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Valerie Vu: Vietnam’s Tech Reforms, Energy Battles & Surviving Trump’s Tariff Shock – E629
Season 1 Episode 629
Jeremy Au and Valerie Vu sit down in Singapore to examine how Southeast Asia’s private capital markets, Vietnam’s reforms, and regional politics are shaping investor sentiment and startup opportuniti…
Published on 3 months ago
Joshua Wang: Reprogramming Cancer, Biotech’s Funding Shift & Why AI Will Rewrite Biology – E628
Season 1 Episode 628
Jeremy Au and Joshua Wang reunite after three years to explore how biotech startups navigate scientific breakthroughs, funding challenges, and leadership growth. They discuss Joshua’s work at VerImmu…
Published on 3 months, 1 week ago
Dmitry Levit & Shiyan Koh: eFishery Fallout, Indonesia’s Growth Reset & Agritech’s Future - E627
Season 1 Episode 627
Jeremy Au, Shiyan Koh, and Dmitry Levit dissect the collapse of eFishery, the breakdown of Indonesia’s growth narrative, and the systemic risks that resurface in Southeast Asia’s venture ecosystem. T…
Published on 3 months, 1 week ago
Talent Gaps, AI Adoption & Southeast Asia’s Startup Winter, China Subsidies & Sequoia’s Split - E626
Season 1 Episode 626
Jeremy Au explored how talent, policy, and capital flows shape startup ecosystems across Southeast Asia, India, and China. The discussion covered talent strengths and weaknesses across countries, the…
Published on 3 months, 2 weeks ago
Southeast Asia Unicorns VS. China’s Time Machine, Golden Age Thesis & Fragmented Markets - E625
Season 1 Episode 625
Jeremy Au explored why venture capitalists hunt unicorns and how Southeast Asia fits into this global race. He discussed the Asia Partners golden age thesis, the importance of technology stack progre…
Published on 3 months, 2 weeks ago
Anonymous Q&A: Moving to Silicon Valley from Southeast Asia, USA Hiring & Visa Roadblocks and Talent Ecosystems – E624
Season 1 Episode 624
Jeremy Au and an anonymous guest discuss the challenges of pursuing career opportunities in the United States from Singapore. They talk about how visa rules limit options, why overseas LinkedIn appli…
Published on 3 months, 3 weeks ago
Portfolio Construction, Power Laws and Fund Differentiation in Venture Capital - E623
Season 1 Episode 623
Jeremy Au broke down how venture capital funds design LP decks, allocate capital, and differentiate themselves in competitive markets. The discussion covered portfolio construction math, capital call…
Published on 3 months, 3 weeks ago
Jianggan Li: China Price War Chaos, EV Subsidy Battles & Why Firms Flee Abroad – E622
Season 1 Episode 622
Jeremy Au and Jianggan explore why China business environment is locked in cycles of over-competition that destroy margins and push firms to seek growth abroad. They trace how JD, Meituan, and Alibab…
Published on 3 months, 3 weeks ago
Gita Sjahrir: Indonesia Corruption Protests, eFishery Police Detention & Public Mistrust vs. Startup Governance – E621
Season 1 Episode 621
Jeremy Au and Gita Sjahrir unpack Indonesia’s turbulence, from corruption scandals and startup economic uncertainty due to the collapse of eFishery. They contrast Singapore’s stability with Indonesia…
Published on 3 months, 4 weeks ago
DJ Tan: $4.2M Fundraise Flavor House, Bean-Free Coffee Product-Market Fit & Climate Change vs. Food Tech – E620
Season 1 Episode 620
Jeremy Au and DJ Tan sit down to discuss how Prefer grew from a bold bean-free coffee experiment into a flavor house tackling climate-threatened ingredients. They explore the evolution from naive pro…
Published on 4 months ago