"I'm actually not a believer of the web 2.0 turning into web 3. So these days a lot of companies are basically turning non-profitable web 2.0 companies and adding token elements into that and turning it into a web 3 company - and think issuing a token can flip the whole picture differently. I'm not a believer in that, the reason is that the user is coming on board with a different purpose. These people from the web 2.0, they don't care about whether they have tokens, they don't care about whethe...
Oct 20, 2022•45 min•Ep. 395
"I think one of the things that TSMC does is that they tend to hit their targets. When they say they're gonna build something, they're gonna do something, they do it. I think that when you contrast that with other companies in the industry like for example, a particular company in America that says and sets a certain deadline and misses it repeatedly, that affects your credibility. TSMC has always said that they're gonna hit a certain number. It's like a pretty good chance that they'll hit it." ...
Oct 12, 2022•47 min•Ep. 394
"China's vision is basically to use the big data that it's harvested to enable its government to be just more nimble and more reactive to the demands of its citizens. So China's idea is, you know, if we collect enough data, we can spot problems and nip them in the bud even before they occur. Or we can spot, for example, a national security threat and nip that in the bud even before a terrorist is able to do anything." - Liza Lin Fresh out of the studio, Liza Lin, senior correspondent at the Wall...
Oct 07, 2022•39 min•Ep. 393
"More generally, this air of crisis is just going to force companies to look again at the wisdom of supply chains, which crisscross Asia in a way that didn't take account of geopolitical boundaries. You already see a move by many companies to try and create more robust and resilient supply chains to geopolitical shocks, and so that might mean companies like TSMC or Global Foundries building semiconductor plants in Arizona or in Singapore, it might mean companies that have previously sourced from...
Oct 04, 2022•32 min•Ep. 392
"Strategy wise. This is the path that we went through. We started looking at options because we wanted to possibly buy options to hedge our balance sheet. But when we looked at it, we were like: this kind of volatility, very difficult to buy. If it's very difficult to buy means selling is good. So in this case, I think low control leverage volume selling tends to be a very good strategy because of the high carry." - Darius Sit Fresh out of the studio, Darius Sit, founder of QCP Capital, joined u...
Sep 26, 2022•36 min•Ep. 391
"Without nodes, there's no blockchain. Without blockchain, there's no cryptocurrencies. Without cryptocurrencies, there's no web3. So nodes are the key core fundamental architecture and infrastructure for this ecosystem. Whether you are a persona just trading around the tokens, you need nodes to be performing. So that when you do a trade, read-write transactions happen, you verify how many tokens are in your wallet." - Andrew Vranjes Fresh out of the studio, Andrew Vranjes, VP of sales & gen...
Sep 20, 2022•43 min•Ep. 390
"So these three things, continue the digital transformation, the business networks and the supply chain resilience, both of those underpinning solving for scope three [carbon emissions], circular process and a more sustainable future for Asia. The opportunity we have ahead of us, to solve for what I think, are really profound problems that the planet needs to obviously solve." - Paul Marriott Fresh out of the studio, Paul Marriott, the President, SAP in the Asia Pacific and Japan, joined us to d...
Sep 15, 2022•35 min•Ep. 389
"China is doing exactly what you said, it is trying to basically have backups for choke point technologies, so that in the case of sanctions, it is not left not being able to do anything. Because that's a very real risk for China right now. Whether or not, it needs to have a complete supply chain. Well, it actually has a lot of the more lower value add components than in the really more advanced pieces. As you pointed out that it does not have a solution and it's actually pretty far behind, I th...
Sep 07, 2022•1 hr 1 min•Ep. 388
"Look, I think this is a long game. A lot of times you don't see the results until you're a few years out. At the same time, the fundraising game is a very short game, which means you want the short results very quickly. So the LP sees that you are ahead of the pack in fundamentally what is a very long game. So there's a huge disconnect there. and I think the pressure has always been there to show short term results in the long term game." - Lim Kuo-Yi Fresh out of the studio, Lim Kuo-Yi, co-fou...
Sep 01, 2022•36 min•Ep. 387
"I think from an investor perspective, the biggest misconception would be to buy into a high score and think the company is truly sustainable because the reality with ESG is the data is self-reported. The data often is limited in terms of the range of disclosures. It's very selective. It's very manipulative because large companies with big CSR or sustainability departments, Can often manage the narrative around ESG better than smaller companies. There are a lot of geographic biases: developing c...
Aug 26, 2022•48 min•Ep. 386
"The reality is you've got the same person using multiple platforms. Now you can either then look at that and say, I can show the same ad to the same person, multiple times across different platforms. Or you can say to yourself, I now have the opportunity to reach the same person with different things in different context, at different moments of their lives on different platforms. Ideally you go with a second one, but admittedly, that's a lot more work." - Simon Kemp Fresh out of the studio, Si...
Aug 19, 2022•56 min•Ep. 385
"I think imperative that as an ecosystem, blockchain Web3 ecosystem, we're all growing together. I would love to see , more bridges with BNB chain and other blockchains as an example, so that you have a much more seamless tech base. And then more importantly, when crypto mass adoption really takes off again, underlying tech people will not need to know what's underlying tech. For us, I think that's important if we can be part of the core infrastructure supporting this new web3 paradigm, that wou...
Aug 13, 2022•58 min•Ep. 384
"Once you reach scalability in blockchain, it should be portable over to decentralized rails. Just like the vast majority of business models that could be built over the internet ,have transitioned to the internet because it's a more effective means of deployment. I think at scale, you'll see the vast majority of financial use cases, which is, a completely digital domain move over to these new rails. But some of the early applications that we've seen emerge are in the basic building blocks of fi...
Jul 17, 2022•54 min•Ep. 383
"The reason for that is that all the businesses in crypto are tied primarily to trading and speculation of crypto rather than any productive use cases. So there are some businesses that generate real cash flow, and those are the ones that I focus on at my hedge fund in my portfolio. But even those largely generate revenue from other crypto businesses. So until crypto has more ties to real world productive use cases and has more dollar generation tied to real world activity, it will continue to h...
Jul 06, 2022•55 min•Ep. 382
"The core purpose of exchanges must be to create jobs. If it's not creating jobs, if it is really just trading derivatives, where is the value creation? If it's not encouraging the next generation of investors, allowing them to put money behind companies that they relate to and are supporting because these companies are solving problems that will impact us in the next 10 & 20 years." - Kelvin Lee Fresh out of the studio, Kelvin Lee, CEO and co-founder of Fundnel, joined us in a conversation ...
Jun 30, 2022•41 min•Ep. 381
"I always think about the pandemic - this Thanos -level finger snap, where everyone's brought back to square one. During this difficult past two years, all the norms are thrown out of the window. It makes for a very interesting period to fundraise, with not much to show for it. A lot of people have said that I'm crazy to make this leap, but I say it's the best possible time to be building because everyone's back to square one. At the end of the day, it's very important to pay due respect to luck...
Jun 24, 2022•45 min•Ep. 380
"To me. The role of a board should be a sounding board to founders. It's very hard for us to assume that founders know everything which is why the company's directors should be a voice of reason in everything that happened. The board isn't just made up by a single person, basically various people with different line of thoughts. So why has nobody bring this up at all? I have no idea. In fact, that is what every investor that I've spoken to for this story questioned this." - Ka Kay Lum Fresh out ...
Jun 17, 2022•40 min•Ep. 379
"From an evolution standpoint, I feel strongly about the fact that more participants, more diversity and more evolution is always a good thing. I am looking forward to like what comes next. Because if we are to be the most dynamic Internet ecosystem in the world, we need to now start to create opportunities for younger folks to participate in angel investing for certain communities that have historically been left out of angel investing and to bring them in as well. If we get there, I think we w...
May 29, 2022•47 min•Ep. 378
"We teach people about all things crypto, like we do a lot of stuff like how to do an uniswap, how to get your first NFT, which exchange is the cheapest for you? We're in a business of education and a resource and people do what they will with the information that we provide them. That's the inspiration behind changing people." - Jacky Yap Fresh out of the studio, Jacky Yap, founder of Chain Debrief, joined us to discuss the inspiration, the mission and vision of the crypto media company. We div...
May 19, 2022•48 min•Ep. 377
"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, Yaw Yeo, an angel investor joined us to discuss his experiences on working in two high growth techn...
May 13, 2022•1 hr 9 min•Ep. 376
"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 forms of global capital markets together." - Raj Gokal Fresh out of the studio, Raj Gokal, co-founder o...
May 01, 2022•47 min•Ep. 375
"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 continue to raise the same fund size, relatively small speaking, and just be great at pattern recogn...
Apr 22, 2022•40 min•Ep. 374
"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 or a certain style. And it's important to get perspective from." - Aliza Knox Fresh out of the studi...
Apr 14, 2022•44 min•Ep. 372
"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 lot of capital into seed stage companies." - Brian Ma Fresh out of the studio, Brian Ma, partner at...
Apr 08, 2022•37 min•Ep. 372
"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 the studio, Vidit Agrawal, CEO and co-founder of GajiGesa discuss the backstory of the fintech company focus...
Mar 31, 2022•34 min•Ep. 371
"... 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, founding managing partner from Insignia Ventures Partners joined us in a conversation to share the backstory, vi...
Mar 23, 2022•35 min•Ep. 370
"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 their technological innovation or economic power and their military power and state capacity." - Par...
Mar 19, 2022•41 min•Ep. 369
"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 lot of time building. Those capabilities and having that reputation, which then sets us apart and help...
Mar 12, 2022•41 min•Ep. 368
"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 for people to start. It's not very easy to grow and scale, and that's why I talk a lot about intention...
Mar 05, 2022•53 min•Ep. 367
"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 China Morning Post (SCMP) joined us in a conversation on the digital transformation journey and where it is h...
Feb 24, 2022•53 min•Ep. 366
