"People are like: "But Jeremy, what’s so good about Starlink? How big can it be? It’s only 3 million users." And I’m like: "If Starlink costs only about 50 bucks a month right now—yeah, you need a satellite dish, blah blah—but the receiver is getting smaller and smaller. At that price point, why do you even need Singtel? Why do you need any telco? Think about it. If they do their part right, and you tell me, 'Jeremy, I can get Singtel-level quality anywhere in the world for 50 bucks a month,' I’d say: 'Thank you very much, I’ve already switched.' That’s the crazy thing—they’re pushing for 10,000 satellites, and if they get there, everyone else is going to be giving up." - Jeremy Au, Host of BRAVE Southeast Asia Tech Podcast" - Jeremy Au
"When there’s a breach is exactly the number one moment when people are like, “Oh, time to buy cybersecurity.” The tricky part is that if someone has a data breach, it’s probably easier to sell them a product focused on data correction and recovery first, and then sell them the protection stuff later. Does it make sense? You have to think about when it happens and why it happens.” - Jeremy Au, Host of BRAVE Southeast Asia Tech Podcast" - Jeremy Au
"What you normally notice with startups—and this is quite different from many other companies—is that they’re always laser-focused on the number one problem. There’s always a new number one problem emerging, and startups are obsessed with identifying and solving it for the right person. They don’t care about the number two or three problems; they focus solely on the top priority. If it’s not the customer’s number one problem, the buying decision gets delayed. Understanding what the number one problem is—and who exactly is experiencing it—is absolutely critical.’ - Jeremy Au, Host of BRAVE Southeast Asia Tech Podcast" - Jeremy Au
In this episode, Jeremy Au speaks on the Southeast Asia Series B valley of death and VC bet market timing.
Keywords: Southeast Asia, Series B Valley of Death, VC Bet Market Timing, Singapore, VC, Thought Leadership
