Wow, you got Asianometry on the show. Great discussion with Jon Y on the global chip shortage!

Great conversation on TSMC - interesting discussion with Jon Y.

Great episode on global chip shortage, and why TSMC breaks out from the pack. Nice one Jon Y from Asianometry

"I think from an investor perspective, the biggest misconception would be to buy into a high score and think the company is truly sustainable because the reality with ESG is the data is self-reported. The data often is limited in terms of the range of disclosures. It's very selective. It's very manipulative because large companies with big CSR or sustainability departments, Can often manage the narrative around ESG better than smaller companies. There are a lot of geographic biases: developing countries tend to get poorer ratings and are usually penalized with a corruption or transparency type discount." - Ravi Chidambaram 

Fresh out of the studio, Ravi Chidambaram, CEO and founder of RIMM, joined us in a conversation to discuss ESG and climate adaptation investing across Asia Pacific. Ravi explained the current paradigms in the ESG space and dived deep into different topics such as climate change, water scarcity and carbon credits and where technology is leading. Last but not least, he provided the value proposition behind RIMM and how it helps companies from different sectors to do ESG reporting and aggregates the data for analytics and machine learning.   

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.

RIMM, ESG & Investment in Climate Adaptation with Ravi Chidambaram

"Without nodes, there's no blockchain. Without blockchain, there's no cryptocurrencies. Without cryptocurrencies, there's no web3. So nodes are the key core fundamental architecture and infrastructure for this ecosystem.  Whether you are a persona just trading around the tokens, you need nodes to be performing. So that when you do a trade, read-write transactions happen, you verify how many tokens are in your wallet." - Andrew Vranjes

Fresh out of the studio, Andrew Vranjes, VP of sales & general manager of Blockdaemon Asia Pacific, joined us in a conversation to discuss the business footprint of the company and break down everything on proof of stake. Andrew started from his background and discuss how he invests into web3 companies as an angel. Next, he discuss the importance of nodes and how Blockdaemon is able to ensure an institutional grade infrastructure for blockchain protocols and provide staking for different stakeholders within the web3 ecosystem. Last but not least, he discuss his thoughts on the Ethereum merge and what it means for the greater ecosystem. 

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.

Blockdaemon in Asia Pacific & Proof of Stake with Andrew Vranjes

"China's vision is basically to use the big data that it's harvested to enable its government to be just more nimble and more reactive to the demands of its citizens. So China's idea is, you know, if we collect enough data, we can spot problems and nip them in the bud even before they occur. Or we can spot, for example, a national security threat and nip that in the bud even before a terrorist is able to do anything." - Liza Lin

Fresh out of the studio, Liza Lin, senior correspondent at the Wall Street Journal, discuss the key themes of her new book, Surveillance State, co-authored with Josh Chin. We began the conversation on the motivation and inspiration behind the book and dived deep into the key stories of how AI and digital tools are adopted to maintain social control in China. Last but not least, Liza shares how these technologies developed by China are now exported across the world, foreshadowing the war between different political ideologies.  

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

Surveillance State with Liza Lin

"I think one of the things that TSMC does is that they tend to hit their targets. When they say they're gonna build something, they're gonna do something, they do it. I think that when you contrast that with other companies in the industry like for example, a particular company in America that says and sets a certain deadline and misses it repeatedly, that affects your credibility. TSMC has always said that they're gonna hit a certain number. It's like a pretty good chance that they'll hit it." - Jon Y &nbsp; Fresh out of the studio, Jon Y, the founder of Asianometry joined us to discuss TSMC and the global chip shortage happening across the world. Jon Y began the conversation with an overview of the semiconductors industry with the different key players in the space from SMIC in China to Samsung in Korea. Then he dived deep into TSMC and explained why it is hard to replicate the semiconductor foundry to other parts of the world and their competitive advantage in the market. Last but not least, he examined the end of Moore's law and the future of the semiconductor industry. 

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 Geoffrey Thomas Craig.

TSMC & Global Chip Shortage with Jon Y

"I'm actually not a believer of the web 2.0 turning into web 3. So these days a lot of companies are basically turning non-profitable web 2.0 companies and adding token elements into that and turning it into a web 3 company - and think issuing a token can flip the whole picture differently. I'm not a believer in that, the reason is that the user is coming on board with a different purpose. These people from the web 2.0, they don't care about whether they have tokens, they don't care about whether they're owning the assets." - Jessica Liu

Fresh out of the studio, Jessica Liu, the partner from AppWorks Ventures joined us in a discussion to probe deep into what it is like to invest in the Web3 space. We began with her backstory of how she transitioned from fintech into crypto as a venture capitalist. From there, she offered her perspectives on how the web3 space is evolving and why the web2 paradigm cannot be translated into the new mission of web3 in onboarding the next billion. Last but not least, Jessica reviews the different mechanisms of funding in web3 and how DAOs will evolve in the next wave post the current crypto downturn.  

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.

AppWorks Ventures & Deep Dive into Web3 with Jessica Liu

"So people don't mind going back to the office. But in Asia, the people who wanna go to the office the least are the people who are working in Northeast Asia. So in China, Taiwan, Hong Kong, Japan, Korea, those are ones that have more of a tough environment to work in, more of a bullying culture, the strict 9-9-6 in China (which I know is going away) but people are still expected to work a lot. ... They don't have that type of a great work life balance, and they don't wanna go back in. So it's really a difficult thing. There's dozens of different types of dependencies you would need to look at. We need to start this process because this isn't gonna go away. We're gonna keep transitioning to it, so we might as well put in a better plan to make sure that our return-to-work and hybrid models are successful." - Charles Anderson &nbsp; Fresh out of the studio, Charles Anderson, chief strategy officer of Eight Inc joined us to share his perspectives on the future of work. He shared how companies are struggling to cope with the post-pandemic era where they have to embrace hybrid and remote work and dive deep into the strategies for managing and retaining employees in this period of great resignation. Last but not least, he shared the critical trends in the technologies & social practices and what great looks such that it aligns with the future of work. 

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.

The Future of Work with Charles Anderson

"It's impossible today for any country to do it all on their own. And even if you looked at the United States, which is still the biggest player in the supply chain by far, it's still the case that the US can't do it all on its own. As you mentioned, it imports lithography equipment from the Netherlands. It imports chemicals and materials from Japan. And then the most advanced fabrication of processor chips is in Taiwan. So, no country can do it alone. And really no country is even close." - Chris Miller 

Fresh out of the studio, Chris Miller, associate professor of international history from Tufts University joined us in a conversation to discuss his new book "Chip War". Starting from the birth of Silicon Valley and the inability of the Soviet Union to develop its semiconductor ecosystem, Chris chronicled the story of semiconductors that brought forth the rise of Asia in the past few decades and how Japan, Korea and Taiwan built their expertise within the chip supply chain along with other key players. He brought us to the present state of affairs and explored whether China can develop their semiconductor industry by decoupling from the rest of the world and risk a conflict with the United States over Taiwan. Last but not least, he offered his perspectives on the future of the semiconductor industry. 

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 Geoffrey Thomas Craig.

Chip War with Chris Miller

"So, because I think the way I've always been thinking about this podcast is (as) a brand, I think we talked about it just now, the quality of the guests we curate is now a challenge for everyone who wants to get onto the show as well. And I've been very methodical about the selection of guests. I would rather have no episodes, but the quality of the guests must be there. And I'm very mindful of that and the topics I want to go for (are) very deep." - Bernard Leong 
Fresh out of the studio and we hit our 400th episode, both hosts of Analyse Asia: Carol Yin and Bernard Leong sat down to reflect on China and how the podcast has evolved over the past two years and reached this important milestone. We start with Carol's current work in China, the status of entrepreneurship there and what it is like living in China in the era of dynamic COVID-zero policy. Following on, Bernard and Carol discuss the state of Analyse Asia and outline the challenges ahead for the podcast specifically in the selection of guests, monetization model and whether we will hit the 500th episode. 

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.

Analyse Asia & China with Carol Yin & Bernard Leong

"My version of success here is to build the most valuable data set in web3. Hopefully, if we do our jobs right, it'll probably be just one of the most valuable data sets in the world, period. When we look at Google Street View, this is an ecosystem, a platform, where there is probably so much low-hanging fruit - gems that can be extracted to build really great businesses, unlock new experiences, to advance the human condition. When it comes to computing, I fundamentally believe it has not been innovated even close to that first inning in terms of like, the baseball, &nbsp;I want to create that data set. I want to then generate the Metaverse maps of the world from it, and then I wanna be able to push them into different use cases that just make new things possible." - Alex Chung 

Fresh out of the studio, Alex Chung, founder and CEO of Reality Platforms joined us in a conversation and share the backstory of his company and his perspectives on decentralized mapping in the metaverse. Alex dived deep into the weeds into how decentralized mapping works and the use cases that Reality Platforms are targeting on. Last but not least, he elucidates the key trends in the current dynamic web3 market and the mental models that builders need to have in order to navigate an uncertain and difficult market ahead. &nbsp; Editor's note: This interview is done before the FTX implosion. The discussion does not take into account what has transpired in the past 2 weeks.

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.

Reality Platforms and Decentralized Mapping in the Metaverse with Alex Chung

"Because you can learn the hard skills, but if you don't know what holds you back, you don't know who you are, you don't know what your triggers are, you don't know what motivates you, what upsets you. How do you bring the best version of yourself every single day to what you do and get better? ... We need to pay attention to that because the whole idea is you cannot anticipate change ahead of you, but you gotta learn how to ride the waves of change ahead of you more gracefully. So you don't want the waves to come slamming at you, but you need to turn around and ensure that when they come, you can manoeuvre, you can ride the waves to change." - Haresh Khoobchandani

Fresh out of the studio, Haresh Khoobchandani, vice president of Autodesk Asia Pacific joined us to discuss the business footprint of Autodesk in Asia Pacific and his new book "Growth by Choice". The conversation sets off with Haresh discussing his career trajectory and the inspiration behind writing his book "Growth by Choice" and providing strategies for those who are navigating their careers in the midst of a post-pandemic world. Last but not least, Haresh shared how Autodesk is helping businesses to transform in the Asia Pacific digitally.  

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.

Autodesk in Asia Pacific & Growth by Choice with Haresh Khoobchandani

"What we did instead is we did not. The market rallied. We were just clouded in our judgment and we were not scaling the firm the way we should have. So that was probably one big one. The other one was after the liquidation I should have just had blinders on to the media and focused on creditors only and probably just had a round table and said these are what I think the options are. What do you think the options are? And if that were the case I think we probably wouldn't be in bankruptcy. We would've found one of the solutions that I just mentioned." - Kyle Davies 

Fresh out of the studio, Kyle Davies, co-founder of 3 Arrows Capital aka 3AC, joined us in a discussion to discuss their firm's demise in June 2022 and its aftermath after filing Chapter 15 bankruptcy. He explained why and how the firm's thesis on the crypto super cycle failed with the Luna-Terra collapse and offered his thoughts on the current meltdown of the crypto markets amid the ongoing meltdown. Last but not least, he offered his responses to several allegations and why he challenged the hosts of "On the Brink" podcast on a debate about BlockFi and his perspectives on the current state of crypto post-FTX-collapse. 

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 for both audio and video formats by G Thomas Craig. For the first time, we have this episode recorded in video format. 

Our host Bernard Leong's disclosure and excerpts on the opening for this podcast: "Welcome to Analyse Asia, the premiere podcast dedicated to dissecting the pulse of business, technology, and media in Asia. I am Bernard Leong and today’s conversation totally deviates from my usual format. ... Under normal circumstances, I would have them dig into their investment thesis, career highlights, and how they are helping the crypto ecosystem. But today we will (mostly) focus on the demise of 3AC from Kyle’s point of view. One quick disclaimer before we start: I am a web3 investor and retail crypto investor but I do not have any business dealings with Su or Kyle or 3AC. I have my own opinions on the recent crypto crash & the players involved but I won't be sharing my perspectives today. The aim is to let Kyle share his story from his perspective and let the audience decide for themselves. Of course, everything that we discuss here does not constitute investment advice but for informational purposes only, so do your own research (DYOR). ... "

The 3AC Demise with Kyle Davies

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.

TSMC & Global Chip Shortage with Jon Y

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