Explore every episode of the podcast Analyse Asia with Bernard Leong
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Why Data Streaming Is the Secret Weapon for AI Success with Kamal Brar | 08 Oct 2025 | 00:44:43 | |
"In the context of where Confluent can play a critical part, it's also the interoperable integration with all the respective AI ecosystems. If you think about what AI is doing, it's working across microservices, working across data lakehouses, databases - could be a different endpoint service. Bringing all that together in a secure and consistent manner, constantly serving that information, is where I think it plays the most pivotal role." - Kamal Brar Fresh out of the studio, Kamal Brar, Senior Vice President of Worldwide ISV and Asia Pacific/Middle East at Confluent, joins us to explore how data streaming platforms are becoming the critical foundation for enterprise AI across the regions. He shares his career journey from Oracle to Confluent, reflecting on his passion for open source technologies and how the LAMP stack era shaped his understanding of real-time data challenges. Kamal explains Confluent's evolution from the category creator of Kafka to a comprehensive data streaming platform combining Kafka, Flink, and Iceberg, emphasizing how real-time data infrastructure enables businesses to harness both public AI models and proprietary enterprise data while maintaining governance and security. He highlights compelling customer stories from India's National Payments Corporation processing billions of UPI transactions daily to healthcare AI applications serving patient needs, showcasing how data streaming solves fragmentation challenges that plague 89% of enterprises attempting AI adoption. Addressing implementation hurdles, he stresses that data infrastructure is the most critical piece for AI success, advocating for standards-based interoperability through Kafka's protocol and Confluent's extensive connector ecosystem to unlock siloed legacy systems. Closing the conversation, Kamal shares his vision for Asia Pacific becoming Confluent's largest growth region, powered by massive-scale innovations in payments, mobile transformation, and AI on the edge for autonomous vehicles and next-generation interfaces. Episode Highlights: Profile: Kamal Brar, Senior Vice President WW ISV [Independent Software Vendor] & Asia Pacific/Middle East, Confluent https://www.confluent.io https://www.linkedin.com/in/kamalbrar Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Why Startups in China Are Going Global with Jing Yang | 02 Oct 2025 | 00:57:25 | |
“I think this is a sort of coming-of-age moment. When I say coming of age, I mean collectively for Chinese entrepreneurs. Many of these founders are my age, or even younger, and I’ve spoken with some of them. I can really relate to why they want to build businesses that target the global market instead of just China. In the past, you could build a company in China first and then think about expanding outward. That’s no longer possible. For any consumer-facing software company today, from day one you must decide: Do I build for China, or do I build for Global minus China? The examples of TikTok, Shein, and many others show that you cannot do both. It’s not possible to serve both markets at once.” - Jing Yang Fresh out of the studio, Jing Yang, the Asia Bureau Chief from The Information, shares her insights on ByteDance's pivotal moment, China's venture capital challenges, and the emerging U.S.-China competition in AI and robotics. Starting with ByteDance's latest financials, she revealed how the company now exceeds Meta in revenue but still lags significantly in profit margins, with its domestic business—Douyin and Toutiao—continuing to drive the lion's share of profits while TikTok remains unprofitable. Jing Yang explains how founder Zhang Yiming has entered "founder mode," dramatically increasing CapEx spending on AI development while ByteDance mysteriously went quiet on the AI leaderboard despite earlier dominance. Moving to venture capital, she unpacks why HongShan Capital has only deployed a quarter of its $9 billion fund raised in 2022, citing the collapse of exit opportunities, new overseas listing regulations from Chinese regulators, and the disappearance of big-ticket growth deals. She then explores the new wave of Chinese AI startups targeting global markets from day one, explaining how censorship and geopolitics force founders to choose between building for China or building for the world—they cannot do both. Finally, Jing Yang breaks down China's non-obvious advantage in humanoid robotics: not manufacturing prowess, but access to advanced manufacturing test beds where robots can be deployed, iterated, and refined at scale—an advantage The U.S. simply cannot match beyond Tesla. Episode Highlights: Profile: Jing Yang, Asia Bureau Chief from The Information LinkedIn: https://www.linkedin.com/in/jing-yang-33548123/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Agent Bricks and How Data-AI Integration Changes Everything with Craig Wiley | 26 Sep 2025 | 00:27:53 | |
"85% of AI use cases are being evaluated by the engineer who built it saying, 'yep, seemed to work pretty well.' If you're gonna build a system that's going to be critical to the business, that's going to be important that it gets it right, then you can't do that without evaluations." - Craig Wiley Fresh out of the studio, Craig Wiley, Senior Director of Product Management at Databricks who leads Mosaic AI, joins us to discuss the forefront of enterprise AI from model development to deployment at scale. Beginning with his career journey in ML operations, Craig explained how he recognized the critical connection between data and AI layers that could deliver order-of-magnitude acceleration in development cycles. Emphasizing the transition from classical ML operations to LLM operations, he showcased how Databricks' unified platform eliminates training-serving skew through data lineage capabilities and supports both fine-tuning and RAG approaches depending on industrial use case requirements. Highlighting compelling customer success stories including Suncorp's employee productivity platform and AstraZeneca's transformation of 400,000 clinical trial documents into queryable insights, Craig revealed a striking reality about enterprise AI evaluation - that 85% of AI use cases are being evaluated only by the engineers who built them, reinforcing that proper evaluation frameworks remain foundational for trustworthy AI implementation. He concluded by introducing Agent Bricks as Databricks' evaluation-centric approach to building production agents, emphasizing that model flexibility and rigorous testing are essential for enterprises moving from experimentation to production, while sharing his vision that the industry must evolve from the "year of agents" to the "year of evaluation and quality." Episode Highlights: Profile: Craig Wiley, Senior Director of Product Management at Databricks and Mosaic AI LinkedIn: https://www.linkedin.com/in/craigwiley/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The Truth About Enterprise AI & Why Data Matters with Nick Eayrs and Simon Fassot | 25 Sep 2025 | 00:55:02 | |
"I think the biggest trap to potentially fall into is, "Hey, it's moving so fast, so much is changing. Let's just wait it out." Completely the wrong approach. You just gotta get started." Nick Eayrs from Databricks "As tech people within the shipping industry, how do we explain, how do we make it accessible to all our users? So that's where we came up with the idea of a data supermarket, with in mind really the target of enabling self-service for our business. So by giving the analogy of a supermarket, it was much easier at the beginning to explain our business." - Simon Fassot from Hafnia Fresh out of the studio, Nick Eayrs, Vice President of Field Engineering for Asia Pacific and Japan at Databricks, and Simon Fassot, General Manager and Head of Global Data and Analytics at Hafnia, join us to explore how data intelligence is transforming enterprise AI across diverse industries in Asia. Nick explained the fundamental distinction between general intelligence and data intelligence - emphasizing how enterprises gain competitive advantage by training AI on their proprietary data rather than public knowledge. Nick showcased customer success stories including Standard Chartered Bank and TechComBank and shared his perspectives on how senior executives can take advantage of AI by moving fast rather than wait and see. Last but not least, Nick offered what great would look like for Databricks in Asia Pacific and Japan in serving their customers. Adding the lens of the customer, Simon shared Hafnia's transformation from legacy SQL Server systems to a unified Databricks architecture serving their global shipping operations and elaborated on how the company is breaking down silos with their data supermarket and "Marvis" AI copilot for maritime operations based on retrieval augmented generation. This is Part 1 from Databricks Data + AI Event Singapore. Episode Highlights: Profiles: Nick Eayrs, Vice President of Field Engineering, Asia Pacific & Japan at Databricks LinkedIn: https://www.linkedin.com/in/nick-eayrs/ Simon Fassot, General Manager and Head of Global Data and Analytics at Hafnia LinkedIn: https://www.linkedin.com/in/simon-fassot-68b95135/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Why True Global Ventures secure the CMS Licence in Singapore & the future of AI & Crypto with Beatrice Lion | 10 Sep 2025 | 01:00:37 | |
"We took a longer time, there was a bit of roundabout, but the fact that we actually made like two or three times on whatever investment amount we did in the beginning - that for me was a very pivotal moment. Just because we didn't give up. The line between success and failure is so thin. So the impact of being a VC space is that you really can influence the technology founders that you back." - Beatrice Lion Fresh out of the studio, Beatrice Lion, the chief executive officer and global partner from True Global Ventures, shares the remarkable story of how she became one of the youngest fund managers and the backstory to secure Singapore's Capital Markets Service license from MAS equivalent to Sequoia & Andreessen Horowitz's RIA licence in the US. Beatrice begins with her unconventional career journey from university straight into venture capital in 2017 and details TGV's investment thesis of backing only tested serial entrepreneurs across AI and blockchain applications. Beatrice offers her perspectives on the convergence of AI and crypto, the evolution of stablecoins as crypto's killer app, corporate treasury strategies such as Michael Saylor's Strategy with Bitcoin and Ethereum Digital Asset Treasuries (DATs), and why TGV maintains their performance-focused philosophy of keeping fund sizes at $100-200 million rather than chasing larger management fees. Last but not least, Beatrice shares what great would look like for TGV in the future. Episode Highlights: Profile: Beatrice Lion, Chief Executive Officer and General Partner, True Global Ventures: https://www.tgv4plus.com/ LinkedIn: https://www.linkedin.com/in/beatricelion/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Southeast Asia 16 Years Later with Michael Smith Jr & Daniel Cerventus Lim | 04 Sep 2025 | 01:02:19 | |
Reuniting after more than a decade since their days in This Week in Asia Podcast from 2009, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, join us for a candid assessment of Southeast Asia's tech ecosystem evolution. In this raw conversation, Michael offers his unflinching perspective on what he calls the 'broken windows era' of Southeast Asian tech, arguing that recent alleged fraud cases like E-Fishery and Tanihub require serious consequences to restore investor confidence, while questioning whether the region was ever correctly modelled for Silicon Valley-style outcomes. Daniel shares his pivot from startup founder to search fund advocate, explaining his bullish view on acquiring profitable traditional businesses and reflects on whether the region's potential was genuinely unrealized or simply impossible to achieve. Together, they explore the shift from venture-backed unicorn dreams to bootstrap realities, debate work ethic of Southeast Asia founders in comparison with Chinese and Indian founders, and discuss why the future of Southeast Asian tech may lie in smaller, profitable exits rather than the massive IPOs once envisioned. "I think wealth creation here is very SME-focused." - Daniel Cerventus Lim "Basically whether, it's SME or startup, to me now it's just: can you build a profitable business?" - Bernard Leong "I have this philosophy that I think people don't agree with me, but we're in a broken Windows era of Southeast Asia and the only way in my opinion, the windows get fixed is if some of these people are behind bars." - Michael Smith Jr.Episode Highlights: Profile: Michael Smith Jr., Tech Evangelist from Oracle & Co-Host, LinkedIn: https://www.linkedin.com/in/smittysgp/ YouTube: https://www.youtube.com/@TheGeneralistsPodcast
Daniel Cerventus Lim, semi-retired entrepreneur, Community Builder in Malaysia and TEDxKL founder. LinkedIn: https://www.linkedin.com/in/cerventus/ Facebook: https://www.facebook.com/groups/80164351656
Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Asian Economies & Why Geography and History Matter More Than Economics Models with Jamus Lim | 25 Aug 2025 | 01:00:19 | |
"The way that institutions emerge and entrench themselves and become a part of the functioning of an economy and society is because they solve some problems. So they're usually a non-market solution toward solving some problem that the economy, that the market system couldn't necessarily solve. Of course the most prominent example of an institution that solves an. Market problem in the non-market way is a firm, as Ronald Coase, of course very early on, taught us that. When a firm realizes that in some cases when transactions costs are high, you want to internalize things within the firm. That the firm is itself an institution. But these other social political institutions, they also exist to resolve some problem. And once they resolve that problem and they're resolving it adequately, then it becomes really hard to bring about change. So the institution solves a problem. So to be clear, it is better than in the absence of the institution, but it also means that without somehow breaking this institution or having some crisis that leads you to substantially reform the institution, you are going to be stuck at a suboptimal equilibrium." - Jamus Lim, author of "Asian Economies: History, Institutions and Structures" Fresh out of the studio, Associate Professor Jamus Lim from ESSEC Business School and author of "Asian Economies: History, Institutions and Structures" joined us in a comprehensive exploration of the economic foundations shaping Asia's remarkable rise. Jamus shared his story on how the Asian Financial Crisis sparked his passion for macroeconomics and development. He unpacked the critical yet often overlooked role of geography, history, and institutional frameworks in explaining Asia's immense economic diversity, arguing that abstract economic models fail to capture the real-world complexities driving regional development. Through deep dives into China's demographic transition and export-driven challenges, South Korea's state-led chaebol industrialization model, and Japan's historic shift from deflation to inflation, Jamus demonstrated how colonial legacies and historical persistence continue to shape modern economic structures across the continent. Throughout the conversation, he revealed why China's middle-income trap escape depends on building domestic consumption to absorb its massive manufacturing capacity, explained how institutional solutions that once solved problems can become growth constraints, and argued that understanding Asia's past is essential for navigating its economic future in an increasingly complex global landscape. Episode Highlights: Profile: Jamus Lim, Author of Asian Economies, LinkedIn: https://www.linkedin.com/in/jamuslim/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Transforming Asia's Financial Infrastructure: Stripe's AI and Stablecoin Strategy with Paul Harapin | 19 Aug 2025 | 00:42:02 | |
"APAC represents 40% of global GDP. So you can see that there's huge opportunity in a very, very diverse region. The needs of Japan are different to the needs of China. India is exploding with SaaS, software, AI. Australia one of our larger markets, again, very different. And so Southeast Asia, the complexities of Asia make it a joy to work in." - Paul Harapin Fresh out of the studio, Paul Harapin, Chief Revenue Officer for Asia Pacific and Japan at Stripe, joined us in a conversation discussing Stripe's explosive growth in the region that represents 40% of global GDP. Paul dived deep into how Stripe is revolutionizing commerce through AI and stablecoins, sharing fascinating customer stories in the Asia Pacific and Japan. He delved into Stripe's current innovations specifically on agentic commerce toolkits, virtual card issuing, and adaptive pricing solutions that are transforming how businesses scale across the dynamic Asia Pacific region. Last but not least, Paul shared the key trends in AI-powered payments and stablecoin adoption, defining what great would look like for Stripe's user-first approach to building the financial infrastructure of the internet economy in APAC. Episode Highlights Profile: Paul Harapin, Chief Revenue Officer, Asia Pacific & Japan, Stripe. LinkedIn Profile: https://www.linkedin.com/in/paulharapin/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Creating Economic Opportunity in the era of AI: LinkedIn's Mission in Asia Pacific with Feon Ang | 06 Aug 2025 | 00:30:43 | |
"AI is in the minds of a lot of people right now and naturally with such big technological shift, you find that there is a big skill gap. You know, there is companies demanding skills in this area, and yet naturally in the marketplace, they might have difficulty finding that skills that is required for companies. So, you know, job seekers need to be a lot more conscious in terms of how they are equipping themselves. One of the things is that LinkedIn courses are there [to help]. I always talk about the three affirmative actions that you can do. One is making sure that you are fluent in this area. I think what are the things that you can do to actually get your hands on all these tools so that you become fluent in just playing around with the tool and making sure that you feel comfortable. The second area that I advise people is to make sure that you feel that you have the agency to master your destiny. The third thing will be to take action. If you have learned all these skills, find a way to showcase it and find a way to actually talk about it so that you are, you can actually surface your capabilities in this space." - Feon Ang Fresh out of the studio, Feon Ang, Managing Director of LinkedIn Asia Pacific, joins us to explore how the platform is transforming professional networking and career development across the region's 343 million members. She shares her career journey from publishing to tech leadership, reflecting on the evolution from typewritten CVs to AI-powered job searches today. Feon explains LinkedIn's unique approach combining scale, trust, and member-first philosophy, emphasizing how their AI tools enable professionals to find opportunities through natural language while companies streamline hiring processes. She highlights the platform's remarkable growth metrics—47 hires per minute and 36% video engagement growth—showcasing how organizations are re-engineering recruitment and learning through AI coaching and personalized pathways. Addressing the challenges of AI adoption and skills gaps, she emphasizes the importance of three key actions: fluency, agency, and action, while advocating for accessible AI integration into daily workflows. Closing the conversation, Feon shares her vision for creating even greater economic opportunity across Asia Pacific as professionals and businesses navigate the AI transformation together. Profile: Feon Ang, Managing Director of LinkedIn Asia Pacific: https://www.linkedin.com/in/feonang/ Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| How Microsoft Research Balances Exploration and Impact Globally with Doug Burger | 03 Aug 2025 | 00:43:46 | |
"If you're going to be running a very elite research institution, you have to have the best people. To have the best people, you have to trust them and empower them. You can't hire a world expert in some area and then tell them what to do. They know more than you do. They're smarter than you are in their area. So you've got to trust your people. One of our really foundational commitments to our people is: we trust you. We're going to work to empower you. Go do the thing that you need to do. If somebody in the labs wants to spend 5, 10, 15 years working on something they think is really important, they're empowered to do that." - Doug Burger Fresh out of the studio, Doug Burger, Technical Fellow and Corporate Vice President at Microsoft Research, joins us to explore Microsoft's bold expansion into Southeast Asia with the recent launch of the Microsoft Research Asia lab in Singapore. From there, Doug shares his accidental journey from academia to leading global research operations, reflecting on how Microsoft Research's open collaboration model empowers over thousands of researchers worldwide to tackle humanity's biggest challenges. Following on, he highlights the recent breakthroughs from Microsoft Research for example, the quantum computing breakthrough with topological qubits, the evolution from lines of code to natural language programming, and how AI is accelerating innovation across multiple scaling dimensions beyond traditional data limits. Addressing the intersection of three computing paradigms—logic, probability, and quantum—he emphasizes that geographic diversity in research labs enables Microsoft to build AI that works for everyone, not just one region. Closing the conversation, Doug shares his vision of what great looks like for Microsoft Research with researchers driven by purpose and passion to create breakthroughs that advance both science and society. Episode Highlights: Profile: Doug Burger, Technical Fellow and Corporate Vice President, Microsoft Research LinkedIn: https://www.linkedin.com/in/dcburger/ Microsoft Research Profile: https://www.microsoft.com/en-us/research/people/dburger/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The Truth About China's Generative AI Revolution Nobody Talks About with Grace Shao | 28 Jul 2025 | 00:53:31 | |
"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Enabling AI at Scale: Governance as Competitive Advantage with David Hardoon | 22 Jul 2025 | 00:58:11 | |
"[Question: So what was the biggest misconception for most business leaders usually when it comes to operationalizing AI governance?] Based on my interactions and conversations, now suddenly they think they have to erect a whole set of new committees, that they have to have these new programs. You almost hear a sigh from the room. Like, oh, we have now this whole additional compliance cost because we have to do all these new things. The reason I see that as a bit of a misconception, because building on everything that was just said earlier, you already have compliance, you already have committees, you already have governance. It's an integration of that because otherwise guess what's gonna happen? We all know that this is the next thing around the corner that's gonna pop up, whatever it's gonna be called. Are you gonna have to set up a whole new committee just because of that? Then the next thing, another one." - David Hardoon Fresh out of the studio, David Hardoon, Global Head of AI Enablement at Standard Chartered Bank, joins us in a conversation to explore how financial institutions can adopt AI responsibly at scale. He shares his unique journey from academia to government to global banking, reflecting on his fascination with human behavior that originally drew him to artificial intelligence. David explains how his time at Singapore's Monetary Authority shaped the groundbreaking FAIR principles, emphasizing how proper AI governance actually accelerates rather than inhibits innovation. He highlights real-world implementations from autonomous cash reconciliation agents to transaction monitoring systems, showcasing how banks are transforming operations while maintaining strict regulatory compliance. Addressing the biggest misconceptions about AI governance, he emphasizes the importance of integrating AI frameworks into existing structures rather than creating entirely new bureaucracies, while advocating for use-case-based approaches that build essential trust. Closing the conversation, David shares his philosophy that AI success ultimately depends on understanding human behavior and asks the fundamental question every organization should consider: "Why are we doing this?" Episode Highlights: Profile: David Hardoon, Global Head of AI Enablement, Standard Chartered Bank Personal Site: https://davidroihardoon.com/ LinkedIn: https://www.linkedin.com/in/davidrh/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@Analys1eAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The Future of AI Trust: Why Guardrails Actually Accelerate Innovation with Sabastian Niles | 08 Jul 2025 | 00:52:31 | |
"You can try to develop self-awareness and take a beginner's mind in all things. This includes being open to feedback and truly listening, even when it might be hard to receive. I think that's been something I've really tried to practice. The other area is recognizing that just like a company or country, as humans we have many stakeholders. You may wear many hats in different ways. So as we think of the totality of your life over time, what's your portfolio of passions? How do you choose—as individuals, as society, as organizations, as humans and families with our loved ones and friends—to not just spend your time and resources, but really invest your time, resources, and spirit into areas, people, and contexts that bring you meaning and where you can build a legacy? So it's not so much advice, but more like a north star." - Sabastian V. Niles Fresh out of the studio, Sabastian Niles, President and Chief Legal Officer at Salesforce Global, joins us to explore how trust and responsibility shape the future of enterprise AI. He shares his journey from being a high-tech corporate lawyer and trusted advisor to leading AI governance at a company whose number one value is trust, reflecting on the evolution from automation to agentic AI that can reason, plan, and execute tasks alongside humans. Sabastian explains how Agentforce 3.0 enables agent-to-agent interactions and human-AI collaboration through command centers and robust guardrails. He highlights how organizations are leveraging trusted AI for personalized customer experiences, while Salesforce's Office of Ethical and Humane Use operationalizes trust through transparency, explainability, and auditability. Addressing the black box problem in AI, he emphasizes that guardrails provide confidence to move faster rather than creating barriers. Closing the conversation, Sabastian shares his vision on what great looks like for trusted agentic AI at scale. Episode Highlights Profile: Sabastian V. Niles, President & Chief Legal Officer, LinkedIn: https://www.linkedin.com/in/sabastian-v-niles-b0175b2/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ | |||
| How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee | 24 Jun 2025 | 01:00:33 | |
"I quote a study that looked at 84 countries in terms of internal migration and India was dead last. That's not a knock against the culture. It's just not part of the culture that young women in particular leave home at 17, go to the other side of the country and work in a factory. You don't have that. So what's the phrase: Culture eats strategy for breakfast. Apple might have a plan, but like good luck upending 5,000 years of Indian culture to make it happen." - Patrick McGee, author of "Apple in China" Fresh out of the studio, Patrick McGee, San Francisco correspondent for the Financial Times and author of "Apple in China: The Capture of the World's Greatest Company" joined us in a conversation to unravel the extraordinary story of how the world's most valuable company became inextricably entangled with China. Patrick shared the backstory behind Apple's century-defining Faustian bargain and progressed through how he uncovered the untold story of Asia's contract manufacturing history through Apple's supply chain point of view. He unpacks the famous "Apple Squeeze" philosophy of paying suppliers minimally while providing invaluable training, and shares fascinating stories from characters like the ruthless negotiator Tony Blevins to the tragic figure of Jackie Haynes. Throughout the conversation, Patrick demonstrates how Apple inadvertently created China's contract manufacturing capabilities and explains why the company's current attempts to diversify to India face insurmountable cultural and political barriers. Last but not least, he argues that Apple's very success in China has become its greatest vulnerability, trapped in a relationship where going too fast risks Beijing's ire, while going too slow means remaining stuck in an increasingly untenable position. Episode Highlights: Profile: Patrick McGee, Author of "Apple in China": https://appleinchina.com and San Francisco correspondent for Financial Times LinkedIn: https://www.linkedin.com/in/prmcgee/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@Analys1eAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Transforming Asia Pacific's Digital Future: IBM's Vision for Enterprise AI with Hans Dekkers | 15 Jun 2025 | 00:30:12 | |
"At IBM, we really work on two emerging technologies: hybrid cloud and AI for enterprise. These two are deeply connected. Hybrid cloud for us means that regardless of where the data sits whether the compute is on-premise, off-premise, or across multiple clouds. We believe the client should have the control and flexibility to choose where to run and place their data. If you look at the facts, a very high percentage of client data is still on-premise. It hasn't moved to the cloud for obvious reasons. So, how can you scale AI if you don’t have proper access to that data? AI is all about the data. That’s why we believe in a strategy that redefines and rethinks everything. We call it the Great Technology Reset." - Hans Dekkers Fresh out of the studio, Hans Dekkers, General Manager of IBM Asia Pacific, joins us to explore how enterprise AI is reshaping business across the region. He shares his journey with IBM after business school, reflecting on the evolution of personal computers to AI today. Hans explains IBM's unique approach combining hybrid cloud infrastructure with AI for Enterprise, emphasizing how their granite models and data fabric enable businesses and governments to maintain control over their data while scaling AI capabilities. He highlights customer stories from Indonesian telecoms company to internal IBM transformations, showcasing how companies are re-engineering everything from HR to supply chains using domain-specific AI models. Addressing the challenges of AI implementation, he emphasizes the importance of foundational infrastructure and governance, while advocating for smaller, cost-effective models over GPU-heavy approaches. Closing the conversation, Hans shares his vision for IBM's growing presence in Asia as the key to enterprise AI success. Episode Highlights: Profile: Hans Dekkers, General Manager IBM Asia Pacific and China: https://www.linkedin.com/in/hans-a-t-dekkers/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| From Startup Ecosystem Builder to Strategic Investor: E27 and Orvel Ventures with Mohan Belani | 08 Jun 2025 | 01:01:44 | |
"If you take a step back and ask, how has the last 10-15 years panned out? The truth of the matter is that Southeast Asia has not done as well as it should have based on the reports and projections that existed earlier. There have been fundamental flaws from a culture standpoint with respect to how the ecosystem has been shaped. I think there has been too much of a mirror of what's happening in Silicon Valley and figuring out how to replicate those concepts in Southeast Asia, whereas there should have been a better, more localized, customized, regional model to suit the culture and concepts in this region. We've mirrored our fundraising, our entire ecosystem to be too much like Silicon Valley - blitzscaling style model, power law style investing which in hindsight, maybe were not the right approaches. There's also been an over-reliance on funding." - Mohan Belani, CEO & Co-founder of E27, Partner at Orvel Ventures Fresh out of the studio, Mohan Belani, CEO and co-founder of E27 and partner at Orvel Ventures, joins us to explore his 15 years of journey shaping Southeast Asia's startup ecosystem. In the conversation, Mohan reflected on the evolution of Southeast Asia's ecosystem through different eras and offered his perspectives in how startups need to navigate the current funding winter in Southeast Asia. He also shared the spark that inspired him to set Orvel Ventures and how the investment thesis will fit better for the Southeast Asia region. Last but not least, he offered his vision what great would look like for Orvel and E27 in the next decade. Episode Highlights: Profile: Mohan Belani: https://www.linkedin.com/in/mohanbelani/ CEO and co-founder of E27: https://e27.co Partner, Orvel Ventures: https://orvel.vc Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| From Accidental Hotelier to Longevity Pioneer: An Entrepreneur's Journey with Allen Law | 18 May 2025 | 00:40:46 | |
"I think the why is so important, but it's always not really being asked. Most people want to know, 'What's your growth look like?' or 'How is this offering different from another offering?' Those are the questions we get most of the time. But going back to the real why we actually do this in the first place is the most critical question if you ask me. For myself personally, it is all about having a positive impact in society. We have chosen to go down the route of wellness, fitness, and longevity to have that positive impact, which we believe is extremely important and a strong one whereby I'm personally putting a lot of energy, funds, and capital behind it to ensure we educate the community and society to establish and adopt healthy and active lifestyles that will only benefit the entire population." - Allen Law Fresh out of the studio, Allen Law, co-founder of MOVE Repeat, chairman of REVL, and principal of Seveno Capital, joins us to explore the holistic approach to wellness, fitness, and longevity across his entrepreneurial ventures. In the conversation, Allen explained his journey from "accidental hotelier" to longevity entrepreneur, outlining the six pillars of longevity. He emphasized that the gap isn't in knowledge but in action, highlighting how his upcoming 38,000 square foot facility in Singapore brings medical, fitness, recovery, sleep, and nutrition services under one roof to help people change their lifestyles. Allen discussed how MOVE Repeat has acquired three brands operating in 50+ studios across five countries and shifted from traditional subscription models to pay-as-you-go to ensure consistent customer satisfaction. Last but not least, Allen describes what great would look like for his fitness, wellness and longevity businesses. Episode Highlights: Profile: Allen Law, Co-Founder, MOVE Repeat, Chairman, REVL Training, Principal, Seveno Capital, Founder, Park Hotel Group. Allen's LinkedIn: https://www.linkedin.com/in/allenlawphg/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Building WhatsApp for 3 Billion Users with Alice Newton-Rex | 05 May 2025 | 00:36:50 | |
"Now, some people are only ever going to want to use WhatsApp to message the people in their life, and they should be able to carry on doing that and have an incredibly simple experience in doing so. But we're increasingly seeing that users want to use WhatsApp for more than messaging close friends and family. It's why we're doing things like business messaging. It's why we built new features like channels and status and updates tab separate from your personal chats. We think that if we carry on getting the core of private messaging right, it also gives us the opportunity to build more of these features that users want." - Alice Newton-Rex Fresh out of the studio, Alice Newton-Rex, Vice President and Head of Product at WhatsApp, joins us to explore how the messaging platform balances innovation with privacy for over 3 billion users worldwide. In the conversation, Alice explained WhatsApp's three guiding principles: simple, reliable, and private. She emphasized that the features they say "no" to are often more important than those they approve, highlighting how WhatsApp has evolved beyond personal messaging to include business services that serve over 200 million businesses globally and balancing innovation with trust on how Meta AI is integrated into the platform. Last but not least, Alice describes what great would look like for WhatsApp continuing to be the most private way for people to communicate while maintaining simplicity and reliability at global scale. Episode Highlights: Profile: Alice Newton-Rex, Vice President & Head of Product, WhatsApp LinkedIn: https://www.linkedin.com/in/alice-newton-rex-4713191a/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| How Databricks Revolutionize Intelligent Enterprise AI in ASEAN with Patrick Kelly | 06 Apr 2025 | 00:41:48 | |
" We did a survey with The Economist globally which obviously included Europe and APAC as well. And we asked the question, 'Does my organization's current architecture supports the unique demands of AI workloads.' Basically 85% said, 'No. We don't have the architecture to support it.' Some partially does, but it needs lots of modifications. So we can still feel a lot of people are still in the early stages and that data point ties back to: 85% of GenAI [proof of concepts] has not gone into production. I think that another interesting point is, 'Does your architecture connect AI application? -your relevant business data.' which is probably nearly even more important for me. Again, it was still about 80%- 'We don't have that.' Because that business data is all over the place. Without the clean data, you cannot get good AI." - Patrick Kelly Fresh out of the studio, Patrick Kelly, Senior Director for Digital Natives, Startups & Enterprise and Commercial Sales in Southeast Asia at Databricks, joins us to discuss how data intelligence is powering enterprise AI applications in ASEAN. Beginning with his career journey from network engineering to tech leadership across Asian markets, Patrick explained how Databricks pioneered the Lakehouse architecture and integrated generative AI into enterprise workloads. Emphasizing the critical role of data quality in AI success, he showcased compelling customer case studies from across ASEAN and revealed striking generative AI trends in Asia - notably that 85% of organizations lack proper architecture to support AI workloads, reinforcing that clean data remains foundational for effective AI implementation. Patrick concluded by sharing his vision of what success looks like for Databricks in Southeast Asia. Audio Episode Highlights: Profile: Patrick Kelly, Senior Director for Digital Natives, Startups & Enterprise and Commercial Sales in Southeast Asia at Databricks. LinkedIn: https://www.linkedin.com/in/patrick-kelly-aab6168/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The Lazarus Group, The Bybit Hack and Sanctions: The New Battleground with Andrew Fierman | 30 Mar 2025 | 00:47:37 | |
"The thing that's most fascinating, we talk a lot about how complex North Korea is here but when you compare it to some of the other illicit groups, particularly those that are sanctioned, say your terrorist organization that's soliciting donations on Telegram or some other social media outlet understanding what that difference in the level of complexity is, I think is really fascinating to actually know about. When we're talking about DPRK, we're talking about laundering of funds through tens of thousands. By the time we're done, it'll be hundreds of thousands of wallets. And then on the other end of it, We have a terrorist organization that was, sanctioned mid last year for facilitating on behalf of Hamas. After they got sanctioned and their addresses that they were using, got seized and disrupted. They got annoyed and they tried to bridge funds with their new Ethereum wallet after they received a few donations and they didn't even have the gas fees to facilitate it. And the transaction, when we're talking about the difference in the level of complexity here, it is really fascinating to know the nuance and it's not to say that, other nation states, like Russia or Iran don't have any level of complexity. They certainly do." - Andrew Fierman, Head of National Security Intelligence at Chainalysis Inc Fresh out of the studio, Andrew Fierman, Head of National Security Intelligence at Chainalysis, provides an in-depth analysis of the recent $1.5 billion Bybit hack orchestrated by North Korea's Lazarus Group. Starting from his career journey from traditional banking to blockchain analytics, Andrew shares his expertise on how sanctioned entities operate in the cryptocurrency space and the sophisticated techniques employed by state-sponsored hackers. He explains how blockchain's transparency enables tracking of stolen funds. Andrew details how sanctioned states are increasingly turning to stablecoins and decentralized finance to evade traditional banking controls, while emphasizing the importance of KYC procedures and blockchain analytics in disrupting illicit activities. Last but not least, Andrew shares his perspectives on emerging threats in cryptocurrency security, including how AI-powered deepfakes and digital identity forgery are lowering barriers to sophisticated attacks. Audio Episode Highlights: Profile: Andrew Fierman, Head of National Security Intelligence at Chainalysis Inc https://www.chainalysis.com/ LinkedIn: https://www.linkedin.com/in/andrew-fierman-87511611/ Chainalysis Crypto Crime Report: https://go.chainalysis.com/2025-Crypto-Crime-Report.html Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Building Networks, Not Just Hiring: The Global Talent Strategy with Mark Reinecke | 21 Mar 2025 | 00:37:04 | |
"When I discuss with senior leaders, interview them, or assess them for senior roles, they often come to me, and I ask them: 'What makes you unique? How do you see yourself?' Eighty percent of them tell me what they can't do. They talk about their development needs, and I say, 'Is that how you pitch yourself? Is that what you really bring to the table? You sit with a headhunter and tell me what you can’t do—why not tell me what you’re really good at?' Your exceptional value-add, your competitive advantage—that’s what makes an impact, not what you cannot do. Development needs require a mitigation strategy, yes, but I believe that focusing on your unique strengths will take you further in your career." - Mark Reinecke Fresh out of the studio, Mark Reinecke, SVP of Top Executive Management and Talent Acquisition at Airbus, shares his approach to the full life cycle of global talent management from acquisition to development and retention. Starting from his career journey, Mark shared his experiences and mental models in recruiting, developing and retaining top talent while emphasized how the STAR program in Airbus can gather experts from areas outside of Airbus to provide different perspectives on how the aviation industry can learn from best practices in other industries given the emerging technologies. Last but not least, Mark shared his perspectives on what does great look like for global talent management. Audio Episode Highlights Profile: Mark Reinecke, Senior Vice President, Top Executive Management and Talent Acquisition and STAR Program Director, Airbus. LinkedIn: https://www.linkedin.com/in/mark-reinecke-6253b015/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son with Lionel Barber | 02 Mar 2025 | 00:38:39 | |
"They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so many people rich. I mean, with other people's money. All these founders, he's given them money, he's been an enormous disruptor, and he's built global businesses. He's built a huge business in Japan on the mobile operator. So for all these reasons, I know he sometimes feels dissatisfied with his legacy, and he's now trying to build his greatest legacy in the march to artificial general intelligence. Maybe the legacy will finally be judged by whether this bet pays off. What will his role be in the AI revolution? I would say to him, 'You've done pretty well so far.' " - Lionel Barber, author of "Gambling Man" Fresh out of the studio, Lionel Barber, former editor of the Financial Times and author of "Gambling Man" joined us in a conversation to unravel the enigmatic figure of Masayoshi Son, the CEO of SoftBank Group. We began with Lionel's career journey as the former editor of Financial Times and why inspired him to work on this book. We progressed how he put together a nuanced portrait of Masa as a resilient outsider whose Korean-Japanese heritage fueled his drive to succeed in Japan's stratified society and shared stories of Masa's evolution from software distributor to global tech investor with Vision Fund. Lionel explains how this "eternal optimist" has consistently ridden technological waves for four decades while making and losing billions. He unpacks Masa's unique investment philosophy of thinking big, his revolutionary $100 billion Vision Fund that disrupted venture capital norms, and his latest half-trillion-dollar bet on AI. Throughout the conversation, Lionel reveals the complexity behind the caricature, arguing that history will remember Masa as an extraordinarily consequential figure in global tech investing despite his mixed record of spectacular wins and losses. Episode Highlights: Profile: Lionel Barber, Author of "Gambling Man" LinkedIn: https://www.linkedin.com/in/lionel-barber-473826135/ X: https://x.com/lionelbarber?lang=en BlueSky: https://bsky.app/profile/did:plc:yv5ux5l7lcvmxexdswey5hqx Gambling Man Profile Page: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 FT Profile: https://www.ft.com/lionel-barber Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Scam Inc: How a $500B Crime Industry is Impacting the World with Sue-Lin Wong | 16 Feb 2025 | 00:44:09 | |
"We're all vulnerable. And I hadn't thought about that previously. I thought, oh, it's only a small group of people who might fall for this. What I've learned is actually [that] these scammers are so sophisticated. They have so much money. Based on my reporting, this industry, you know, is maybe more lucrative than the illicit drug trade, and these criminal syndicates might be making over 500 billion US dollars a year. So that means they have access to the latest technology, whether it's voice cloning or face changing software. They can buy the latest in AI tools. they can stay several steps ahead of most law enforcement organizations in most places in the world, and, you know, re-invest in their businesses, because that's how they view what they're doing. They just see this as a business line, and they want to make a profit. That's why we called the podcast Scam Inc, because I think the way to understand what we're seeing is that this is an industry and everyone's driven by profits. So the fact that the criminals have so much money makes it really difficult for governments, police or international organizations or banks or crypto exchanges or social media companies to tackle this huge and growing problem." - Sue-Lin Wong Fresh out of the studio, Sue-Lin Wong, Southeast Asia Correspondent for The Economist, joins us to uncover the dark world of online scams and how they’ve evolved into a $500 billion global crime industry. She shares her investigative journey behind Scam Inc., her latest podcast series, revealing how cybercriminal syndicates operate like multinational corporations—leveraging AI, crypto, and human trafficking to fuel their scams. Sue-Lin explains why Southeast Asia has become a hub for these illicit operations, the psychological manipulation that makes anyone vulnerable, and the deep-rooted connections between scamming, money laundering, and political corruption. We discuss the Kansas bank collapse, the rise of pig butchering scams, and how law enforcement struggles to keep up with decentralized criminal networks. Closing the conversation, Sue-Lin highlights what individuals, governments, and financial institutions must do to fight back against the next wave of AI-powered fraud. Audio Episode Highlights: Profile: Sue-Lin Wong, Southeast Asia Correspondent, The Economist Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The eFishery Scandal and its impact to Southeast Asia with Kristie Neo | 09 Feb 2025 | 00:47:18 | |
"So that was back in 2021. And then after Revolution Precrafted, there was Zilingo in 2022, and then Tanihub and Investree - which were P2P lenders in 2023(24) - and then eFishery. So actually every single year we've been getting pretty big blow ups. But as I was looking at the cases for each of them, one thing I've noticed is the sophistication of the fraud is actually becoming more advanced." - Kristie Neo Fresh out of the studio, Kristie Neo, an independent journalist covering tech and venture capital, joins us to dissect the rise of startup fraud in Southeast Asia and why it’s becoming more sophisticated. She shares her journey from broadcast journalism to investigative reporting, reflecting on the shift from high-growth hype to market corrections and corporate scandals. Kristie unpacks the eFishery scandal, explaining how founders manipulated financials and how investors got misled. She discusses why due diligence often fails, the role of unchecked valuations, and the impact of drying venture capital on the region’s startup ecosystem. Addressing investor confidence, Kristie explores what it will take to restore trust and accountability in Southeast Asia’s tech scene. Closing the conversation, she shares her vision for a more transparent startup ecosystem and what great looks like for the region’s next wave of entrepreneurs. Episode Highlights: Profile: Kristie Neo, Independent Journalist (former DealStreetAsia, CNBC, We Are Social & Channel News Asia) https://www.linkedin.com/in/kristieneo/ and her article: "Thank you eFishery, Southeast Asia is officially off the kool-aid" https://www.linkedin.com/pulse/thank-you-efishery-southeast-asia-officially-off-kool-aid-kristie-neo-h0z0c/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| How Agentforce is Transforming Businesses in ASEAN with Sujith Abraham | 02 Feb 2025 | 00:38:08 | |
"What's the point if it's a fast platform, but I still have to go somewhere else? And the last thing is speed. Right now, especially in our region, it's a land grab. When we think about some of the fastest-growing economies in the world—Indonesia, for example, Vietnam, the Philippines—you have hundreds of millions of people here. What we see in every customer I speak to is interest in how they use our platform to move faster, to deploy AI. They don't want to have to build a foundation level of AI, integrating all those elements themselves. They want to deploy it faster. When you think about our history, we have 250 petabytes of data being accessed by 150,000 customers every single day. When you take that set, we had to get this right. We had to because we have thousands of engineers focused on building these platforms so our customers don't have to—so they can deploy innovation and create truly unique and differentiated customer journeys." - Sujith Abraham Fresh out of the studio, Sujith Abraham, Senior Vice President and General Manager, ASEAN at Salesforce, joins us to explore how Agentforce 2.0 is transforming enterprise AI. He shares his journey from automotive engineering to tech leadership, reflecting on the rise of AI agents that move beyond chatbots to take real-world actions. Sujith explains how Agentforce 2.0 integrates across Salesforce products like Slack and Tableau, helping businesses automate sales, customer service, and marketing. He highlights how banks, airlines, and telcos in Southeast Asia are leveraging AI for growth, alongside Salesforce’s shift to a pay-as-you-go model for easier adoption. Addressing AI trust and governance, he underscores data privacy and enterprise-grade AI security. Closing the conversation, Sujith shares his vision for AI-driven customer engagement and what great looks like for Salesforce & Agentforce 2.0 in ASEAN. Profile: Sujith Abraham, Senior Vice President and General Manager, ASEAN for Salesforce, LinkedIn: https://www.linkedin.com/in/sujithabraham/ Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Undivided Ventures: AI, Sustainability & Data Centre Technologies with Ariel Shtarkman | 26 Jan 2025 | 00:44:37 | |
" Now, the beauty about the real estate industry, if you look outside and you look at the commercial buildings, you have a lot of data generated on a daily basis. The challenge is, what do you do with this data? How do you mine this data in a smart way to give you better investment decisions going forward [or] better decisions on how you run the building? Where are the opportunities to reduce your expenses? On the climate side, how do you reduce your operational carbon? How do you make those buildings better? I think that here, Gen AI, can help big time, because any solution that will mine this data smartly and will create a result, an output, that end users and owners can use to their advantage.” - Ariel Shtarkman Fresh out of the studio, Ariel Shtarkman, Managing Partner and Co-Founder of Undivided Ventures, joins us to share the mission and vision of Undivided Ventures and how the fund is driving innovation at the intersection of sustainability, PropTech, and construction technology. Beginning with her origin story, Ariel reflected on her journey from real estate private equity in New York to becoming a venture capitalist championing sustainable technologies in Asia. She elaborated on Undivided Ventures’ investment thesis, focusing on scaling sustainability-driven innovations in the built environment and shared key portfolio highlights, including successful investments like Structure Pal. Ariel also explored the transformative potential of generative AI, robotics, and data centers in addressing challenges in real estate and construction. Last but not least, she offered her insights on navigating fundraising in a challenging venture capital landscape and painted a compelling vision of what great looks like for Undivided Ventures. Audio Episode Highlights: Profile: Ariel Shtarkman, co-founder and managing partner, Undivided Ventures: https://www.undivided.vc/about and LinkedIn profile: https://www.linkedin.com/in/ariel-s-2850322/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Virtuals Protocol and the intersection of Agentic AI & Web3 with Jansen Teng | 14 Jan 2025 | 00:58:29 | |
"What does great look like? For us, it's being able to achieve this vision of a society of agents. So, if you can show clearly the economic value of a society when agents can influence other agents, agents can influence humans, and humans can influence agents, that would be something that I'll be very proud to say that we've accomplished. Because that's the beauty of really combining breakthroughs on the AI, on the autonomous agent front, and the value add of crypto. This is one of those very rare moments that crypto has that true potential value add, right? As a productivity lever and an economic lever in society." - Jansen Teng Fresh out of the studio, Jansen Teng, co-founder and CEO of Virtuals Protocol joins us to share the mission and vision of Virtuals Protocol and how the protocol intersects generative AI and web3, unlocking the world of autonomous AI agents powered by tokenization to unlock new economic possibilities. Beginning from his origin story, he explained how the Virtuals team explored and eventually come to the realization how tokenized AI agents can power entertainment, gaming and trading with Luna, the AI avatar that grew through the help of AI agents and even inspiring works of real art. Last but not least, Jansen offered his perspectives on the trends of agentic AI and web3 and elucidate what great looks like for the Virtuals Protocol. Audio Episode Highlights: Profile: Jansen Teng, co-founder & CEO of Virtuals Protocol. Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Why Southeast Asia Matters with Gullnaz Baig | 01 Jan 2025 | 00:51:06 | |
"People always ask us this question, what can I learn from that country? People ask us about this from the report especially when we're talking to policymakers, or what should I learn from Malaysia? What should I learn? The thing to learn is to not learn to replicate exactly. But the thing to learn is sort of what are the principles behind what works for them. What are your comparative advantages, Every country needs to be asking that for themselves. So for Vietnam, comparative advantages are things like proximity to China, and an ability at a geopolitical level to navigate between the U.S. and China. They do this pretty delicately, given their history with both countries. There's an acquiescence by the major powers also to not force Vietnam to take sides. And, you know, and so it's a delicate balancing game that ASEAN always plays ..." - Gullnaz Baig Fresh out of the studio, Gullnaz Baig, executive director from the Angsana Council, shares her perspectives on the "Southeast Asia Outlook 2024-2034: Navigating the High Winds" report by Angsana Council, DBS and Bain & Co. In our conversation, Gullnaz emphasized Southeast Asia’s unique strengths, including its cultural diversity, openness to innovation, and ability to navigate geopolitical complexities between global powers like China and the U.S. She highlighted Southeast Asia’s resilience, citing its rising wealth, improving standards of living, and comparative advantages such as Vietnam’s strong STEM workforce and the Philippines’ English-speaking talent. Last but not least, she described the importance of leveraging regional collaboration and technology to foster sustainable growth and offered her thoughts on what great would look like for the region. Episode Highlights: Profile: Gullnaz Baig, Executive Director of Angsana Council Podcast Information: Bernard Leong hosts and produces the show. 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. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The Transition to Electric Buses: The KMB Experience & Philanthrophy with William Louey | 17 Dec 2024 | 00:44:26 | |
“ Yeah. We plan to replace the fleet by 2040. We can't scrap all of them now because each bus lasts 18 years. So we have the depreciation for 18 years. They're all from the U.K. All the buses are from the U.K. All the double-deckers. That's the only country that makes double-decker buses, and it's the same as Singapore. All the double-deckers are from the U.K. Because of COVID, when we replace all these diesel buses with electricity, you need a lot more power and electricity to accommodate this. So the government has to work with us. But today, we can't really see that if we import all these 4,000 electric buses to Hong Kong, there will be enough charging stations. We'll have to build a new depot that accommodates electric buses. So in Yuen Long, we're building a seven-storey, new depot that can charge 1,000 buses every night. But after we build it, the government has to give us the confidence that they can give us the power to charge these buses. So there's no point building a new depot if there's not enough electricity to charge it. So we're delaying it now. But the idea is still the same. We will have to replace it with green energy because it's much better for the environment.” - William Louey Fresh out of the studio, William Louey, 4th generation business leader of Kowloon Motor Bus (KMB), talks about his vision for transforming Hong Kong’s public transportation system through sustainability and innovation. He discusses KMB’s ambitious plan to electrify its bus fleet by 2040, highlighting the challenges of infrastructure, power supply, and government collaboration. He also shares his philanthropic efforts specifically on education and how they shaped the next generation of leaders to pay it forward. Last but not least, William shares what great would look like for KMB in a green and sustainable future. Audio Episode Highlights: Profile: William Louey, Businessman and Philanthropist in Hong Kong. William Louey serves as a non-executive director of Transport International and founding member of JNW Properties. He established the William S. D. Louey Educational Foundation in memory of his grandfather. The William S.D. Louey Educational Foundation provides scholarships and bursaries to academically outstanding students from Hong Kong and Greater China for overseas studies. Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The China Business Conundrum with Ken Wilcox | 03 Dec 2024 | 00:58:19 | |
"But what I didn't realize is that the main reason they wanted us in China was so that they could study our business model and figure out how to copy it over time. And that was something I wasn't expecting, but I should have. If I were less naive, And if I were better prepared, I would have realized that was the intention. So the original title, the working title I had for my book, which I had to change because the publisher didn't like it, my original title was 'One Bed, Two Dreams' (同床异梦). Because that's a phrase that most Chinese are familiar with." - Ken Wilcox Fresh out of the studio, Ken Wilcox, former CEO of Silicon Valley Bank and author of "The China Business Conundrum", shares his experiences establishing Silicon Valley Bank’s joint venture in China, uncovering the challenges of navigating cultural differences, guanxi, and examine China’s playbook in bringing successful foreign ventures onshore. He reflects on lessons learned, from differing views on contracts and negotiation tactics to the complexities of building trust in a new business landscape and offers invaluable advice for Western companies eyeing the Chinese market. Last but not least, he concludes by sharing his hopes for the book’s impact, emphasizing the importance of understanding and collaboration between the East and West. Audio Episode Highlights: Profile: Ken Wilcox, Author of "The China Business Conundrum: Ensure That "Win-Win" Doesn't Mean Western Companies Lose Twice" Main Site: https://kenwilcoxauthor.com/ LinkedIn: https://www.linkedin.com/in/kenwilcoxsvb/ Substack: https://kenwilcoxauthor.substack.com/ Amazon: https://www.amazon.com/China-Business-Conundrum-Win-Win-Companies/dp/1394294166/ Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| ExtraOrdinary: From Stay-at-Home Mom to Global Entrepreneur with Yvon Bock | 26 Nov 2024 | 00:42:50 | |
"So, my definition of being fearless is not about no fear, but it's having that courage to face your fear, to conquer whatever adversities that are thrown your way. it is part of the entrepreneur journey. We are always faced with fear of failure. Self Doubt is how to pick up our courage and face them and use these challenges to become your catalyst for innovation, the catalyst for growth, the catalyst for your success." - Yvon Bock Fresh out of the studio, Yvon Bock, Founder and CEO of Hegen, shares her inspiring journey from stay-at-home mom to world-class entrepreneur in her new book, "ExtraOrdinary". Yvon discusses how personal challenges as a breastfeeding mother fueled her vision to create Hegen’s groundbreaking baby bottle, overcoming five years of development and over 200 prototypes. She reflects on the bold decisions behind Hegen’s expansion into China, including leveraging live streaming to reach millions and highlights how storytelling and advocacy transformed her brand into a movement supporting modern moms. Last but not least, Yvon shares what great would look like for Hegen in the future: empowering 100 million mothers worldwide and establishing a presence in 35 jurisdictions. Audio Episode Highlights: You can find Yvon Bock and her new book on her personal site: https://www.yvonbock.com/ and via LinkedIn: https://www.linkedin.com/in/yvonbock/ Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Unlocking the Power of Generative AI in Dow Jones with Ingrid Verschuren | 19 Nov 2024 | 00:31:35 | |
"So, we are very conscious of the fact that we license the content from other publications. And as I mentioned previously, we do that through licensing agreements. We are transparent with the publishers about what happens with their content. We ensure that they are being fairly compensated for the content that we use. But, as a result, when we started talking about how we wanted to use Gen AI, we actually felt that we had an obligation to go back to publishers and ask for additional licensing rights. Part of that, I think, is driven by the fact that Dow Jones is a publisher. We are a publisher ourselves. We are very protective of our content. We want to make sure that we understand what's happening with our content: Where is it going? Who is using it? And we want to be fairly compensated for it. So, if that's one of our core principles, then we also want to make sure that we treat all the other publishers exactly the same. One of the challenges has been that we had to go back to all publishers and ask for additional Gen AI licensing rights. The positive of that is that the content now available through Gen AI is actually fully licensed content. All publishers have given us permission to use their content for this specific use case." - Ingrid Vershuren Fresh out of the studio, Ingrid Verschuren, Executive Vice President of Data and AI and General Manager, EMEA, at Dow Jones, shares her journey from manually indexing news articles at Reuters to leading Factiva’s transition into the era of generative AI. She explains the mental models and frameworks behind how Dow Jones uses AI to empower businesses with reliable data and insights and discusses the recent partnership with Google’s Gemini model and explains how Dow Jones works with the other content publications, navigating the complexities of trust and business model innovation. Last but not least, Ingrid explains what great would look like for Factiva in the age of AI. Audio Episode Highlights: You can find Ingrid Verschuren, Executive Vice President, Data and AI and General Manager, EMEA at Dow Jones: https://www.linkedin.com/in/ingrid-verschuren-61a7684/ Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| From Research to Real-World Impact: AI in Action with Sun Sumei | 14 Nov 2024 | 00:26:25 | |
"The efficiency on top of the efficacy because it is critical that we will achieve this balance of cost and performance. And in addition to that, I think one more aspect we are putting emphasis is actually how, in the new era of AI, all pervasive intelligence and pervasive connectivity, how do we bring human, AI, and machine into a cohesive coexistence and also cohesive collaboration so that we are able to have actually the AI machine support human, empower human, and at the same time. We look at actually the design of the workflows so that we are able to extract out the value, at the same time, also elevate the human to do more creative works. So this is one aspect. I think we have been hearing a lot, but how this will move forward is some efforts have started, and certainly we look forward to gathering more ecosystem partners to embark on this journey together." - Dr Sun Sumei, Executive Director, Institute of Infocomm Research, ASTAR Fresh out of the studio, Dr. Sun Sumei, Executive Director of the Institute for Infocomm Research (I2R) at Singapore’s ASTAR shares her perspectives on AI’s fast-paced evolution and its broader impact on the future. With over a decade dedicated to AI research, Dr. Sumei reflects on I2R’s journey from big data analytics to the era of Generative AI, emphasizing large language models designed for Southeast Asia. Advocating for responsible AI, Dr. Sumei prioritizes societal benefit and sustainability over sheer technical ambition, urging a balanced, systematic approach to distinguish valuable applications from mere hype. Last but not least she shares her vision of AI as a force to enhance human creativity and address real-world challenges through sustainable innovation." Audio Episode Highlights: You can find Dr Sun Sumei here in ASTAR: https://www.a-star.edu.sg/i2r/about-i2r/i2r-management/sun-sumei and her LinkedIn: https://www.linkedin.com/in/sumei-sun-8590814/?originalSubdomain=sg Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| The e-Conomy Southeast Asia 2024 Report with Sapna Chadha, Fock Wai Hoong & Florian Hoppe | 05 Nov 2024 | 00:41:17 | |
"The key message of the report is that the fundamentals of this region are critical, they’re clear, and businesses are doing exactly, I think, what they need to do for us to move ahead." - Sapna Chadha "Given that one of the other themes we’ve had this year is trust, having a strong regulatory foundation and good constructs around that for digital financial services is critical to unlocking the next wave of growth here." - Florian Hoppe "All 10 ASEAN nations have announced their own national strategic AI initiatives or plans, and ASEAN itself has actually released a report and guide on AI governance and ethics. So, I think if you put all that together, it’s very natural that Southeast Asia is, quite frankly, well-positioned to capitalize on the AI trend." - Fock Wai Hoong Fresh out of the studio in Google, Bernard Leong led a discussion on the 2024 Southeast Asia Digital Economy Report, joined by Sapna Chadha (Google), Florian Hope (Bain & Company), and Wai Hoong (Temasek). The panel delved into Southeast Asia's impressive digital growth, with the region’s economy reaching $263 billion in GMV and significant strides in profitability. The panellists examined the key themes which include Southeast Asia’s emergence as an AI hub, driven by $30 billion in AI investments, the rise of video commerce, and the region’s booming digital financial services specifically on embedded insurance. The conversation highlights challenges and opportunities in digital inclusion, AI infrastructure, and regional integration, providing a nuanced outlook on Southeast Asia’s potential. The episode concludes with each panellist sharing their vision for Southeast Asia’s digital future and success metrics for the next decade, emphasizing the region’s unique strengths and long-term global impact. Audio Episode Highlights Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Data Centres in the Era of AI with Jay Park | 29 Oct 2024 | 00:48:04 | |
Fresh out of the studio, Jay Park, Chief Development Officer of Digital Edge, explores the rapidly transforming landscape of data centres in the Asia-Pacific region. Kicking off with the story of Jay’s remarkable career in building cutting-edge data centres, we dive into the explosive growth fueled by AI and the innovative cooling and energy solutions Digital Edge is pioneering to address environmental challenges. Jay also examines the impact of advanced AI chips on next-generation data centre engineering and shares his vision of what great would look like to design efficient and sustainable infrastructure in one of the world’s fastest-growing markets. "So if you look at this, according to this recent structural research report, the data centre industry will spend 100 billion dollars, and about 50 per cent of that growth will be happening in APAC. So, this is massive growth. If you look at the data centres, they have to be built where people are to better support them. But we have a new kid on the block. It's called AI servers, and it's something I have never experienced before in any industry, and this is massive. It'll do a lot of things, but it has to do data processing. So you cannot have all these data centres in, let's say, North America, have people in the APAC area grab that data, send it back to the U.S. or North America, do all the processing, and then send it out to APAC. I just don't see that happening. So, they're building the data centres closer to the users, where people are. And then you do all the processing there. The growth is going to be gigantic, and that's what we are seeing today."You can find Jay Park on Linkedin: https://www.linkedin.com/in/jay-park-b5b579335/ and on Digital Edge: https://www.digitaledgedc.com/about Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Resetting Expectations on Southeast Asia with Arnaud Bonzom | 23 Oct 2024 | 01:05:17 | |
"So that's why if you have 1 billion to invest, we're not expecting the same return as if you invest 10 million. At that time, when all this money flowed to Southeast Asia, people there thought, "Oh, we made it. Now the world is looking at us. We're finally a good ecosystem.' Everyone was ready to invest in us, but that was just the tide, right? And when the tide recedes, the first place the money will leave is Southeast Asia because it's not offering the best returns. So, the money is going out, and I don't think it's coming back anytime soon. People shouldn't expect investors to be as aggressive as they were. Lastly, great companies will always raise capital. The top ones will always find their way, so there's no issue for them. The challenge is for the ones just below them. It will be very difficult for those companies. Some will have to become much more capital-efficient, for sure." Fresh out of the studio, Arnaud Bonzom, founder of Black Mangroves and angel investor, engages in a lively discussion with our host about the entrepreneurial and venture capital landscape in Southeast Asia for 2024. Arnaud shares his insights on the evolution of late-stage funding and the resetting of expectations in the region’s venture capital scene. He also offers valuable advice to founders on how to navigate the challenging fundraising climate and what success could look like for the region in the coming years. You can find Arnaud Bonzom at LinkedIn: https://www.linkedin.com/in/arnaudbonzom/ and X (formerly known as Twitter): https://x.com/ArnaudBonzom? Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Learnovate, AI and EduTech with Joon Nak Choi | 07 Oct 2024 | 00:55:18 | |
"The humans are going to be empowered to become superheroes like Tony Stark, and because you have your loyal A.I. assistant, Jarvis, doing all this stuff in the background, that's the example I always use when I give lectures on this topic. What ends up happening is that you need to make sure you can use A.I. correctly. If you offload too much, offload inappropriately, or become too dependent on AI for tasks where you shouldn't be dependent, then suddenly, you're no longer Tony Stark. You're one of those fat human descendants in Wall-E. The ones who can't even get back in their own chairs because they've forgotten how to walk, they've forgotten how to think, they're being fed a steady diet of soda pop from AI." - Joon Nak Choi Fresh out of the studio, Bernard Leong sits down with Joon Nak Choi, an Adjunct Associate Professor at Hong Kong University of Science and Technology and founder of Learnovate, to dive deep into the future of education and AI. JC shares his career journey and the back story of why he started Learnovate focusing on AI-assisted grading and what it is meant to solve for the users. Last but not least, JC shares his perspectives on how the future of education will evolve with generative AI and explains what success will look like in the next few years. Audio Episode Highlights You can find Joon Nak Choi via LinkedIn: https://www.linkedin.com/in/jnchoi123/ and HKUST: https://mgmt.hkust.edu.hk/faculty-and-staff/directory/jnchoi Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| AI, Creativity and the Human Element with Tan Siok Siok | 23 Sep 2024 | 00:47:43 | |
"Well, I think AI makes us, makes me more human in terms of understanding that nirvana or the ultimate achievement is not to be perfect. The ultimate achievement is to be authentic, present, and yourself. I guess it exists in this human dimension. One of the things you realize is that when something is too perfect, whether it's your selfie or something you've written, people start to distrust it. Right now, if I generate or design something, or if I write something and it sounds too fluent and flawless—without accent, pauses, or mistakes—people might suspect that it's not Siok, but actually the digital twin of Siok. One question that people ask me and ask themselves is: how has AI made me more aware of what it means to be human?" - Tan Siok Siok Fresh out of the studio, our host, Bernard Leong sat down with Tan Siok Siok, author of AI for Humanity, for an insightful discussion on the evolving role of AI in our lives. During the conversation, Siok Siok explored how AI makes us more human by emphasizing the importance of authenticity over perfection. They discussed the creative process, with Siok Siok viewing AI as a tool to enhance rather than replace human creativity. The interview also touched on the broader implications of AI, including job displacement and the geopolitical nuances of AI development. Tan Siok Siok shared her thoughts on the need for humans to guide and nurture AI responsibly, dismissing the notion of a doomsday scenario driven by AI. The conversation offered a nuanced perspective on how AI can be a partner in human progress, rather than a threat, encouraging listeners to engage actively with AI’s potential. Audio Episode Highlights: You can find Siok Siok's new book "AI For Humanity" co-authored with Andeed Ma and James Ong here: https://www.amazon.com/AI-Humanity-Building-Sustainable-Future/dp/1394180306 and follow her on LinkedIn: https://www.linkedin.com/in/sioksiok/ Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup | |||
| Disrupting E-Commerce: How Shein and Temu are Challenging Amazon's Reign with Jing Yang | 12 Aug 2024 | 01:05:14 | |
"Temu was launched in the US, their first market in September 2022. That is when Shein just started to gain a lot of traction. There's a lot of attention being paid to Shein. In the beginning, many people thought that Temu was a copycat of Shein because they both sold goods from China using this direct-from-China shipping model. However, I think the competition has evolved quite differently now, and Temu has done business and operational innovation that has made others, including Shein, have to catch up." - Jing Yang Fresh out of the studio, Jing Yang, the Asia Bureau Chief from The Information shares the ongoing e-commerce war between Amazon and the upstarts: Shein and Temu across the global landscape. Starting from the origins of Shein and Temu, she explained how both companies first expanded to the US enabled by Amazon. Jing Yang breaks down how Temu gains total control over its suppliers and sellers and subsequently threatens Amazon's e-commerce dominance in the US market. Last but not least, she examined the fallout from the potential US ban on Shein and Temu from US lawmakers and the possibility of Shein's IPO in the US. Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup | |||
| How Netflix bring Asian Content to the Global Audience with Minyoung Kim | 18 Jun 2024 | 00:37:28 | |
“The most important lesson that I have learned is really Know your audience. You need to really understand your audience, and what they want because oftentimes the content executives make the mistake of programming for themselves rather than the audience. And I actually went through the exact same mistake when I first started, because I believed what I like is what audience like. So I think that's like the number one rule, really trying to understand the audience. That is number one. And as an individual, for me. I don't think it's only in Asia. I think globally building a relationship is really important. But trying to develop a relationship for the sake of a relationship never lands well. You can never, utilize the relationship. You build a relationship through great work and you build a relationship not only to get what you need but also to be able to say no.” - Minyoung Kim Fresh out of the studio, Minyoung Kim, Netflix’s VP of Content for the Asia Pacific (excluding India), shared her perspectives on how Netflix work with content creators across the Asia Pacific region and brings them to a global audience. In the same conversation, Minyoung discussed the importance of cultural adaptation and localization and provided behind-the-scenes insights into how the Squid Game became a global phenomenon starting from their focus on the Korean audience. Minyoung also addressed challenges faced by Asian content creators, offered her advice for aspiring filmmakers who want to collaborate with Netflix, and shared her thoughts on what great would look like for Netflix in the Asia Pacific. Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Google & Sustainability in Europe with Adam Elman | 13 Jun 2024 | 00:31:03 | |
"We have these very ambitious goals and we've spoken about a few, but there are many others in Europe. In particular, the E.U. and countries like the U.K. have very ambitious climate goals. For Google, we want to be part of the solution. So, good for me is, we make progress on our goals in our own operations, but we really want to help others. And we actually have this as a global goal rather than a regional goal, an ambition to help others save a "gigaton" worth of emissions every year from 2030 onwards. A "gigaton" is the emissions of Japan, just to put that in perspective. So, I want a big slug of that to come from the work we are doing in helping companies and other organizations and individuals within my region to help them make more sustainable choices." - Adam Elman Fresh out of the studio, Adam Elman, Head of Sustainability for EMEA at Google, shares the key initiatives of the company in Europe. We begin with Adam discussing his career journey, explaining how he came to lead key sustainability initiatives at Google and the innovative measures taken to enhance energy efficiency and reduce carbon emissions. He highlights the Environmental Insights Explorer, the challenges of achieving 100% renewable energy, and the role of AI in sustainability. Adam offers valuable advice for companies starting their sustainability journeys and emphasizes the importance of engagement, transparency, and accountability. Last but not least, he describes what great would look like for Google in its sustainability efforts. Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Executive Coaching in the Asia Pacific with Parin Mehta | 04 Jun 2024 | 00:53:06 | |
"I don't like to work with someone unless they're intrinsically motivated to do it. And so what I mean by that is, I don't think this is a service that you should sell to people. They should demand it and then they're looking in the market for someone to work with them. So I don't like to go out there and sell it per se. And so I used to get some early inbound from boards or investors to say, "Hey, we've got this person. We think they're struggling or we think they've got a bit more potential, they need some help." And then when I spoke to that person, it was very evident that they were reluctantly doing this. So you've got a bit of a principal-agent problem there, right? Where the person you're working with is not incentivized or motivated to do the work. And so I typically now say "no" to those things. What I might do is maybe get an introduction from the board, but then I'll check with the person I'm working with. "Do you want this right now? Are you motivated to do the work?" Because as you said, it is a lot of work on the coachee as well, right - to do the reflection work and, take action. I'm trying to avoid that principal-agent problem. I want to make sure that the person I'm working with is deeply interested and invested in driving some change." - Parin Mehta Fresh out of the studio, Parin Mehta, venture partner at Menyala and executive coach, shared his journey into executive coaching. He explained how his experiences inspired him to help leaders navigate their careers with intrinsic motivation and commitment, considering cultural nuances and the evolving business landscape. Parin discussed strategies for professional growth, the importance of peer mentorship, and his innovative approach to integrating AI into coaching. He also shared his vision of what success looks like for him as an executive coach in the Asia Pacific region. Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 You can find Parin on his LinkedIn: https://www.linkedin.com/in/parinjmehta/ and X (formerly known as Twitter): https://twitter.com/coachparin and more on him here: https://www.coachparin.com Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Product Management in a Scale-Up with Isaac Tay | 13 May 2024 | 01:06:17 | |
"If I were to summarize it, your job as a product manager is to deliver the right product to the right users, to solve the right problems at the right time. Now, your role is very contextual because you will focus on different parts of that statement, depending on the founders, the stage of life of the company, which industry it is and everything else. There are some core functional skill sets that you can't run away from, and you must have them. But I don't think there is a cookie-cutter template on what you must do to succeed in product management." - Isaac Tay Fresh out of the studio, Isaac Tay, VP of Product at Shopback shares his thoughts on how to be a product manager in a scale-up. Reflecting on his experiences as a co-founder in his former startup Honestbee, he offered his perspectives on the lessons he had learnt and what he could done differently. From there, he elucidates the concept of distance to understand how to align and work with teams across different cultures on building and developing products in different stages of maturity for a company. Isaac ties in his unique stint in stand-up comedy, revealing how it has influenced his professional life. Last but not least, Isaac shares what great would look like for product management in a scale-up. Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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. You can find Isaac on his LinkedIn: https://www.linkedin.com/in/isaactimothyt/ and X (formerly known as Twitter): https://twitter.com/isaacttsg and more on him here: https://www.isaactay.com/about/ Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Deploy and PropTech in 2024 with Jordan Kostelac | 01 May 2024 | 00:54:07 | |
"I think the biggest learning that I had, and, by extension, JLL [Jones Lang LaSalle] in my last capacity was that it's not sufficient to take these companies and then just let them in the door. You can't hand one of your business clients the keys and expect them to drive. So, one of the first cohort companies in Urban Lab was a robotics company, and we created a revenue-sharing agreement with them any property that you get into through us, there's a revenue share. But the downstream incentives weren't sufficient enough. We didn't provide enough tools to people who were actually interacting with the properties to then want to actually be able to do it. Most of them didn't even know about it. That speaks to the size of an organization like that. when you sit up in an organization, you sometimes forget that you can't just speak something into existence. You need a ground game ..." - Jordan Kostelac Fresh out of the studio, Jordan Kostelac, CEO and co-founder of Deploy, dives into the ever-evolving landscape of the real estate industry and the burgeoning proptech sector in 2024. Reflecting on his previous role as the Director of Technology at JLL Asia Pacific, Kostelac shares the key lessons learnt while leading various proptech initiatives and establishing the UrbanLab accelerator with Swire Properties and PingAn. He details his transition from JLL to founding Deploy, a startup that addresses the inefficiencies of deal sourcing and due diligence in the startup venture ecosystem starting from the PropTech sector. Last but not least, he shares what great would look like for Deploy moving forward. Audio Episode Highlights: You can find Jordan on his LinkedIn: https://www.linkedin.com/in/jkostelac/ and X (formerly known as Twitter): https://twitter.com/Scopelessness and more on Deploy here: https://deploycapital.online/ Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Akamai Cloud Computing & The Age of Edge AI with Jay Jenkins | 17 Apr 2024 | 00:45:41 | |
"So already this year we've rolled out 10 of these regions. So two in APJ and Kuala Lumpur and Hong Kong. But 75 of these locations by the end of the year along with our core computing regions will give us 100 locations where customers can run these workloads, and we're not going to stop there. So we're going to have hundreds of these regions over the next few years, and we're going to focus on those locations where hyper-scalers don't have compute. Africa and South America, for example, have been extremely underserved when it comes to computing capabilities. There's a huge potential for those countries if we could get them the compute. And that's exactly what we intend to do. But, those are extreme regions. Even in places like the U.S., which are well served by the hyper-scalers, there's certainly the middle of the U.S. which is ignored. In Southeast Asia, if you're in Singapore or Jakarta, you're served by everybody. But if you're in Vietnam, how are you served? If you're in Thailand, how are you served? The internet is inherently unfair. We want to make it more fair for our customers and our customers' customers." - Jay Jenkins Fresh off the studio, Jay Jenkins, CTO of Cloud Computing in Akamai, dives deep into the transformative potential of edge AI in a dynamic conversation on Akamai's latest technological advancements. Discussing the company's strategic edge computing platform, Gecko, Jenkins describes how it is redefining cloud computing paradigms by embedding capabilities directly into the edge network. He explores the broader implications of edge AI for real-time applications and generative AI technologies, highlighting Akamai's vision to support the burgeoning demands of data processing and AI inferencing at the network edge. With insights into early trials and future use cases, he shares how Akamai is set to revolutionize industries, from immersive retail to spatial computing and explores what great would look like for Akamai in cloud computing and AI at the edge. Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Saison Capital and Real World Asset Monetization in Crypto with Qin En Looi | 09 Apr 2024 | 00:46:32 | |
"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing licensed entities, whether they be licensed startups or even licensed institutions to provide their offerings to the retail. That's actually really good. Because it provides safeguards. We saw what happened last time when we didn't have those safeguards. So many retail investors lost money in FTX's spectacular blow-up, right? And that really hurt the space, that really hurt the trust, it really hurt the reputation of the space. So directionally it is inconvenient but necessary. For governments to I would say slow down or make access to retail a lot harder. Like in Singapore, we don't see any upcoming movements that crypto is going to be available to retail or easily available to retail anytime soon. We see the same in Hong Kong. The exception would of course be Dubai, but that's already more on the Middle East part, right? And then in the US, it's like a witch hunt. Basically, the long story short is it's still going to be very B2B2C driven, where the interface towards the masses, the retail, will still lie within licensed institutions." - Qin En Looi Fresh out of the studio, Qin En Looi, partner of Saison Capital, dives deep into the current developments and the future of Crypto and Web3 investments. He began with an overview of Saison Capital and its investment thesis. He shares how Saison Capital invests in the fintech and crypto space, and the current emergence of real-world asset (RWA) monetization, specifically in the tokenizing of physical assets on the chain. Last but not least, he shares what great would look like for Saison Capital. Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Digital Report 2024 and why Generative AI did not show up this time with Simon Kemp | 02 Apr 2024 | 01:07:12 | |
"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the media headlines. So I suppose my advice there is, never to accept clickbait at face value. If you're building a marketing plan, do your due diligence, and check the data because the data always surprises me. The one thing I know is that I'm always surprised. There's your key takeaway.” - Simon Kemp Fresh out of the studio, Simon Kemp, co-founder and CEO of Kepios joined us for the 7th year to discuss the Digital Report 2024 and its pivotal insights. The dialogue kicked off with Simon pondering AI's potential impact on his job, then swiftly moved to the report's core findings. Simon also explored how digital marketing and content strategies are evolving due to generational differences, underscoring the necessity for content creators to adapt across diverse social media channels. Last but not least, Simon addressed the current lack of comprehensive data to include generative AI in this year's report. Last but not least, Simon shared his anticipation for what's on the horizon in the coming year. Episode Highlights: You can find Simon Kemp at X (formerly known as Twitter): https://twitter.com/eskimon and LinkedIn: https://www.linkedin.com/in/eskimon/ and the Digital Report 2024: https://wearesocial.com/sg/blog/2024/01/digital-2024-5-billion-social-media-users/ Podcast Information: Bernard Leong hosts and produces the show. 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. Analyse Asia Main Site: https://analyse.asia | |||
| Is TikTok going to be banned in the US? An Asian Perspective with Jing Yang | 26 Mar 2024 | 00:47:54 | |
"If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right? TikTok has more than 1 billion users globally and then the US represents just a little over a 10th of that, 170 million. So I'm not saying that it's not going to impact TikTok and ByteDance. But does it pose an existential threat? Probably not. I believe given we already talked about how ByteDance has been super profitable. I think that, even if they get banned in the US, this is by no means the end of TikTok or ByteDance." - Jing Yang Fresh out of the studio, Jing Yang, the Asia Bureau Chief for The Information, provided an insightful analysis of the potential implications of the recent U.S. House of Representatives bill to force Bytedance to divest TikTok or face a ban in the US. Detailing a timeline of events, she illuminated how Bytedance and TikTok executives may have misinterpreted U.S. political signals. Despite Bytedance's profitability in China, she shed light on why TikTok is facing financial challenges and the complex dynamics between Bytedance and the investors of the company. Concluding her discussion, she offered her perspectives on the possible future of TikTok globally pending the outcome. Episode Highlights: You can find Jing Yang at X (formerly known as Twitter): https://x.com/jingyanghk and LinkedIn: https://www.linkedin.com/in/jing-yang-33548123/ and her articles on The Information: https://www.theinformation.com/u/Jing%20Yang?rc=fk3gq1 Podcast Information: Bernard Leong hosts and produces the show. 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. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia | |||
| Don't Ignore Asia Tech with Catherine Shu | 20 Mar 2024 | 00:50:51 | |
"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they failed in both China and Southeast Asia, where they were acquired by Didi in China and Grab in Southeast Asia. And then Facebook really fell flat on its face with a lot of markets with free basics, it undermined Net Neutrality and also assumed that consumers just because maybe they had to be price conscious, were willing to access only a handful of sites as opposed to having access to a free Internet. I think people also underestimate the influence that Asia has had in other parts of the world." - Catherine Shu Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future. Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future. Audio Episode Highlights: Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||
| Will the stocks from China recover & Asian Century Stocks with Michael Fritzell | 27 Feb 2024 | 00:52:16 | |
“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in the past. It will not go through the popular market, but it could well happen that you will see greater lending, perhaps in a select industries like autos or semiconductors, whatever it might be. But I've seen so many cycles at this point. I started investing in China in 2008. And 2007 was a boom, 2010, another boom, 2013 was a low in the Asian market. It felt very much like today. I would go to these conferences and meet local investors and they were just so despondent. I feel very much the same kind of sentiment today. People say there's nothing, they can't see anything positive and that's fine, but we can't predict the future.” - Michael Fritzell Fresh out of the studio, Michael Fritzell, Founder of Asian Century Stocks, shared invaluable insights in Asia's financial markets and discussed the recent tumultuous situation in Chinese equities and what the potential government responses are possible. He provided a high-level overview of the Asian stock market, contrasting it with markets in the US and Europe and stressed the importance of understanding corporate governance and the role of short-sellers in exposing corporate frauds in Asian markets. He delved deep with his unique insights into forensic accounting challenges and the future potential of Asian stocks and the dynamic and intricate nature of these evolving markets. Audio Episode Highlights: You can find Michael Fritzell's Asian Century Stocks: https://www.asiancenturystocks.com/ and on Linkedin: https://www.linkedin.com/in/michael-fritzell-1aab10/ and X: https://twitter.com/mikefritzell Podcast Information: Bernard Leong hosts and produces the show. 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 Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 | |||