Valerie Vu: Vietnam’s Tech Reforms, Energy Battles & Surviving Trump’s Tariff Shock – E629
"Right now, the biggest agenda is economic reform and growing the country's economy with double-digit GDP growth.
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Joshua Wang: Reprogramming Cancer, Biotech’s Funding Shift & Why AI Will Rewrite Biology – E628
"I actually think that cancer tries to evolve, it tries to trick the body. Going about it one way
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Dmitry Levit & Shiyan Koh: eFishery Fallout, Indonesia’s Growth Reset & Agritech’s Future - E627
"So they have a 7x, 10x, 12x capital efficiency. It does not mean every investor benefited equally or that
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Talent Gaps, AI Adoption & Southeast Asia’s Startup Winter, China Subsidies & Sequoia’s Split - E626
"India and Southeast Asia are still struggling because we have different languages. English is not the same as Thai,
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Southeast Asia Unicorns VS. China’s Time Machine, Golden Age Thesis & Fragmented Markets - E625
"If any of you have played Civilization or another computer game, there's something called the technology tree.
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Anonymous Q&A: Moving to Silicon Valley from Southeast Asia, USA Hiring & Visa Roadblocks and Talent Ecosystems – E624
"We cycle at 7 PM to midnight, and it's such a weird thing to do because in
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Portfolio Construction, Power Laws and Fund Differentiation in Venture Capital - E623
"So for the opportunity fund, we're going to double down. We've done 115 companies in
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Jianggan Li: China Price War Chaos, EV Subsidy Battles & Why Firms Flee Abroad – E622
" But you see the situation with actual wars, right? Once somebody starts, they expect a quick assault to win
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Gita Sjahrir: Indonesia Corruption Protests, eFishery Police Detention & Public Mistrust vs. Startup Governance – E621
"I meet with founders very often, and I have not met anyone this entire year who can raise easily—
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DJ Tan: $4.2M Fundraise Flavor House, Bean-Free Coffee Product-Market Fit & Climate Change vs. Food Tech – E620
"Folks have gotten allergic to being bashed on the head by greenwashing messages. They have seen the hypocrisy of
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Kristie Neo: Southeast Asia’s Mood Shift, Middle East Optimism & Gen Z’s AI Job Crunch – E619
"I think only the US and China deserve to be compared to each other, and we see that rivalry
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Rob Liu: Bootstrapping to Millions, Why Venture Capital Is Credit Card Debt, and Learning for Impact – E618
"I see venture capital as credit card debt. If you don't need to take it, don'
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