Bytedance

The second playlist of Analyse Asia 2 starts from Episode 251 onwards.

Analyse Asia Playlist 2

"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: 
[0:55] Quote of the Day #QOTD by Simon Kemp. 
[1:22] Introduction to Simon Kemp, co-founder and CEO of Kepios. 
[2:59] Are we going to be replaced by AI? 
[3:57] Key Takeaways for Digital 2024 report. 
[5:14] TikTok is still growing quickly despite the headwinds. 
[10:20] Mobile and social media are still growing especially in India. 
[12:43] Trendlines for e-commerce and search engine use. 
[15:22] How do you add generative AI to search engine use, for example, Perplexity AI? 
[17:51] Do generational differences in online behaviour change how digital marketing and content strategies work? 
[21:14] How do content creators adapt and decide which social media platforms to use? 
[23:43] Why the horizontal approach of broadcasting across all social media does not work anymore? 
[28:16] Success on any social media platform is based on chance and preparation. 
[32:04] Implications of TikTok’s potential ban in the US and how users shift from one platform to another. 
[35:25] From X (formerly known as Twitter) to Threads and TikTok to YouTube Shorts and Instagram Reels. 
[36:39] Insights on WeChat, Discord, and Telegram. 
[44:59] LinkedIn: a B2B social media platform for engagement but don’t discount YouTube. 
[48:57] The One Thing that Simon Kemp knows about Digital Report 2024 that very few do? 
[50:04] Why Generative AI usage is not in the Digital 2024 report. 
[54:59] Is Generative AI a new paradigm or should it be incorporated into existing digital use cases? 
[60:30] How Generative AI changes digital marketing, branding and advertising. 
[64:17] What Simon wished to add in the Digital 2024 but could not. 
[65:40] Closing. 

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 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

Digital Report 2024 and why Generative AI did not show up this time with Simon Kemp

"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: [0:00] Quote of the Day by Qin En Loi. #QOTD [1:20] Introduction: Qin En Looi from Saison Capital. [4:09] From entrepreneur to VC. [5:40] Lessons from Qin En’s career journey. [7:15] Overview of Saison Capital as a corporate VC and investment thesis. [11:10] Definition of Crypto, Web3 and Real World Assets (RWA) monetization. [14:40] Typical day as a VC for Qin En Looi. [17:53] Choice of Blockchains (L2, Alt-L1) for Development. [22:02] Web 2.0 vs Web3. [23:07] Case studies in Web3 and Crypto. [26:54] How Web3 model can reduce operational costs in TradFi. [31:27] Challenges of RWA in different crypto markets. [35:26] Fractional Ownership and Illiquidity in RWA. [36:02] Trends in Web3/Crypto and RWA. [39:45] The one thing that Qin En Looi know about RWA and Web3. [41:45] Role of Web3 in the Finance Industry. [43:06] What does great look like for Saison Capital? [43:45] Closing 

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 &amp; 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 

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Saison Capital and Real World Asset Monetization in Crypto with Qin En Looi

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.

"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

Audio Episode Highlights:
[0:40] Quote of the Day #QOTD by Jay Jenkins.
[1:45] Introduction: Jay Jenkins, CTO of Cloud Computing from Akamai.
[4:29] Lessons learnt from Jay’s career journey.
[6:31] Total Market Opportunity for AI at the Edge and Akamai’s value proposition.
[8:55] Introduction to Akamai and its global footprint.
[11:18] Jay’s role as global CTO in Cloud Computing and future vision.
[16:23] Generalized Edge Compute aka Gecko and why it differs from the hyper-scalers such as AWS.
[19:53] How Gecko enhances the user experience in terms of performance and latency.
[22:59] Challenges to integrate cloud native computing at a massive edge network.
[25:38] Lessons learned from Gecko’s early trials with enterprise customers of Akamai.
[28:01] Applications of Gecko beyond immersive retail.
[30:33] The One Thing that Jay knows about Gecko in generalized edge computing that very few do.
[33:07] Generative AI with Akamai Gecko’s platform.
[37:30] Inference at the edge with Large Language Models (LLMs).
[39:41] Role of Edge Computing for real-time AI processes.
[41:47] What does great look like for Akamai in the cloud computing space.
[43:53] Closing.

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 


Akamai Cloud Computing & The Age of Edge AI with Jay Jenkins

"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: 
[0:44] Quote of the Day by Jordan Kostelac #QOTD. 
[1:41] Introduction: Jordan Kostelac, CEO of Deploy. 
[5:03] Career Evolution from PropTech in JLL Asia Pacific to Deploy. 
[8:43] Lessons from Jordan Kostelac’s career journey. 
[11:22] Overview of the Real Estate Industry and Proptech in 2024. 
[17:34] Role of Technology in Real Estate: From Projects in JLL to the Formation of Urban Lab. 
[28:53] How startups need to navigate corporate partnerships. 
[31:20] How to evaluate and invest in PropTech startups. 
[33:54] Trends shaping the PropTech industry in the Asia Pacific. 
[37:08] How Jordan started his new venture, Deploy based on his experiences in Urban Lab. 
[40:17] How Bridgewater Associates’ Dots and other systems such as Kudos inspire Jordan to work out the mechanics for Deploy. 
[45:27] Deploy’s value proposition and its current progress. 
[51:53] What does great look like for Deploy? 
[53:17] Closing Thoughts and Recommendations. 

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 &amp; 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 

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Deploy and PropTech in 2024 with Jordan Kostelac

"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: 
[0:50] Quote of the Day #QOTD by Isaac Tay. 
[1:21] Introduction: Isaac Tay, VP of Product at Shopback. 
[7:40] Isaac's Adventure in Stand-Up Comedy and Travel. 
[9:10] Lessons from Isaac Tay’s career journey. 
[10:34] Founding, Evolution, and Collapse of Honestbee. 
[15:26] What could you have done differently with Honestbee? 
[18:15] Navigating the complexities of product management. 
[25:06] Product Management in different stages of a company. 
[30:23] Refining Product Strategy in a Fast-Paced Environment. 
[33:06] Advice for Aspiring Product Managers. 
[34:00] Essential Skills for Aspiring Product Managers. 
[35:18] The Importance of Technical Skills in Product Management. 
[38:33] The Role of Distance in Product Management. 
[39:40] Understanding and Managing Different Types of Distance. 
[44:37] The Challenge of Remote Work and Communication. 
[48:06] Evolving Leadership Styles and Building Cohesive Teams. 
[54:16] Balancing Professional Growth with Personal Interests. 
[59:29] Insights on Great Product Management and Leadership. 
[61:00] Closing. 

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 
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Product Management in a Scale-Up with Isaac Tay

James Hull from Hullx and co-host of China Tech Investor podcast joined us in a discussion on whether we should replace Baidu with Bytedance in the BAT China. Starting with the question, James dived deep into the business structures of Baidu and Bytedance and examined whether Baidu has lost their edge as one of the three tech giants of China. In the same conversation, James offered his perspectives on how Bytedance will replace Baidu in the future.

Analyse Asia Podcast

Should we replace Baidu with Bytedance in BAT China? with James Hull

A weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.