"Why do we have to pick a side? There's a lot of shared goals between both parties like economic growth, making sure the world doesn't boil over, and feeding the people. There’s a deep underlying shared basis for a good negotiation between both parties. It just feels like we're just not getting there and we kind of lost that consensus. I'm an optimist. I hope that we reach that consensus again at some point of time where everyone figures out what shared basis and have that proper negotiation, but right now, people are being forced to pick sides. There’s a young tech operator who felt that if he chose to work at a Chinese company that's headquartered in Singapore, he will be disqualified from working at an American company later down." - Jeremy Au
"I always tell founders that they only have three jobs, but the number one is don't run out of money. And one way of not running out of money is being really good at raising money, and the other way having a sustainable business. So we're not in our zero interest rate environment anymore, but I think depending on who you are, you can't drink your own Kool Aid. If you're running the fundraising game, then there is an end point to it. The music does stop at some point, and so hopefully, you took advantage of all that cheap capital and built something that’s great and sustainable. And you didn't drink too much of your own Kool Aid." - Shiyan Koh
"It's great to get liquidity in any format in this environment for investors, but I think some of the benefits of being public may be more muted because there are compliance and reporting requirements that are actually non-trivial, that you have to do when you're publicly-traded. And as a microcap, you don't get a lot of research coverage because there's just a limit to how many stocks analysts can cover. And if you don't get coverage, then it's hard to get some bigger institutional holders." - Shiyan Koh
In this episode, Jeremy Au speaks on 51% of Southeast Asia favoring China (versus the USA), the Sequoia and GGV VC decoupling, and mobility competitor game theory with Shiyan Koh.
Keywords: 51% SE Asia Favor China vs USA, Sequoia GGV VC Decoupling, Mobility Competitor Game Theory, Shiyan Koh, China, USA, Singapore, VC, Thought Leadership
