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

Jeremy Au speaks with Valerie Vu about Vietnam’s sudden shock from the 46% US tariff under Trump. What started as optimism turned into panic factories collapsed, partners pulled out, and even personal tragedies occurred. The government acted fast, but trust with the US was damaged. Vietnam is now shifting toward multipolar trade, owning more of its value chain, and exploring new diplomatic lanes with countries like China, Singapore, and the UAE. They also explore how digital platforms like TikTok are emerging as tools of modern diplomacy. Vietnam was blindsided by the 46% tariff, causing financial losses, factory shutdowns, and even suicides from sudden business collapse.The government responded immediately with emergency meetings and a direct call from the General Secretary to Trump.The US refused to reverse tariffs without demanding currency reform, trade surplus reduction, and blocking Chinese transshipment.Vietnam expanded trade talks with China, UAE, Australia, and others, while strengthening regional ties with Singapore and Indonesia.Factory owners are now investing in branding, design, and IP to move up the value chain and reduce reliance on OEM contracts.Cambodia and Malaysia are also recalibrating as China freezes infrastructure investments and US tariffs shake regional trade flows.Singapore’s PM Lawrence Wong went viral in Vietnam through TikTok, showing how soft power now runs through short-form media.

Jeremy Au sits down with Jeffrey Lonsdale to unpack the US-China trade standoff, the Taiwan flashpoint, and how Southeast Asia is adapting to global shifts. They explore how tariffs are reshaping supply chains, the risk of trade wars escalating, and the difficult position countries like Vietnam and Singapore now find themselves in. The conversation also looks ahead at how governments, investors, and founders should think about resilience in a volatile world. 1. Tariffs as a political and economic tool - Trump uses tariffs not only to protect US industries but as a form of domestic consumption tax, shifting behavior and revenue like a GST or VAT. 2. Escalation breeds popularity - Politicians in countries like Canada, Mexico, and parts of Europe gain domestic support by opposing Trump era tariffs, encouraging confrontational stances. 3. Two futures for the US economy - A positive outcome involves cutting red tape and reindustrializing; a negative one sees trade wars, inefficiency, and geopolitical instability, especially if China moves on Taiwan. 4. China-Taiwan conflict would ripple globally - Supply chains are tightly linked—any flashpoint could halt key components, expose Western dependency on Chinese manufacturing, and cripple downstream industries. 5. Southeast Asia’s mixed upside - Countries like Vietnam and Indonesia benefit from the “China plus one” shift, but they’re also at risk if rerouted exports from China trigger new US tariffs. 6. Neutrality may not last - Singapore’s attempt to stay neutral could break down in a Taiwan crisis; facilitating trade with China could be interpreted as taking sides. 7. Southeast Asia’s long-term growth hinges on reform - Vietnam and Indonesia need policy upgrades, power reliability, legal trustworthiness, and governance improvements to fully capitalize on global shifts and avoid investor skepticism after scandals like eFishery. Watch, listen or read the full insight at https://www.braves ea.com/blog/tariffs-shape-trade 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

Blue Orca Capital’s allegations against BetterHelp and highlights growing tensions in tech-enabled labor platforms. BetterHelp is accused of using AI to replace human therapists, driven by cost pressures and incentive structures. The case reflects broader risks as AI begins to reshape trust, quality, and business models in two-sided marketplaces. Therapists allegedly use AI to engage patients: Customers reported robotic replies and confirmed AI usage through detection tools, raising concerns about trust and ethics in mental healthcare.Incentives and burnout drive AI reliance: Therapists are paid by word count and overloaded with 60+ patients per week, making AI an easy shortcut to meet performance targets.Business slowdown exposes deeper cracks: BetterHelp’s user base, revenue growth, and profit margins are all declining, while Teladoc faces accounting scrutiny and leadership turnover. Watch, listen or read the full insight at https://www.bravesea.com/blog/ai-therapist-problem 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

Li Hongyi, Director of Open Government Products, shares his inspiring journey from aspiring physicist to tech leader for public service. He discusses the transition from theory to impactful work during his Google internship and the shift from micromanagement to empowering his team. Hongyi emphasizes the importance of agency and collaboration in government projects, particularly when creating solutions like parking.sg. He also tackles the rising threat of digital scams, advocating for stronger systems to protect citizens in Singapore.

Jordan Dea-Mattson, a veteran tech leader, and Jeremy Au discussed how Jordan built developer tools at Apple and went on to lead engineering teams at Adobe and Indeed. They explored how he witnessed Apple’s transformation under Steve Jobs, the often unseen dynamics behind major tech layoffs, and what it takes to grow and scale high-performing teams in Southeast Asia. Jordan also shared how he led the rapid expansion of Indeed Singapore, navigated its unexpected closure, and helped his team transition. He also opens up about overcoming personal trauma, leading with integrity, and why real bravery means acting in the face of fear. 1. From curious teen to Apple product manager: Jordan fell in love with computers in middle school, studied computer science, and hustled his way into a job at Apple by fixing bugs and thinking like a product owner. 2. Building early developer tools: He managed key tools like ResEdit and Max bug, and worked on making Apple software usable in Japanese, Arabic, and Hebrew—shaping his global product thinking. 3. Seeing Apple with and without Jobs: Jordan lived through Apple's lost years and felt the seismic shift when Steve Jobs returned—cutting the product line, raising the bar, and restoring focus. 4. From Apple to Adobe: At Adobe, Jordan worked on Acrobat's SDK, then led a cross-product team to improve interoperability—laying the groundwork for what became the Adobe Creative Suite. 5. Layoffs, politics, and unintended consequences: He was laid off during Adobe’s merger with Macromedia, learning firsthand how internal politics often decide who stays and who goes. 6. Helping Adobe’s products play nice: His team standardized core components like fonts and color management, turning a “preschool” of incompatible products into a cohesive offering. 7. Building Indeed Singapore from scratch: In 2018, Jordan set up the Indeed product center in Singapore, growing it from 4 to 250 people—emphasizing diversity, speed, and engineering quality. Watch, listen or read the full insight at https://www.braves ea.com/blog/engineering-soft-landings 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 breaks down what founders should really look for in a VC—beyond branding. He shares a practical framework for value-add, highlights how VCs behave in failure, and urges founders to dig deeper than surface signals. The conversation also looks at why older founders often perform better, even if they raise less, and the dynamics of VC incentives. VCs show true value in failure: Founders often overlook how a VC behaves when things fall apart—but that’s when reputation is earned.Most “value-add” claims are surface-level: Using a pyramid model, Jeremy explains that real value lies in basics like capital, governance, and reinvestment—not flashy perks.Some VCs actively destroy value: He shares how one VC blocked a cents-on-the-dollar exit, leading the startup to shut down completely.Support goes beyond capital: A VC offering a personal loan during a tough time stood out more than any platform or pitch.Reference-check your VC: Don’t just talk to winning startups—learn how the VC acted when things went badly.

Jeremy Au unpacked why most startups fail and how failure is often misunderstood especially in Southeast Asia’s tech landscape. He pointed out that failure isn’t just about poor execution or bad luck. It’s often structural, recurring across funding stages, and rooted in deeper issues like team mismatches, market timing, or scaling too fast. He also drew a clear line between economic failure and personal failure, reminding founders that not hitting a return target doesn’t mean they’re bad leaders or people. He shared recurring patterns and what comes next for those who’ve been through it. 1. Good Idea, Wrong Team: Some startups never get off the ground because the team can’t execute—either due to weak dynamics or the wrong mix of skills. 2. False Starts: Products built in a vacuum without real user insight often flop, no matter how technically sound they are. 3. False Positives: Early traction can be misleading—what works in one market or segment may fail in another if context isn’t deeply understood. 4. Speed Trap: Fast growth and big funding can set unrealistic expectations, creating pressure to scale beyond what the team or model can handle. 5. Bad Macro Luck: External events—like funding winters or shifting investor focus—can kill momentum even for strong companies. 6. Cascading Miracles: Some ambitious startups crash despite big raises and press hype, only to see others succeed later with the same core idea. 7. The Second-Time Edge: Founders who’ve succeeded before have better odds next time around, thanks to sharper timing, stronger networks, and better-hiring instincts. Watch, listen or read the full insight at https://www.braves ea.com/blog/startup-false-starts 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 talks with Gita Sjahrir, an Indonesian economist and entrepreneur, in a deep dive on Indonesia’s current macroeconomic conditions and policy landscape. They analyze how inconsistent government communication, executional shortcomings, and short-term policymaking have contributed to uncertainty among investors and the public. The discussion also explores infrastructure priorities, the structural incentives behind recent decisions, and the enduring resilience of Indonesian citizens and micro, small, and medium enterprises (MSMEs). This episode offers a pragmatic assessment of an economy with strong fundamentals navigating through complex challenges. 1. Market turmoil triggered by poor policy communication: Stock prices dropped, and the IDX temporarily halted trading after inconsistent government messaging on taxes and royalties. 2. Investor confidence shaken by opacity: The lack of clear direction and unified communication made both local and foreign investors wary of the policy environment. 3. Layoffs highlight deeper weaknesses: Mass layoffs by a major garment company raised concerns about weakening consumer demand and employment trends. 4. Sovereign wealth fund rollout lacks transparency: The introduction of DARA, a new sovereign wealth fund, failed to clarify how infrastructure or job creation goals would be met. 5. Execution—not intent—is the policy bottleneck: While school lunch programs and stimulus plans aim to help, flawed rollout and budget tradeoffs create new public dissatisfaction. 6. Budget cuts send mixed signals: Programs for small and medium businesses have seen funding reduced, undermining growth for the sector that employs millions. 7. Controversial military law revision sparks unrest: The lack of draft transparency triggered fears over potential authoritarian shifts, adding to market and public anxiety. Watch, listen or read the full insight at https://www.braves ea.com/blog/crisis-of-confidence 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 discussed how pitching, trust, and fundraising work. He explained that pitching is about expressing a future others can believe in, not just raising money. He shared how traction builds trust, why capital must be chosen carefully, and how great founders turn investor interest into leverage. Drawing on examples like Rewind.ai and BenchSci, he laid out what separates good pitches from great businesses. Pitch to clarify thinking: Saying your plan out loud invites feedback and sharpens your logic.Traction builds trust, not slides: Focus on customer milestones first—VCs only glance at decks.Trust is built, not assumed: Show credibility, deliver reliably, be warm, and care beyond yourself.Keep small promises: Reliability grows when you do what you say, even with tiny tasks.Say yes to help: Accepting offers like coffee builds closeness and rapport. Watch, listen or read the full insight at https://www.braves ea.com/blog/pitch-with-purpose 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

Vikram Bharati, founder of Draper Startup House, and Jeremy Au talked about how the startup world has shifted since their last conversation. They explored how Draper Startup House has expanded across continents while wrestling with the challenge of scaling both physical spaces and community-driven programming. They discussed how remote and hybrid work are evolving post-pandemic, and how startups are adapting faster than large corporations. They also reflected on parenting and preparing the next generation for a fast-changing world, where original thinking and adaptability may matter more than credentials. Vikram also shared his growing interest in “digital nations,” a concept that could reshape how governments serve people and how individuals relate to borders and institutions. 1. Scaling Draper Startup House globally: Vikram shares that Draper Startup House has grown to 15 locations across South America, India, and Korea, focused on building startup communities in adventurous and underserved places. 2. Finding the right people as a challenge: The model combines real estate ("hardware") and startup programming ("software"), which requires local leaders who can do both—something that's tough to find consistently. 3. Remote work is here to stay: Vikram believes the post-pandemic world has made flexible work a permanent reality, especially for startups and global teams like his, which now span the US, Brazil, India, Portugal, and more. 4. Hybrid models work best: The trend he sees is a mix of in-person and remote work—typically two or three days in the office—which balances productivity and employee satisfaction. 5. Parenting in a changing world: Both Jeremy and Vikram reflect on raising young kids today, and how future success may depend more on adaptability and creativity than traditional credentials or schooling. 6. Unique perspectives come from unplugging: Vikram suggests that stepping outside the common information feed is one way to build original thinking—especially as everyone now consumes the same digital content. 7. Digital nations as the next frontier: Vikram outlines his interest in building “digital nations”—online systems that provide government-like services and community without being bound to geography, potentially expanding opportunity beyond borders. Watch, listen or read the full insight at https://www.braves ea.com/blog/scaling-startup-communities 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