeremy and Shiyan also touched on the impact of US interest rate cuts on global markets, the acceleration of Chinese companies entering Southeast Asia, and Singapore's higher number of work hours vs. America and the EU. Watch, listen or read the full insight at https://www.bravesea.com/blog/singapore-vetoes-allianz-acquisition Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/singapore-vetoes-allianz-acquisition-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/singapore-vetoes-allianz-acquisition-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/singapore-vetoes-allianz-acquisition-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Jeremy Au breaks down the "David vs. Goliath" dynamics of startups challenging industry giants. Startups face unique marketing challenges but can thrive by focusing on experimentation and innovation, creating entirely new market categories. Just like the rise of oat milk and nicotine vapes, disruptive marketing turned once-unknown products into billion-dollar industries. He covers the case study of Southeast Asian unicorns Grab and Gojek who leveraged their agility to outmaneuver Uber and local taxi fleets in Singapore and Indonesia. Watch, listen or read the full insight at https://www.bravesea.com/blog/david-vs-goliath Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/david-vs-goliath-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/david-vs-goliath-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/david-vs-goliath-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Michael Chua, Award-Winning Actor, and Jeremy Au discussed: 1. Consultant to Award-Winning Actor at Age 50: Michael had a a long and successful career as a technology consultant traveling across Europe. At the age of 50, he was talent-scouted through a Facebook photo to become an actor. His curiosity exploring a new creative field quickly blossomed into a successful career, with over 400 acting credits and several awards, including Best Actor and Best Film at the Singapore International Film Festival. He shared his experience learning to act in films like Ilo Ilo which won the prestigious Camera d'Or award at the 2013 Cannes Film Festival and the 50th Golden Horse Awards in 2014. He also discussed his experience acting in popular YouTube shows like Titan Academy led by JianHao (7.5 million subscribers). 2. AI Disrupting Filmmaking: Michael spoke about AI’s productivity improvements, e.g. LED backdrops replacing traditional green screens and automating processes such as color grading and sound editing. However, he emphasized that AI avatars of actors are truly disruptive, which raises the bar for all human actors. He warned that mid-tier actors who can't convincingly convey emotion may be replaced by AI, while top-tier performers will continue to thrive as their unique human qualities become more valuable. He also reflected on how the need for authenticity in performances becomes even more critical in the director’s role, especially in a world increasingly swamped by AI-generated content. 3. Climbing the 'Third Mountain': Michael described his transition from consulting to acting as climbing the "second mountain" and to directing as the most difficult "third mountain." Directing requires a broader skill set, balancing logistics with creative vision. His earlier career in technology consulting prepared him for this, giving him the ability to manage large, complex projects. As a director, he now oversees not just the actors but also the entire production, from lighting and sound to camera work and set design. Michael is determined to create films that resonate deeply with audiences while balancing the technical complexities of filmmaking. Jeremy and Michael also talked about the pressures of privacy that come with being a public figure, the difference between influencers and actors, and the pros and cons of staying in Southeast Asia to tell culturally specific stories (vs. moving to Hollywood). Watch, listen or read the full insight at https://www.bravesea.com/blog/michael-chua Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/michael-chua-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/michael-chua-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/michael-chua-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed: 1. US$1.1 Trillion Monetary Stimulus: Jianggan and Jeremy examined China’s recent monetary measures (equivalent to 6% of nominal GDP) boosting consumer confidence and stabilizing the housing and stock markets. The Politburo launched a $114 billion lending pool to support stock buybacks by asset managers and insurers, lowered the policy interest rate by 0.2% and reduced mortgage interest rates by 0.5%. They speculated that fiscal stimulus, including broader consumption voucher programs like the $72 million initiative in Shanghai, is likely to follow. These efforts are intended to stabilize China’s real estate market and restore confidence after a prolonged period of economic slowdown. 2. Temu & Shein vs. USA De Minimis Tariffs: They focused on the de minimis rule, which currently allows imports under $800 to enter the US tariff-free. Jianggan explained how Chinese platforms like Temu (Pinduoduo) and Shein have benefited from this loophole by shipping small goods directly to American consumers. The Biden administration’s efforts to close this loophole will harm low-income American consumers, reducing welfare benefits by $12-14 billion USD. Chinese exporters, particularly smaller ones, may also face challenges, though large platforms are adapting by increasing inventory stored in the US to mitigate this new tariff. 3. YouTube & Shopee Anti-TikTok Shop Alliance: They discussed China’s growing influence on Southeast Asia’s cross-border trade, with Vietnam emerging as a key hub for Chinese companies. Warehouses along the Vietnam-China border are facilitating live-stream sales directly to Vietnamese consumers. Additionally, the conversation touched on YouTube’s partnership with Shopee, which is seen as a strategic move to counter TikTok Shop. This partnership is expected to expand across Southeast Asia, with Indonesia positioned as a critical battleground in the e-commerce space. Jeremy and Jianggan also touched on other relevant topics, including the impact of US interest rate cuts on global markets, the role of the Chinese Yuan in export competitiveness, and Vietnam’s strategy to navigating the USA-China rivalry. Watch, listen or read the full insight at https://www.bravesea.com/blog/china-monetary-stimulus Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/china-monetary-stimulus-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/china-monetary-stimulus-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/china-monetary-stimulus-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Jeremy Au defined startups as newly established businesses bringing future technologies to the present, with unicorns being those valued at over $1 billion. These valuations are typically driven by revenue generation of around $100 million annually and market confidence in future profitability, eg. Palantir and Salesforce. Private markets apply valuation multiples based on future growth potential, with speculative booms in sectors like crypto, where revenue valuation multiples went as as high as 1000x due to bull markets. The odds of achieving unicorn status (about 1 in 40 for USA startups with venture funding) and outlined eight strategies for building a unicorn (Christoph Janz). These include models like “whales,” serving high-value clients, and “rabbits,” scaling by targeting many smaller customers. He emphasized that becoming a unicorn requires long-term execution, strategic positioning, and navigating indirect competition, particularly in Southeast Asia’s fragmented markets.  Watch, listen or read the full insight at https://www.bravesea.com/blog/8-ways-to-build-a-unicorn Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/8-ways-to-build-a-unicorn-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/8-ways-to-build-a-unicorn-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/8-ways-to-build-a-unicorn-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Johann Wah, President & Cofounder of Nika.eco, and Jeremy Au discussed: 1. Student Founder Beginnings: While attending Yale-NUS, Johann founded a sustainable apparel company to pay for his university expenses and dates with his now-wife. The business started gaining traction after a Straits Times article featured their eco-friendly fabrics, but the COVID-19 pandemic led to canceled orders and an overwhelming inventory. Faced with financial challenges, he borrowed money from friends and family to meet his Minimum Order Quantity (MOQ) for the fabrics. When B2C sales dried up, he pivoted to B2B, cold calling and knocking on doors of corporations with sustainability mandates. After three months of high risk, he secured contracts with Western multi-national corporations headquartered in Singapore that allowed him to clear his debts and pay for his university fees. 2. Amazon to Nika.eco Founder: Johann landed a role as on AWS’s startup team after three attempts. Despite achieving his dream of working at Amazon, he felt compelled to explore climate tech, motivated by a conversation with his best friend and co-founder who had already left Amazon to pursue the same vision. Together, they launched Nika.eco to democratize climate and geospatial modeling, making it more accessible to smaller universities, researchers, and consultants. Their product simplifies climate modeling by offering a one-click virtual machine that automates setup, cutting down the typical three-day setup process to mere minutes. This solution addresses the cost and complexity barriers that smaller institutions face in accessing high-end cloud computing resources. 3. Climate Change Perspective: His passion for climate tech is deeply rooted in his childhood experiences in Chiang Mai, Thailand where his father, a part-time missionary, worked closely with indigenous farmers. The farmers were reliant on deforestation and monoculture farming practices to sustain their livelihoods, which sparked his interest in environmental sustainability. His wife, the cofounder of Thryft.sg, Southeast Asia’s largest secondhand bookstore, shares his commitment to sustainability. They frequently discuss the future of the planet and their hope for raising children in a better world. Johann remains optimistic that human innovation will help mitigate the effects of climate change. He also believes that although the world faces significant ecological challenges, technology and adaptability can pave the way for a brighter future. Jeremy and Johann also discussed how spatial analytics transform insurance risk pricing, how his time in the oil and gas industry shaped his sustainability approach, the importance of public-private partnerships, and Southeast Asia’s potential to become a hub for climate-focused solutions. Watch, listen or read the full insight at https://www.bravesea.com/blog/johann-wah Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/johann-wah-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/johann-wah-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/johann-wah-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Wing Vasiksiri, General Partner & Founder of WV Fund, and Jeremy Au discussed: 1. Founder Failure Stigma: They compared how failure is perceived by founders and society in Southeast Asia versus the US, focusing on Thailand and Singapore. In Thailand, failure carries a strong stigma, making it harder for failed founders to reintegrate into the ecosystem, while in the US, failure is seen as part of the entrepreneurial journey, with founders often wearing it as a badge of honor. They noted that the lack of a talent recycling system in Southeast Asia makes it riskier for founders to fail, as there are fewer opportunities for them to be absorbed back into other startups, VC firms, or incubators. In contrast, Silicon Valley provides a more robust safety net for failed founders, who are quickly reabsorbed into the ecosystem. 2. New Prime Minister Paetongtarn Shinawatra: They discussed the recent political shift in Thailand with the appointment of Paetongtarn Shinawatra as Prime Minister, replacing Srettha Thavisin. Srettha, a former business executive, was removed from office after appointing a convicted cabinet member, which violated the Thai constitution. Paetongtarn, the daughter of former pro-business Prime Minister Thaksin Shinawatra, is expected to maintain many of the previous administration’s policies, including the digital wallet program, which offers financial handouts of 10,000 baht (USD 300) to 50 million citizens to stimulate economic growth. While the stock exchange of Thailand reacted positively, with a sharp rise of over 11%, the long-term fiscal impact of such handouts remains a concern, particularly with potential inflationary pressures. 3. Electric Vehicle (EV) Manufacturing: They explored Thailand’s rapid adoption of electric vehicles, supported by strong government subsidies ranging from 20,000 to 100,000 baht per vehicle. In 2023, EVs accounted for nearly 10% of new car sales, and the government aims for 30% of vehicle production to be electric by 2030. This shift is largely driven by partnerships with Chinese manufacturers, positioning Thailand as a key player in the regional EV market. They contrasted this with Singapore, where the government’s reliance on gas tax revenues limits its incentive to push for EV adoption, despite favorable infrastructure conditions. Indonesia was also mentioned as a key player in the EV sector, particularly due to its rich nickel reserves essential for battery production. Jeremy and Wing also discussed the rise of the cannabis industry in Thailand, the minimum wage increase, and the lack of B2B SaaS success stories in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/thailand-new-prime-minister Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/thailand-new-prime-minister-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/thailand-new-prime-minister-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/thailand-new-prime-minister-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Jeremy Au moderated a panel of venture capitalists to unpack the key trends shaping APAC’s investment landscape. Nruthya Madappa emphasized India's rapid recovery in early-stage VC, driven by second and third-time founders and $600 million deployed across 80+ companies at 3one4 Capital. She outlined how India's growing consumer class now outpaces China’s, creating new market opportunities. Brent Ogilvie highlighted Pacific Channel's 98% IRR over 14 years, investing in health, food, and environmental startups, while spotlighting the growing role of AI in deep tech. Ashwin Raguraman pointed to India’s Semiconductor Policy as a key driver of innovation in deep tech. The panelists also noted macroeconomic shifts, including capital moving from China due to geopolitical tensions, and how India’s Unified Payments Interface (UPI) is transforming fintech. They reflected on the broader shift toward sustainability and economic independence, reshaping how VCs allocate capital across the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/apac-vc-trends Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/apac-vc-trends-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/apac-vc-trendsc-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/apac-vc-trends-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Venture Studio Family and its community at https://inniches.com/family

Borko Kovacevic, Cofounder of Poddster, and Jeremy Au discussed: 1. Serbia Childhood to Singapore: Borko reflected on his childhood in Serbia during the 1980s and 1990s, witnessing both Yugoslavia's prosperity and the hardships of the Bosnian and Kosovo wars. Economic instability and rising crime taught him street smarts and resilience, values he now aims to instill in his children, who are growing up in Singapore’s safety. He stressed the importance of teaching gratitude and perseverance despite their comfort, helping them appreciate hard work and innovation. Borko contrasted his challenging upbringing with his children’s blessings, focusing on how to nurture their development without fostering complacency. 2. 17 Years at Microsoft: Borko recounted his Microsoft career, which began in the early 2000s in Serbia as one of the first employees in the post-war region. He described the culture shock of transitioning from a formal corporate environment—where suits and daily shaving were required—to Microsoft’s casual jeans-and-t-shirt culture. Over the years, Borko worked across Europe, including Munich, before settling in Singapore. He witnessed key leadership transitions, such as Bill Gates stepping down and Steve Ballmer taking over, which shaped the company’s evolving culture. Mentorship played a crucial role in helping him navigate these changes. After receiving tenure crystals at the five, ten, and fifteen-year marks, Borko chose to pursue his entrepreneurial aspirations instead of waiting for the twenty-year crystal. 3. Podcast Founder Poddster: Borko discussed founding Poddster, a podcasting studio business born from conversations with his co-founder, a UX and MVP expert who saw a market gap for fully equipped podcasting spaces. Starting with one studio in Dubai, Podster grew to 12 studio sets in Dubai and 4 in Singapore. The rise of video podcasting and short-form content, driven by platforms like Instagram, TikTok, and LinkedIn, has fueled its success. He also highlighted the importance of scalability and the development of Podyx, a SaaS platform to streamline operations for Poddster and other studios worldwide. Jeremy and Borko also discussed how his early career influenced his leadership style, the potential of AI to automate and enhance podcast production, and the future of content creation. Watch, listen or read the full insight at https://www.bravesea.com/blog/borko-kovacevic Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/borko-kovacevic-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/borko-kovacevic-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/borko-kovacevic-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Visit poddster.com to start your content creation journey! Use code brave20 for 20% off your first recording.

Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed: 1. $3.3B Super Typhoon Disaster: Super Typhoon Yagi caused over $3.3 billion in damage and resulted in more than 300 deaths in northern Vietnam. The typhoon was one of the worst in 30 years, which significantly disrupted Vietnam’s economy with power outages in factories and offices for over a week. As a result, the country's GDP growth forecast was reduced by 0.15%. They also highlighted Southeast Asia's susceptibility to natural disasters which are often underappreciated by global investors. 2. VNG Police Raid: Vietnam’s police raided VNG, Vietnam's first unicorn for a sudden investigation. The board appointed Kelly Wong as interim CEO, with little news regarding the status of founder Le Hong Minh. The regional investor community has raised concerns about regulatory uncertainty and startup exit conditions, as VNG had been seen as Vietnam’s frontrunner and pioneer for an IPO in the US. 3. GoJek Market Exit: They also covered Gojek’s exit from the Vietnamese market after six years of operations and over $200 million in investment. Gojek’s departure follows the earlier exits of Uber and Didi, leaving Grab and domestic players like Be and Green SM (owned by VinFast) to dominate the market. Valerie suggested that a future collaboration between Be and Green SM could emerge to challenge Grab’s market position. Jeremy and Valerie also discussed Vietnam’s stock market status upgrade to "emerging market", Singapore’s stock exchange challenges, and regional tech startup consolidation. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-super-typhoon-disaster Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/vietnam-super-typhoon-disaster-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.