Really loved this conversation and the Chinese startups are going to have hard time in finding banks to put their money in.

SVB is really global and not a regional bank in the US. American exceptionalism

"Look, I think this is a long game. A lot of times you don't see the results until you're a few years out. At the same time, the fundraising game is a very short game, which means you want the short results very quickly. So the LP sees that you are ahead of the pack in fundamentally what is a very long game. So there's a huge disconnect there. and I think the pressure has always been there to show short term results in the long term game." - Lim Kuo-Yi  

Fresh out of the studio, Lim Kuo-Yi, co-founder & managing partner of Monk's Hill Ventures, discuss the next evolution of the venture firm and dived into his perspectives on investing into an uncertain time across Southeast Asia. We dived deep into Kuo-Yi's background as a venture capitalist from public sector to the private sector and hear his mental model in how he indexes founders and startup teams and valuation of companies. Last but not least, Kuo-Yi reflects on how the startup ecosystem in Southeast Asia is changing after the key exits in the last decade. 

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is mixed & edited by Geoffrey Thomas Craig.

Monk’s Hill Ventures & Investing into an uncertain era in Southeast Asia with Lim Kuo-Yi

"For me, it's only about daily active users. I feel in the next five years, especially for the whole ecosystem. I'm not talking about Polygon first - let's say for the whole blockchain ecosystem… In [the] next five years, if we don't reach somewhere between 50 to 100 million users, I think we would've failed very badly. So all apps. I'm talking about all apps in all ecosystems, layer one, layer two, all the apps - payments, Bitcoin, everything included. We should have 50 to 100 million daily active users. Obviously, for Polygon, we want to capture as much market share out of that: 50 to 100 million. If Polygon remains the number one adopted amongst those daily active users, it will be a great scenario for Polygon." - Sandeep Nailwal 

Fresh out of the studio, Sandeep Nailwal, co-founder of Polygon joined us to discuss the origin story of the Polygon blockchain and its evolution as a layer-2 chain for builders out there. Sandeep started with his backstory and how it led to the creation of the polygon blockchain followed by the subsequent evolution into a layer-2 chain within the Ethereum ecosystem. He shared his perspectives on the key trends of web3 and offered advice to builders there on how they should navigate in the midst of the current crypto downturn. Last but not least, he shared what great would look like for Polygon in the next few years.  

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. Sound credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited by Thomas Geoffrey Craig.

Polygon with Sandeep Nailwal

"The vision is to future proof global real estate. Now why real estate? One thinks that it's just one industry, right? Well, it's 300 trillion dollars. There is no asset class, no industry that is remotely as valuable. Not all the treasury bonds in the world, not all the stock exchanges in the world, and not all the real GDP of the economies of the world add up to the value of global land and property assets: 300 trillion dollars. Now, what will any of it be worth tomorrow, one year from now, five years from now, 10 years from now in different places in the world? We used to have a pretty stable answer to these questions. The truth is the valuation model is broken because it's very antiquated, and not only is the appraisal or valuation model broken, it's even more broken because it never took climate change into consideration." - Parag Khanna  

Fresh out of the studio, Parag Khanna, founder and CEO of Climate Alpha unveils the story of his new company which leverages artificial intelligence to decipher how real estate will transform amid climate adaptation. Parag offers his observations on the ongoing global issues from the potential resolution of the Ukraine-Russia war to the easing of tensions on the Taiwan straits. Last but not least, he comments on the recent COP27 conference and offers his view on what great looks like for Climate Alpha. 

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. 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.

Climate Alpha with Parag Khanna

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

Fresh out of the studio, Kelly Choo, the founding partner from True Global Ventures shares the backstory of how the fund came together with its investment thesis on investing in repeat serial entrepreneurs. Kelly begins with the story of his career journey as both an entrepreneur and now as an investor, and how he works with his profile companies. Last but not least, he offers his perspectives on the investment outlook for web3 and crypto companies in 2023. 

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. 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.

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

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

Qualtrics & Experience Management in the Asia Pacific with Brigid Archibald

"Mapping the world is really an infinite exercise. We're on this journey to create this digital representation of the physical world - buildings, places, things, everything. This is going to be very critical. And that extra precision, that greater resolution as we support businesses to comply with all sorts of things - be it even new regulations ... And then of course, the other key trend is the ongoing rise of AI and automation. And as you have better insights and location, that will support better optimization of supply chains and those smart cities and all sort of stuff that will lean on location technology." - Jason Jameson 

Fresh out of the studio, Jason Jameson, general manager, and senior vice president for Asia Pacific in HERE Technologies discussed the company's focus to broaden the location intelligence across the Asia Pacific and talked about the key trends in the digital map-making space. We start off with Jason's background from IBM to HERE Technologies and then dive deep into the current developments in the region. Last but not least, he shares where the digital map-making industry will be heading and how it will impact autonomous driving and smart cities in the future.   

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. 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 Technologies and Digital Map-Making in the Asia Pacific with Jason Jameson

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

Fresh out of the studio, Tim Culpan, the Bloomberg columnist, joined us to discuss how the tech giants from China (Huawei, YMTC) and Taiwan (Foxconn, TSMC) are navigating a fragile global supply chain. Starting our conversation, Tim examined how Foxconn and TSMC are making key moves to ensure the resiliency of the global supply chain from contract manufacturing to semiconductors. As we moved on, Tim provided a glimpse into how the Chinese tech giants, Huawei and SMIC are addressing the same challenges and examined the key strategy for China to develop its own semiconductors. Last but not least, Tim broke down the amount of money that Warren Buffett from Berkshire Hathaway had left on the table after retreating from his recent position in TSMC.   

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in the audio format by Thomas Geoffrey Craig.

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

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

Fresh out of the studio, Federico Ast, founder of Kleros returned to the podcast to share the story of Kleros over the past few years and where it is heading as a decentralized arbitration service in the web3 and crypto economy. He dived deep into the concept of proof of humanity and how it helps to resolve identity verification and explored the implications of how Kleros has transformed the legal landscape from a landmark case in Mexico resolved by the protocol to advising the United Nations. Last but not least, Federico shared the new use cases relating to tokenized physical assets with Kleros and shared what great looks like for Kleros in the future.   

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by Thomas Geoffrey Craig.

Kleros 2.0 & Decentralized Arbitration in Web3 with Federico Ast

Fresh out of the studio and this is an emergency podcast, Shai Oster from The Information discusses the fallout coming from the collapse of Silicon Valley Bank over the past weekend, and what it means for the venture capitalists and startups in Asia Pacific. We dived into what happened to Silicon Valley Bank, the aftermath of the intervention of the regulators on 12 March 2023 and what would have happened to the startup ecosystem across China, India and Southeast Asia if the US regulators did not intervene. 

Podcast Information: The show is hosted and produced by Bernard and Carol Yin. 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.

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

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

Fresh out of the studio, Lee Wong, head of family services from Lombard Odier and Co, joined us to discuss the firm's footprint in the Asia Pacific and the key trends in family offices across the Asia Pacific. We began with Lee Wong's background and how she entered into the private banking sector as a lawyer, specializing in the family offices industry. From there, she provided a comprehensive background on how family offices are built in the Asia Pacific, their purpose and structure with the right governance and framework to ensure their longevity. Last, but not least, Lee Wong shared the key trends in how the family offices market is growing in the Asia Pacific and what it means for the future due to the current geopolitical volatility.

Podcast Information: The show is hosted and produced by Bernard Leong. 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.

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

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

Fresh out of the studio, we had the pleasure of hosting Colin Daniels, the managing director of SXSW Sydney, who enthusiastically shed light on how the famous SXSW conference plans to make its debut in the Asia Pacific via Sydney. Unfolding the layers of planning and coordination involved, Colin gave us a sneak peek of what participants can look forward to - from film and music to arts, culture, technology, and innovation. Last but not least, Colin described what success would look like for the first-ever SXSW Sydney happening in October 2023. 

Podcast Information: The show is hosted and produced by Bernard Leong and Carol Yin. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by  Thomas G Craig.

How SXSW comes to Sydney with Colin Daniels

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.

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

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