Analyse Asia With Bernard Leong

"And right now the internet is the metaverse to an extent. The only difference here is that it's not truly decentralized and you didn't have ownership on the internet before now you have ownership through the blockchain. So that means that the internet is now becoming more metaverse like, because people can own their own assets. They can interact with the blockchain through their web explorer for the front ends to where the metaverse are right now." - Aleksander Larsen   Fresh out of the studio, Aleksander Larsen, co-founder and chief operating officer of Sky Mavis, the studio behind the first successful blockchain game, Axie Infinity, joined us to discuss the origin story of the company and how it jumpstarted the NFT and play to earn games to life. Aleksander shared the early days of Axie Infinity and explained why they ended up building the Ronin side chain to launching the decentralized exchange, Katana. Last but not least, Aleksander offered his thoughts on how Axie Infinity will contribute to the metaver

"I will say that in the end, the Evergrande situation will be similar, particularly to like HNA group. So I think right now they have not filed for an event bankruptcy cases. Yet their hope is still can can muddle through. But in the end, the likely end of Evergrande is going to turn out to be much more similar than people realize." - Ren Liqian Podcast Information:The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Geoffrey Thomas Craig. Fresh out of the studio, Ren Liqian from Wisdom Asset Management, joined us to discuss the fallout from the likely default of Evergrande, a Chinese real estate conglomerate and what it means for the Chinese economy and the rest of the world. Liqian started the conversation with her background and her analysis of the Chinese market specifically in the real estate and technology sector. She debu

Fresh out of the studio, Parag Khanna, founder and managing partner of Futuremap and celebrated author of various books, joined us to discuss his new book "Move" and explain why mobility is destiny. Parag started from the future in 2050 and worked backwards to explore the various scenarios in how mobility of talent will be in the midst of geopolitical tensions and climate change. Last but not least, Parag translated what it means for Asia Pacific moving forward based on its current trajectory and global technology shifts.   "So I look at every single one of those categories of mobility, of migration and everything to electric VTOL aircraft and the impact that will have on the future of urban design. That is part of the individual experience of mobility in the future as is of course climate migration, fleeing countries, where there is simply not a drop of water left. All of those are drivers of our future mobility, depending on who you are and where you are." - Parag Khanna   Podcast Information:The show is ho

Fresh out of the studio, Lillian Li, founder of the Chinese Characteristics newsletter joined us in a conversation to explain why cloud computing and software as a service (SAAS) are different in China as compared to the rest of the world. Lillian began her origin story in why she started the newsletter and approach the Chinese market. Then we dived deep into the weeds of the Chinese enterprise market and explore why the Chinese tech companies found it difficult to build enterprise software and drive adoption in global expansion specifically in the Asian markets. Last but not least, Lillian explores how the Chinese cloud computing sector and SAAS model will evolve in the future to adapt to the changing world out there.   "In China, when you talk to someone about SASS. They typically link it with a type of software architecture rather than the payment recurrent payment theme. So that's one thing. And cloud computing is more understood as cloud adoption rather than using a last platform." - Lillian Li Podcast

"So I think from a market perspective, Southeast Asia is still in its early stages. We probably do not have that much of that to have so many stable coins. End of the day circulation and liquidity is everything. So the one that is pretty much have the most adoption and since the circulating and support will be the one that most, probably 90% of everything will happen at." - Liu Tianwei Fresh out of the studio, Liu Tianwei, CEO and co-founder of Xfers, sit down for a discussion on the origin story of Xfers and shares the backstory in how the company has managed to launch their StraitsX exchange with the first stable coin XSGD in Southeast Asia. Tianwei dived deep into the weeds in how the team put together the white paper from concept to launch with key applications in DeFi and worked with the regulators and partners to launch the stable coin into action. Last but not least, he shared his perspectives on the ongoing convergence between cryptocurrency and fintech. Podcast Information: The show is hosted and pro

"The way we've designed our strategy in the way of the businesses that we need to create sustainable value, and we need to do something good for the communities and the markets that we operate in. That is the best way to create shareholder value." - Bjarke Mikkelsen Fresh out of the studio, Bjarke Mikkelsen, CEO and founder of Daraz, joined us to discuss the origins of the e-commerce marketplace and the key trends on technology and business across South Asia in the midst of the COVID-19 pandemic. Bjarke shed light on the backstory on how Daraz was eventually acquired and fully owned by Alibaba Group. Last but not least, he shared his perspectives on the business trends in South Asia and explained how the businesses in region is poised to grow along with Daraz. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edite

Fresh out of the studio, Yat Siu, co-founder of Animoca Brands joined us in a conversation about the story of the company and offered his perspectives on true digital ownership, blockchain gaming, NFTs and the open metaverse. Yat Siu started the conversation with his backstory and how he eventually spun off the company Animoca Brands from the parent company to focus on blockchain gaming. Last but not least, he share his thoughts on the open metaverse and what it means for true digital ownership and play to earn in the crypto gaming space. "The open Metaverse, from our perspective, is the real Metaverse, because you can then have ownership. Once you have ownership, you care to keep it because it's precious and meaningful to you, but if you don't own anything, then you actually don't care to protect it because you're just simply a guest. And I think this is part of why we are so excited about non fungible tokens as digital property rights." - Yat Siu Podcast Information: The show is hosted and produced by Ber

Fresh out of the studio, Terence Lee and Jon Russell, two editors from well-known technology news outlets, joined us in a roundtable to discuss the evolution of media coverage in Asia in the past decade and offered their perspectives on what the future of media coverage would look like in the next decade. We discuss how different newsrooms deal with scoops and tip offs from sources, handle the right to reply with companies who are affected by the breaking news and the challenge of covering companies in Asia. "Usually the rule of thumb is that: we are very careful with anonymous sources. The bar that we set is that if the source has direct knowledge of what's happening, that is usually credible. If  you see a message from the CEO, if it's something like hearsay, or this person give us something from that person, we have a lot more to be careful and broadly speaking, that's how it works." - Terence Lee "So there's a very fine balance between doing things properly and mostly trying to make sure that you've got t

Fresh out of the studio, Venkatesh Saha, CEO Wise (or Transferwise) Asia joined us to discuss the geographical footprint and key business activities in Asia Pacific. We started with Venkatesh sharing his background story on how he came to join Wise. From then on, he dived deeper into the key business of Wise within the region and shared his perspectives on the current fintech trends in Asia.   So it's not just existing users who went deeper and got more comfortable and tried more products, but it's brought many new people who would have been forced to think about digital ways of living their lives. So I think that's the first thing that acceleration. The second thing, which has been a happy coincidence, is that a few years ago, government started taking fintech more seriously. - Venkatesh Saha Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and R

Fresh out of the studio, Scott Beaumont, President Asia Pacific from Google joined us for an interesting conversation on why, what and how it takes to connect the next 2.5 billion people online in Asia. He discuss how COVID-19 has accelerated the digital adoption in Asia Pacific and broke down the key opportunities on how entrepreneurs can innovate and build their start-ups on the dynamics in the region. Last but not least, Scott offers his perspectives on the emerging technology trends and where they are heading from AI to quantum computing. If we're going to create equitable progress throughout Asia, then we need to make sure that everybody's got access to that technology. The demographics in Asia are astonishing.  Since COVID began, so 2019, in the last two years, we've seen about 217 million people come online for the first time, so a whole new Indonesia which is really quite remarkable.  What we want to do is make sure that they've got access to that technology, that they know how to use it, and that the

Fresh out of the studio, Michael Lints from Golden Gate Ventures discuss the Southeast Asia exit landscape for startups and what it means for investors all over the world. We discuss Michael's career and investment thesis as to what strengths and red flags he search in founders and start-ups. We dived deep into the exit landscape and explain how SPACs, direct listings and M&As will impact the startup ecosystem across Southeast Asia. At every single investor meeting, literally every single LP meeting. I got the same question. What is the exit landscape look like in Southeast Asia? The issue was that most exits were relatively small to other markets. The largest exits were at like around $200 million dollars. If you compare that to India or China, that's just a very small number. Every single LP was concerned that it's an emerging market. There's lots of happening under early stage, but at some point when we need liquidity as LPs and then where would that come from? - Michael Lints Podcast Information: The

In episode 347, John Artman, technology editor from South China Morning Post (SCMP) discuss the dawn of a new era for China technology from the annual SCMP China Internet Report 2021. We dived deep into three key topics: the tightening regulation and new legislation introduced by the Chinese government on anti-trust, data protection and usage and how it differs from GDPR by the European Union; the aggressive geographic expansion of Chinese tech into Southeast Asia and the exploitation of private domain traffic on e-commerce in China. "Historically, the Chinese government make these really big moves, and they make an example of one or two companies and then they move on. Then maybe in a couple of years, they'll come back and they'll make examples again. When we're looking at some of these unfair practices, on the one hand, we do have some very visible and very public moves against the technology industry. But I think that, over time, it'll be interesting to see, how compliant some of these platforms are." - Jo

In episode 346, Benedict Evans shares his perspectives on the history and trends of technology. Benedict explores the different narratives spanning across the mobile wars between Apple & Google, generational shifts in digital transformation of enterprises, the challenges of app stores and digital advertising & privacy. Last but not least, he asks the key questions on what's next for technology.   There's some industries where 10 years time is the next product cycle. There's some industries where, you know what your rent's going to be in 10 years time. There's other technology: 10 years is right on the edge of science fiction.  You really don't know what you know, anything beyond 10 years, you really don't know what's going to happen, except there'll be more stuff. - Benedict Evans Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Ric

In episode 345, Shai Oster, Asia Bureau Chief from the Information joined our returning host, Bernard Leong to answer the most important question in Asia, "What just happened to the Chinese tech giants?" We dived deep on why they are facing a regulatory crackdown and its downstream impact not just to Chinese tech CEOs stepping down from their jobs but also to the successful US companies from Apple to Tesla that are based in China. "What Alibaba and Tencent have done is created national banking infrastructure. In China, national infrastructure is a national security. It's like highways, it's like power. And if huge amounts of your economy are being transacted behind closed doors effectively, through a private enterprise, that's not okay for the Chinese government." - Shai Oster, The Information The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin). Sound credits for the intro music: "Run it" by DJ Snake, Rick Ross and Rich Brian

Fresh out of the studio, Josh Ye, tech reporter from South China Morning Post (SCMP) joined us to discuss the evolution of Tencent, the tech giant in China specifically with respect to the recent gaming crackdown by the Chinese government. Josh discussed the impact of the regulations to the entire gaming industry and how Tencent will focus their efforts towards overseas expansion. Last but not least, he presented the future of the gaming industry in China.

Fresh out of the studio, Pradeep Parameswaran, President - Mobility from Uber APAC joined us in a conversation on Uber's continued focus on mobility in Asia Pacific and the future of mobility. We begin the conversation with Pradeep sharing his background and the key lessons learnt from his career journey. Following that, he dived deep into Uber's footprint in Asia Pacific excluding Southeast Asia and China and focus on the challenges and opportunities in expanding Uber's mission into new and uncharted areas. Last but not least, he also offered his thoughts on the future of mobility specifically on autonomous and electric vehicles and the likely impact to transportation in the near future for Asia Pacific.  

Fresh out of the studio, Jon Russell & Nadine Fresischlad from The Ken joined us to discuss the 40 billion Grab SPAC (and largest in the world till date) and its impact to the entire Southeast startup ecosystem. Kicking off the conversation, Jon and Nadine analysed why Grab decided to take the SPAC route, summarize the key takeaways from the current businesses to where future growth engines will come from. They discuss what it means for Uber, the investors, the employees, the startup and venture capital ecosystems across Southeast Asia. Last but not least, they examine what it means for their rivals competing in the Indonesia market: Goto and Sea Group. Podcast Information: RSS Feed Apple Podcasts Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound

Fresh out of the studio, in episode 341, Zhou Xin, political economy editor from South China Morning Post, joined us in a conversation to discuss the Two Sessions in China for the year 2021, and what it means for the rest of the world. Zhou Xin dived deep into the key agenda for the Two Sessions for 2021 and how the Chinese government will focus on in the next 5 years from technology development to boosting the small and medium businesses segment in China. We discuss the implications on how the Chinese economy impacts the rest of the world for the year ahead. Special offer for our readers: SCMP has kindly offered a one-month free discount for 1-year subscription plan to all listeners of Analyse Asia podcast. Go to https://sc.mp/Analyse-Asia and enter the promo code: ANALYSEASIA, T&Cs details available at sc.mp/promo-code. Podcast Information: RSS Feed Apple Podcasts Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPub

Fresh out of the studio, in episode 340, Rama Mamuaya from DailySocial in Indonesia joined us to discuss a potential merger between Gojek, Indonesia's largest ride-hailing app and Tokopedia, the largest ecommerce site in Indonesia, and what it would mean for the most important market in Southeast Asia as well as their key rivals: Grab and SEA Group with Shopee. Rama introduced the backstory of Tokopedia, and discuss the dynamics on how Tokopedia and Gojek would merge under a SPAC backed by Peter Thiel and Richard Li. He provided the key reasons to why Grab and Gojek will not merge and offered his perspectives on how this will mean for the future of Indonesia startup scene.

Fresh out of the studio, in episode 339, John Artman, the technology editor of South China Morning Post (SCMP) joins us on a conversation with China AI Deep Dive: Computer Vision Report 2020 published by SCMP research. We began the conversation with John’s reflections on the year of 2020 during the pandemic and then dived deep into the report, where John provide a comprehensive overview of the computer vision market in China with the four dragons: SenseTime, Megvii, CloudWalk and Yitu and what the tech giants in China are focusing on in the same sector. John also discuss the implications of the US-China tensions as to how it impact the CV market and offered his thoughts on where the key players will focus on, given the impending regulatory measures introduced by the Chinese government on data privacy and anti-trust. Podcast Information: RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPub