

BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)
Jeremy Au
Learn from Southeast Asia's best tech leaders. Build the future, learn from our past & stay human in between. No B.S on success. Southeast Asia's #1 startup & venture capital podcast with 80,000+ listeners.
Hosted by Jeremy Au. VC & serial founder. Harvard MBA & UC Berkeley. Sci-fi nerd & dad of two daughters. Growth and personal growth solves all problems. The best feeling is coaching good humans to be great leaders.
Published on Monday & Thursday. Weekly tech news debates, changemaker interviews & listener Q&As.
Community of listeners and guests across Singapore, Indonesia, Vietnam, Thailand, Malaysia & the Philippines. Global top 10% podcast.
"Learned a lot from the journeys. Must-listen for anyone seeking advice to be a leader" @lindatangxy
"Refreshing to hear from distinguished founders what they learned, both the good & bad" @seanojw
"Incredibly useful in kickstarting my thought process around customers as an entrepreneur" @klowetan
"After tuning into a couple of episodes, this is now my weekly routine. Keep it up!!" @joshrodes8
Get transcripts, startup resources & community discussions at www.bravesea.comWhatsApp Weekday Insight: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02eSpotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0TYoutube: https://www.youtube.com/@JeremyAuApple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464Tiktok: https://www.tiktok.com/@jeremyauInstagram: https://www.instagram.com/jeremyauzTwitter: https://twitter.com/jeremyauLinkedIn: https://www.linkedin.com/company/bravesea
Hosted by Jeremy Au. VC & serial founder. Harvard MBA & UC Berkeley. Sci-fi nerd & dad of two daughters. Growth and personal growth solves all problems. The best feeling is coaching good humans to be great leaders.
Published on Monday & Thursday. Weekly tech news debates, changemaker interviews & listener Q&As.
Community of listeners and guests across Singapore, Indonesia, Vietnam, Thailand, Malaysia & the Philippines. Global top 10% podcast.
"Learned a lot from the journeys. Must-listen for anyone seeking advice to be a leader" @lindatangxy
"Refreshing to hear from distinguished founders what they learned, both the good & bad" @seanojw
"Incredibly useful in kickstarting my thought process around customers as an entrepreneur" @klowetan
"After tuning into a couple of episodes, this is now my weekly routine. Keep it up!!" @joshrodes8
Get transcripts, startup resources & community discussions at www.bravesea.comWhatsApp Weekday Insight: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02eSpotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0TYoutube: https://www.youtube.com/@JeremyAuApple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464Tiktok: https://www.tiktok.com/@jeremyauInstagram: https://www.instagram.com/jeremyauzTwitter: https://twitter.com/jeremyauLinkedIn: https://www.linkedin.com/company/bravesea
Episodes
Mentioned books

Oct 24, 2024 • 14min
Arthur C. Clarke’s “Crazy” 1974 Prediction, 10X vs. Status Quo & Tech Marketing Principles - E490
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

Oct 22, 2024 • 32min
Tina Amper: Geeks on a Beach, 12M Filipino Diaspora Reverse Culture Shock & Burnout to Community Leader - E489
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

Oct 21, 2024 • 27min
Singapore Vetoes Allianz $4.4B Insurer Acquisition, NTUC 1961 History & Income Cooperative Mandate & Trump vs. Kamala Impact on Southeast Asia with Shiyan Koh - E488
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

Oct 18, 2024 • 31min
David vs. Goliath: Startup Disruption, Incumbent Scale & Asymmetric War For Customers - E487
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

Oct 15, 2024 • 32min
Michael Chua: Consultant to Award-Winning Actor at Age 50, AI Disrupting Filmmaking & Climbing the 'Third Mountain' - E486
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

Oct 13, 2024 • 24min
China: US$1.1 Trillion Monetary Stimulus, Temu & Shein vs. USA De Minimis Tariffs & YouTube & Shopee Anti-TikTok Shop Alliance with Jianggan Li- E485
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

Oct 10, 2024 • 24min
8 Ways to Build a Unicorn with 1 in 40 Roulette Odds - E484
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

Oct 8, 2024 • 23min
Johann Wah: Student Founder Beginnings, Amazon to Nika.eco Founder & Climate Change Perspective - E483
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

Oct 6, 2024 • 34min
Thailand: New Prime Minister Paetongtarn Shinawatra, Founder Failure Stigma & Electric Vehicle (EV) Manufacturing with Wing Vasiksiri - E482
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

Oct 3, 2024 • 24min
APAC VC Panel: India Early-Stage Recovery, Emerging Markets Cross-Border Challenges & Deep Tech Boom - E482
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
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