"But if you look at Generative AI, that is fundamentally a different way that technology came about and it required a lot of investment without knowing what was going to transpire. So I've talked to a couple of people who are affiliated with various top AI labs in China, and I asked them the same question 'Well, why didn't you guys not create this?' And the universal answer was... honestly OpenAI themselves probably had no idea what was going to happen." - Rui Ma 

Fresh out of the studio, Rui Ma, China tech analyst and creator of Tech Buzz China, joined us to discuss how the China tech giants are evolving after the regulatory crackdown in the past three years. We start the conversation by examining why China missed the boat on ChatGPT with the tech giants now chasing after the same technology with their own variations. Next, we start to examine the key questions that everyone from the rest of the world wants to know about China tech from the possibility of a Tik Tok ban in the US to Tencent might follow suit from Alibaba in splitting their current conglomerate structure into different companies. 

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.

The Evolution of Tech Giants in China with Rui Ma

"I would say first of all Indonesia is probably one of the remaining opportunities in a huge market, that's more or less homogeneous with a population of 270 million. You have to look at the G D P per capita is around 4,000 and then the GDP (gross domestic product) growth itself: it's about 5%. So I think you are hard-pressed to find any other country that matches these three very promising criteria. I would say that secondly, on the technology side, a high level of digitization has taken place and internet penetration has grown very quickly, especially during covid. So we are about 70% internet penetration and the whole digital infrastructure is ready for companies to take advantage of them, by that I mean things like payments and logistics. Then I would say that there are other factors that make this market attractive more for the venture capital ecosystem. One is talent. I think you'll find the most number of entrepreneurs in Indonesia in the Southeast Asia region. Number two is you can find follow on capital. for early-stage investors, that's really important, right? Thirdly maybe most importantly, you can find a local exit market. So the IDX is open for iPOs and we've had three IPOs in the last two years. so I think those are the most attractive factors when you think about Indonesia as an emerging market." - Helen Wong

Fresh out of the studio, Helen Wong, managing partner from AC Ventures joined us in a conversation about AC Ventures and the firm's investment thesis onto the largest economy in Southeast Asia: Indonesia. Helen began with her background story from how she started in Silicon Valley, then moved to China and witnessed the rise of the Chinese tech scene. Following on, she explained her mental model in how she evaluates and invests in founders from the Indonesian tech scene. Last but not least, she discuss what great would look like for AC Ventures in Southeast Asia. 

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 Thomas G Craig.

AC Ventures & Investing into Indonesia with Helen Wong

01 11 2024 Pastor Paul Interview With Michael - Empire Strikes Back - Houthis - US- Britain

"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: 
[0:40] Quote of the Day #QOTD by Catherine Shu. 
[1:38] Introduction: Catherine Shu, former senior reporter for TechCrunch. 
[2:50] Her thoughts on the TechCrunch recent layoff. 
[5:04] Catherine’s future plans. 
[6:34] Catherine shares lessons from her career journey. 
[8:07] Inspiration behind her last article on TechCrunch: Don’t Ignore Asia Tech. 
[9:30] Western Perceptions Change on Asia Tech over the decade. 
[11:02] Early misconceptions about Asia Tech in the West. 
[12:44] Evolution of Asia Tech from Catherine’s perspective. 
[15:14] Tech Coverage in Taiwan. 
[17:17] The one thing about Asia tech Catherine knows but very few do. 
[19:41] Why China succeeded with WeChat as the super app. 
[23:26] The rise in TikTok globally for Chinese Tech. 
[26:40] Perspectives on TikTok recent potential ban. 
[27:26] What the West learned from the super app revolution in China. 
[28:52] Why China was caught flatfooted with OpenAI’s ChatGPT in AI. 
[30:14] The future of Chinese startups. 
[34:01] How the Indian tech market evolved over the past decade. 
[35:58] South Korean Startup Ecosystem. 
[39:00] Is there really a Southeast Asia tech story? 
[42:34] Advice for future correspondents covering Asia Tech. 
[44:32] What does great look like for Asia Tech? 
[46:30] 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/

Don't Ignore Asia Tech with Catherine Shu

https://www.youtube.com/watch?v=4iYQsbJZWJo&ab_channel=GarlandNixon



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Imperialists fight over Ukrainian resources Garland Nixon and Joti Brar Ep30

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.

Marxist analysis of current events and scientific socialist theoretical insights from the CPGB-ML. Get educated and get organised!

New tracks tagged #China Tech