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

Jeremy Au
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Mar 9, 2023 • 21min

Future of VR (Bull vs. Bear), Metaverse Generational Gap (Millennials vs. Gen Z vs. Gen Alpha) & Hikikomori & Whale Normalization

In this episode of BRAVE, Jeremy Au discusses the dynamics of the metaverse. He explains the parallels between the development of AI and VR in terms of generational adoption, the bullish market of VR in the long run, and the rise of whales in the next generation. "At the end of the day, is virtual reality dead? The answer is no. It's alive in the hearts of Generation Alpha who will really drive it to peak usage. The ones who are going to build and monetize it are the millennials and Generation Z.” - Jeremy Au Read the transcript at https://www.bravesea.com/blog/future-of-vr 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 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
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Mar 7, 2023 • 40min

Caela Tanjangco: Cautious Optimism Around Philippines, Founder Storytelling Advice & Nautical Stars Tattoo - E251

Caela Tanjangco is a Director for Asia at Endeavor Catalyst. She started with Medical School but later pursued a business career, including founding a healthcare startup. She is also Co-Chair of the Impact Council at the Global Shapers Community and holds a Master's Degree in International Management and a BS in Psychology. "We have companies that have raised Series B, had the first female founder raise the highest amount of Series A funding, and have CBCs, which is the biggest ever in the Philippines. I'm cautiously optimistic about the country in terms of the next stage of funding because of what's happening in the market. We have a lot of good founders and strong fundamentals, but because of what's happening in the public and private markets, we’re affected in terms of the succeeding funding in Series C, pre-IPO, and Series B. We lack investors in that area for all the companies that have just raised their Series B."- Caela Tanjangco "There are disadvantages to being founders who don't speak English or who might have problems communicating about their startup when pitching to global funds. I won’t say that's a shortfall, but it's an issue that entrepreneurs need support with. It’s a gap that we need to address so that they're better acknowledged and understood by global investors." - Caela Tanjangco Read the transcript here at: www.bravesea.com/blog/caela-tanjangco 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 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
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Mar 5, 2023 • 38min

Luxury & Conspicuous Consumption, Brand vs. Performance Startup Marketers, Premium Lifestyle vs. Features vs. Referral & Luxury Marketing Narrative (One Championship vs. Nike vs. Patek Philippe)

In this episode of BRAVE, Jeremy Au and Shiyan Koh discuss luxury, startup marketing, and the three types of human stories. Shiyan explains how talent and supply chain management drive economies of scale in the luxury industry. Jeremy emphasizes the importance of understanding consumers and being a great communicator to succeed in marketing. The discussion also touches on how the three types of human stories relate to branding and marketing strategies. “Marketing is often seen as the company communicating to the consumers and the market is the consumers’ feedback on product features and campaigns. At an early stage of a startup, there are so many adjustments based on market feedback and it can be a bit of a shock for marketers. Both performance and brand marketers can fail if they don't use the time to really understand what a consumer wants, so a great marketing officer is also a great communicator, both on brand and performance. ” Jeremy Au  “Luxury is special because it’s limited and not everyone can have it. The economies of scale come in terms of talent and supply chain. Supply chain is easier to think about but talent is really interesting. If you are working inside a single family-owned brand, you can't advance unless your boss leaves, but if you own a family of brands, you can have opportunities to move laterally and learn from lots of different brands. You can disproportionately attract better talent, both on the creative side and on the managerial side, which you both need for a luxury business.” - Shiyan Koh Read the transcript here at: www.bravesea.com/blog/luxury-conspicuous-consumption 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 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
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Mar 1, 2023 • 42min

Sabrina Ooi: Bipolar & Being Arrested For Suicide, Turning Passion to Startup & Managing Founder Stress - E249

Sabrina Ooi is the cofounder & CEO of Calm Collective Asia, an organization with the mission to normalize mental health conversations in Asia. She is a mental health expert by experience, having achieved personal recovery and well-being through her journey with bipolar disorder. Through her work with Calm Collective, she has consulted for and created global mental health programs for brands like Spotify, The Body Shop, and Standard Chartered. She has been featured in various publications and was named a Gen.T Honouree in 2021. Sabrina has worked in the software and marketing industries and was a professional DJ in top nightlife establishments. "I have bipolar disorder and I’ve gone through struggles before I got diagnosed. I got arrested for attempting suicide and lost two friends to suicide. Surviving that horrible, challenging period of my life helped me learn how to manage and thrive with it. My personal journey has given me a lot of learnings and insights around mental health, from the stigma that we face to just a lot of things that we don't know about. It gave me that motivation to share what I've learned with more people so they can seek mental health support before it's too late." - Sabrina Ooi "Bipolar disorder is basically manic depression. Depression is unipolar. Bipolar means there's depression, but there's also mania. Mania is quite interesting because you can feel energetic and sociable when you're in that state. For me, mania can show itself on nights when I don’t get any sleep. I would be very excited and start 10 or 20 new projects, but would probably not finish any of them. I would be the life of the party, but at the same time, I can be very irritable and quick to annoy people." - Sabrina Ooi Read the transcript here at: www.bravesea.com/blog/sabrina-ooi 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 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
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Feb 28, 2023 • 14min

Digital Immortality, Personal Avatar Resolution Fidelity, Data Footprint Rights & Entertainment Industry Resurrection of Celebrities - E248

In this episode of BRAVE, Jeremy Au talks about the "resurrection" of deceased characters in the form of a hologram, the impact of digital avatars on the film industry and the different fidelity resolutions of personal avatars. “All of us are already digitally immortal. Anybody who has a public presence can have a hologram. If I give access to my private copyrighted materials and private communications, you could create a really high-resolution avatar with my face, speaking habits and mannerisms. If I pass away, my digital footprint rights will be given to the next-of-kin and wills have to eventually include that generative-AI-replication consent clause. We have to make a decision about whether you consent to generate a level-one, middle, or very high fidelity resolution of your personality and soul.” - Jeremy Au Read the transcript here at www.bravesea.com/blog/digital-immortality 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 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
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Feb 27, 2023 • 8min

AI vs. Electricity Adoption Trajectory, USA vs. China Startup-Military-Industrial Complex Integration & Accelerating State Subsidy Race - E247

In this episode of BRAVE, Jeremy Au reflects on deep learning breakthroughs’ timeline, AI’s impact on military technology and the increased incentives for more AI engineer training, funding and integration, based on a ChinAI article written by Jeffrey Ding. “AI is going to accelerate the military-industrial complex. It’s not just good for the economy or academics, but also for national security. That's going to be a very interesting fusion. There may also be multiple attempts by states to build out those AI hubs over a 20 to 30-year timeframe, so we might see more subsidies, education, advocacy and championing for folks to learn AI.” - Jeremy Au Read the transcript here at Read the transcript here at www.bravesea.com/blog/ai-electricity-adoption 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 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
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Feb 27, 2023 • 38min

SaaS Marketplaces vs. Middleware, Embedded Finance, and Urban Income Inflection Points thanks to January Capital

In the latest episode of BRAVE, Jeremy Au and Shiyan Koh analyze January Capital's monthly report on Southeast Asia, focusing on the region's marketplaces with low margins. They delve into how these marketplaces are leveraging embedded finance to increase their profit margins, while also considering the role of retention in simplifying their operations. Furthermore, the discussion also touches upon the shifting trends in the SaaS landscape of Southeast Asia.  Download the January Capital report here. Read the transcript here at: www.bravesea.com/blog/january-capital-report 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 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
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Feb 22, 2023 • 48min

Michael Kosic: VC Diversification Free Lunch, Sortino vs. Sharpe Ratio and Open-Ended Funds - E245

Michael Kosic is a Managing Partner of the Loyal VC, founded in 2018. Loyal runs a global venture fund with flexible redemptions and a proprietary gate-stage process, reducing investment bias and unlocking greater returns. Loyal draws on Michael's lifelong experience as a technology entrepreneur, professional Industrial Engineer, and Angel Investor, while heavily leveraging his INSEAD network, where he earned his MBA, and the Founder Institute accelerator. Read the transcript here at: www.bravesea.com/blog/michael-kosic 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 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
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Feb 21, 2023 • 34min

Q&A: Angel Investing Ticket Size & Equity, Investment Pitfalls and Media & Art Trends (NFTs & Generative AI) - E244

In this episode of BRAVE, Jeremy Au and Adriel Yong discuss the typical ticket size for angel investors and its expected equity, LP fund allocation on specific verticals, pitfalls to avoid, current media and art initiatives and trends like NFTs and generative AI and transitioning to a VC role from a corporate partnership director background. Read the transcript at: www.bravesea.com/blog/angelinv-qna 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 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
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Feb 20, 2023 • 50sec

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