Analyse Asia With Bernard Leong

Informações:

Synopsis

Dissecting the pulse of business, technology & media in Asia

Episodes

  • The Future of Generative AI in Southeast Asia with Ong Peng Tsin

    11/08/2023 Duration: 48min

    "It is not just cheaper, faster, better. I'm not gonna deny that. If we go forward a number of years, it's gonna cause what we've been calling economic singularity. The value of labor drops to zero and you got all kinds of problems from that. But in the immediate future, what's gonna be interesting is this is the first technology that enables us to automate relationships. Basically, the AI can interact with us the way we interact with us. This sounds very trivial,  but if you look at tech and you look at what has enabled tech to scale up to an incredible size around the world is our ability to automate the transaction. It's just that thing, and the problem with that is you end up with conversations of six months, LTV - Lifetime Value. What sense is in that?  You are talking about a human being and your lifetime values over six months. And it's for a simple reason. When you automate transactions, all you control is a transaction. So you take a human being and you transact, and you drain the relationship out of

  • How SXSW comes to Sydney with Colin Daniels

    02/08/2023 Duration: 35min

    "We might not have old rundown houses or shacks that are converted into brand activations, but we have boats and we have parks, and we have so many different opportunities for organizations and brands to profile themselves during South By, in interestingly different ways. When you're putting together an event like South by Southwest, I go back to what I said before about understanding what it means to different people, what industry they're from, what does success look like for them and what are their goals for the event? Right from the beginning how I've approached this and how our team has approached this and TEG, who is producing the event in Australia; We are building the stage. It's up to our creative communities to perform we're providing the platform. We're bringing everyone to Sydney. You are only limited by your imagination of what you can do or achieve." - Colin Daniels Fresh out of the studio, we had the pleasure of hosting Colin Daniels, the managing director of SXSW Sydney, who enthusiastically s

  • The Southeast Asia Investment Landscape with Jeremy Au

    25/07/2023 Duration: 58min

    "Southeast Asia is a very exciting market and I think lots of folks, and probably guests have talked about it, but let's just rattle off the list; obviously you have a rising middle class, you have that openness to trade, openness to immigration, and openness to keep growing from a policy perspective. Of course, there's the urbanization and the internet technology digitalization wave. So these are all the first three slides of every VC fund and LP deck, but also the first three slides of every market report. There are so many great ones out there. But I think when we double click a little bit further, what we're also thinking about is what are the industries that are ripe for change. You can call it disruption, you can call it digitalization, but I think that's the crux of it. When we look at venture capital, how do you build that a hundred million dollar revenue business within 10 years and create that 10x multiple? I think that's the home run that VC funds are geared towards.  That's something that is curre

  • Lombard Odier & Key Trends in Family Offices across the Asia Pacific with Lee Wong

    18/06/2023 Duration: 54min

    "You talked about the market opportunity. When you look at the landscape of the billionaire population today, statistics show that you expect that population to grow by about 34% in the years to come. And from that population, at least a third is going to come from Asia Pacific, and in the next five years time, we expect Asia Pacific to be growing by about 40%. So the market is large in relation to the space of wealth to be managed. And we look at the growth of family office space in Singapore has been exponential. So between 2017 to 2019., according to the statistics, the family office space grew by five times. In 2020 at that time they were looking at around 400 family offices. By the end of 2022, it has grown to more than 800. So if you look at today, I think it is actually a very conservative estimate to say that the number of family offices in Singapore has crossed a thousand. you can easily expect it to be much more than that. So I think it's a very exciting area to be in." - Lee Wong from Lombard Odier

  • The New Gatekeepers & Evolution of AI & Web3 with Benedict Evans

    21/05/2023 Duration: 01h09min

    "With both Web3 and VR, if you thought that was interesting a year ago, it's still interesting. Nothing's really changed. Like 98% of all the nonsense has gone away. But if it was early 2022 and you thought VR headsets are going to be a device that two or 3 billion people own, well nothing's changed in the last year to change that.  If you think that we might build a billion-scale, consumer software, consumer internet service on a blockchain. Which is really what Web3 means. Yeah, ok.  If you thought that a year ago, fine, but you should probably think that is still five years away, but it's just as interesting now as it was then. But it's five years away. Whereas this second wave of AI had been kind of bubbling away very quietly for five years. I mean, the first demo is using generative networks to make faces and things in 2014. And they look terrible. They don't look very interesting. And then suddenly in the last six months, as I've said, suddenly this has worked. Or something's working. And then the growt

  • Is Asia the real growth story for web3 and crypto in 2023? with Cosmo Jiang, Jin Kang & Junney Kang

    14/05/2023 Duration: 51min

    "Here in the US and to your US listeners at least, I think what maybe is lost is that despite the US's very aggressive stance against crypto, the totally opposite attitude is being adopted by governments on the other side of the world. Jin talked a little bit about Japan.  I would just highlight Hong Kong as a proxy to China, mainland China. It's very clear that China is opening up to crypto through Hong Kong. This is a total about-face from less than two years ago when China banned crypto trading and mining in 2021, and all of a sudden it's reopening to retail in Hong Kong in June, like coming up. I think China's reopening up to crypto is in response to a few factors, which gives me confidence that this isn't short-term or short-lived kind of thing. First, China is really increasing the priority of economic growth over social control in their economy. I mean, a totally different issue than Japan, which has been dealing with 0% growth for 20 years. But China going from six to five is really scary, or five to

  • AC Ventures & Investing into Indonesia with Helen Wong

    07/05/2023 Duration: 45min

    "I would say first of all Indonesia is probably one of the remaining opportunities in a huge market, that's more or less homogeneous with a population of 270 million. You have to look at the G D P per capita is around 4,000 and then the GDP (gross domestic product) growth itself: it's about 5%. So I think you are hard-pressed to find any other country that matches these three very promising criteria. I would say that secondly, on the technology side, a high level of digitization has taken place and internet penetration has grown very quickly, especially during covid. So we are about 70% internet penetration and the whole digital infrastructure is ready for companies to take advantage of them, by that I mean things like payments and logistics. Then I would say that there are other factors that make this market attractive more for the venture capital ecosystem. One is talent. I think you'll find the most number of entrepreneurs in Indonesia in the Southeast Asia region. Number two is you can find follow on capi

  • The Evolution of Tech Giants in China with Rui Ma

    30/04/2023 Duration: 51min

    "But if you look at Generative AI, that is fundamentally a different way that technology came about and it required a lot of investment without knowing what was going to transpire. So I've talked to a couple of people who are affiliated with various top AI labs in China, and I asked them the same question 'Well, why didn't you guys not create this?' And the universal answer was... honestly OpenAI themselves probably had no idea what was going to happen." - Rui Ma   Fresh out of the studio, Rui Ma, China tech analyst and creator of Tech Buzz China, joined us to discuss how the China tech giants are evolving after the regulatory crackdown in the past three years. We start the conversation by examining why China missed the boat on ChatGPT with the tech giants now chasing after the same technology with their own variations. Next, we start to examine the key questions that everyone from the rest of the world wants to know about China tech from the possibility of a Tik Tok ban in the US to Tencent might follow suit

  • The Web3 Gaming Renaissance in the Asia Pacific with Serkan Toto

    13/04/2023 Duration: 38min

    "Yes a lot of the blockchain companies don't know how to make games, and a lot of the game companies don't know how to incorporate blockchain into their games properly; there's really some truth to that. And there are some companies that put together both things like Animoca Brands for example, which started also as a gaming company and then morphed into a crypto gaming company. So they're trying to put these areas of ex expertise in together." - Serkan Toto   Fresh out of the studio, Serkan Toto, CEO & founder of Kantan Games joined us in a discussion to discuss web3 gaming after the three eras of gaming in the Asia Pacific: console, desktop and mobile. Serkan explained what makes web3 games different from the past and explained why the next breakout of web3 games would likely be from Asia. He also explored the debate that divided the traditional hardcore gaming and web3 gaming community and elaborated on the strengths and weaknesses of web3 gaming in the Asia Pacific. Last but not least, he offered his

  • Building a Tech-Savvy Workforce and Amazon Web Services Training & Certification in Asia Pacific with Emmanuel Pillai

    09/04/2023 Duration: 37min

    "So at the Asia Pacific level, this study looked at several countries. But you know, we looked at a country level because that's the information that our customers and partners are interested in - whether they're in the government sector or in the private sector. So the countries include Australia, New Zealand, Japan, South Korea, and India. In the ASEAN space, the four countries I mentioned before - are Singapore, Malaysia, Thailand and Indonesia. So in this case, the first takeaway was that, again, digital fluency yields massive economic benefits. For example, those with advanced digital skills raised the Asia Pacific GDP by an estimated 934 billion. So it's pretty close to a trillion." - Emmanuel Pillai from Amazon Web Services   Fresh out of the studio, Emmanuel Pillai, Head of Training and Certification from Amazon Web Services, ASEAN, joined us to share how companies can build a tech-savvy workforce from building their startups to digital transformation with enterprises. Emmanuel began with an overview

  • TKX Capital and Investing into Crypto in Asia with Chris Lee

    28/03/2023 Duration: 47min

    "The first thing is that the crypto market is still quite small compared to the equity [market]. [The size of the crypto market to equity market is about] one to 120, less than 0.8%, not even 1%. So, some smaller projects are very manipulated. [It is a] tough market, and second thing is that a lot of people say the variation for crypto is Twitter driven. So when Elon Musk or CZ send out a Tweet, it can pump up the project by about 5% to 10%. Because each [crypto] project is like religion, people believe in you." - Chris Lee   Fresh out of the studio, Chris Lee, co-founder & partner of TKX Capital joined us in a conversation about TKX Capital and his perspectives on how to invest in crypto projects and protocols globally in an uncertain era. Chris began the conversation with his background as the former CFO for both cryptocurrency exchanges: OK Coin and Huobi, and what he learned from meeting Warren Buffett in person. Next, he deep-dived into the mission, vision and investment thesis of TKX Capital and sha

  • USDC Depegging and what it means for Web3 and Crypto with Cosmo Jiang

    16/03/2023 Duration: 31min

    Fresh out of the studio and on the 2nd emergency podcast within the week, Cosmo Jiang from Nova River and host of the Global Coin Research Liquid podcast explained the implications of USDC depegging due to the bank run triggered by Silicon Valley Bank over the past weekend of 11 March. We dived deep into the implications of how it nearly destroyed the global web3 and crypto economy and what it means for the startups moving forward in an uncertain regulatory environment in the US. Last but not least, Cosmo shared his after-thoughts on the recent DCG settlement with Gemini and the other creditors on Genesis' bankruptcy.   Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

  • Silicon Valley Bank's collapse & its impact on the Asia startup ecosystem with Shai Oster

    14/03/2023 Duration: 27min

    Fresh out of the studio and this is an emergency podcast, Shai Oster from The Information discusses the fallout coming from the collapse of Silicon Valley Bank over the past weekend, and what it means for the venture capitalists and startups in Asia Pacific. We dived into what happened to Silicon Valley Bank, the aftermath of the intervention of the regulators on 12 March 2023 and what would have happened to the startup ecosystem across China, India and Southeast Asia if the US regulators did not intervene.   Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

  • Kleros 2.0 & Decentralized Arbitration in Web3 with Federico Ast

    09/03/2023 Duration: 01h27min

    "What if you could just outsource your disputes to Kleros? Whenever users have a dispute on your platform, Kleros will select a jury to analyze the dispute. They're going to see the evidence, see the agreement between parties, and they're going to make a decision about who is right, and then Kleros informs you of the decision on your platform. And then this is enforced by the smart contract and the money. Let's say Alice wins. So she's reimbursed the money that she would pay Bob for this. So this is one example in the freelancer (space). But imagine all of these platforms that just connect to Kleros through some pipes and send disputes - and Kleros sends back decisions. So this is the vision of what Kleros is going to build. This is why we call it "Decentralized Court" for all of the Web3 ecosystems." - Federico Ast   Fresh out of the studio, Federico Ast, founder of Kleros returned to the podcast to share the story of Kleros over the past few years and where it is heading as a decentralized arbitration servi

  • Digital Report 2023 on Myth of Social Media Dying, Streaming Wars & Generative AI with Simon Kemp

    01/03/2023 Duration: 01h12min

    "The media have been feeding us this fake news story about the death of social media. There is absolutely nothing in the data - regardless of what data points I look at, there's nothing in the data that supports the idea that social media is dying. It's the complete opposite. Social media users are growing. The time that we spend using social media is increasing. There is no evidence of the death of social media. So that was a big surprise in there. When you start looking at things like streaming, there are obviously some really interesting conversations there about the overall time we spend streaming TV content versus how that splits across different companies. So Netflix versus Disney plus versus whatever else. Search behaviours. I'm sure we're gonna unpack that later on, but that is another one that is evolving quite rapidly. And how people find what they're looking for on the internet is evolving rapidly. That's got implications for everybody. It's not just a business conversation. That's anybody that is

  • China & Taiwan Tech Giants in a Fragile Global Supply Chain with Tim Culpan

    24/02/2023 Duration: 46min

    "You're right. Now the US is trying very hard to get TSMC to move to the US and they're throwing money out - TSMC is going to Arizona. The CHIPS Act has been passed. That'll throw a lot of money around, but that won't be enough. In the currently announced plans - just purely what's been announced so far - I ran the numbers and estimated that TSMC's global capacity, only less than 5% would be in the US based on the currently announced plans. Now, I expect those plans to expand and broaden. They seem to have enough land and the possibility of up to four factories instead of two. They could even go to six, who knows? But even if they were to expand to the maximum of what might be possible in Arizona, I think still we'd get maybe 7% of global capacity in the US may be up to 10%. And it won't be the leading edge. The leading edge will still be in Taiwan. And that's not just for protection reasons. I think a lot of people think that all the Taiwanese don't wanna have the best in America because they're trying to ho

  • Expanding Solana to the International Community & Web3 Investing with Akshay BD

    19/02/2023 Duration: 52min

    "So one way to think about crypto is a group of people come together and they have a vision of the future, and they're betting on that fork of the future through collective capital. So some folks think it's going to be L2’s that are going to scale. Some people think it's Solana. Whatever it is, you get to bet on the version of the future that you want with your rest of your community. That's chaotic, it's a zoo of people collectively trying to decide what the future's going to look like. But the good news is at least if the past cycles are anything to go by, almost all reasonable forks of the future get funded, and then it actually goes extreme where. Where crypto dick butts are also getting funded and pictures of like the 18th dog token is getting funded. And so, if anything, those who have been in crypto long enough seem to have benefited; because I have certainly have not – I’m much newer to this industry. But they seemed to have benefited from holding tight on what they believe about the world to be true

  • HERE Technologies and Digital Map-Making in the Asia Pacific with Jason Jameson

    12/02/2023 Duration: 37min

    "Mapping the world is really an infinite exercise. We're on this journey to create this digital representation of the physical world - buildings, places, things, everything. This is going to be very critical. And that extra precision, that greater resolution as we support businesses to comply with all sorts of things - be it even new regulations ... And then of course, the other key trend is the ongoing rise of AI and automation. And as you have better insights and location, that will support better optimization of supply chains and those smart cities and all sort of stuff that will lean on location technology." - Jason Jameson   Fresh out of the studio, Jason Jameson, general manager, and senior vice president for Asia Pacific in HERE Technologies discussed the company's focus to broaden the location intelligence across the Asia Pacific and talked about the key trends in the digital map-making space. We start off with Jason's background from IBM to HERE Technologies and then dive deep into the current develo

  • Qualtrics & Experience Management in the Asia Pacific with Brigid Archibald

    02/02/2023 Duration: 30min

    "I think there are three main things. The first is the continuation of the strategic investments that we are making across the regions in the markets that we serve. The second one is an acceleration of our ecosystem, because our partners play such an important part in the success of our customers and also themselves and us as well, and the third one is really innovation. The constant innovation on our platform is critical and there is no sign of that slowing down as we look forward to 2023 and beyond." - Brigid Archibald   Fresh out of the studio, Brigid Archibald, managing director in Asia Pacific and Japan, Qualtrics, joined us in a discussion on the business footprint of the experience management company and the key trends in the region. We started with Brigid's background and her experience in B2B sales and then proceed into how Qualtrics is working with companies to improve their customer experience. Last but not least, she discuss the key trends in the experience management space & advised what the

  • True Global Ventures & Web3 Investment Outlook in 2023 with Kelly Choo

    24/01/2023 Duration: 51min

    ”I think great looks like a combination of a few things. We always talk about how a startup hits product market fit and then essentially gets a flywheel going in terms of value and everything. So I think 'great' at True Global Ventures from my point of view is us finding that company, that team of serial entrepreneurs and an idea that can essentially change the industry, convincing them that we as a fund can help them to grow exponentially, globally. And us actually helping them to not only close a round with us, but also to grow, and also to close the next round of funding and all subsequent rounds of funding till the ultimate exit. And having that kind of chemistry that maybe after many years later when they come back and look at us they say, 'Hey, thanks for the ride.' We really treasure what you do. And in my new startup, say for example (Because these are serial entrepreneurs that cannot usually sit still, right?) I would love for you True Global Ventures to be our investor again." - Kelly Choo   Fresh o

page 2 from 23