Analyse Podcast
Episodes
The State of China in 2022 with Shai Oster
14 Dec 2022
Contributed by Lukas
"If you look at over 30 years, China equities have returned zero, basically gone up and gone back down to where it was 30 years ago. It was shoc...
The 3AC Demise with Kyle Davies
08 Dec 2022
Contributed by Lukas
"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. ...
Polygon with Sandeep Nailwal
05 Dec 2022
Contributed by Lukas
"For me, it's only about daily active users. I feel in the next five years, especially for the whole ecosystem. I'm not talking about Polygon first - ...
Roche Pharmaceuticals and Transforming Healthcare in Asia Pacific with Ahmed Elhusseiny
29 Nov 2022
Contributed by Lukas
"Because of the pandemic, we all became patients. We all became aware of diagnostic tools [and] therapeutic interventions. The level of awarenes...
ServiceNow & the Rise of Digital-native companies in the Asia Pacific with Mitch Young
24 Nov 2022
Contributed by Lukas
"If you think about a modern digital business, what does that mean? Well, it translates to personalized, proactive service and support. At a minimum, ...
Autodesk in Asia Pacific & Growth by Choice with Haresh Khoobchandani
21 Nov 2022
Contributed by Lukas
"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, ...
Reality Platforms and Decentralized Mapping in the Metaverse with Alex Chung
16 Nov 2022
Contributed by Lukas
"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...
Analyse Asia & China with Carol Yin & Bernard Leong
11 Nov 2022
Contributed by Lukas
"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 gue...
ADDX & Private Markets in the Asia Pacific with Choo Oi-Yee
07 Nov 2022
Contributed by Lukas
"And so we see the private market as a very interesting space because as I said, if everybody had 20% of their portfolio in private markets, we're mov...
Chip War with Chris Miller
03 Nov 2022
Contributed by Lukas
"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 th...
The e-Conomy SEA Report 2022 with Stephanie Davis and Florian Hoppe
31 Oct 2022
Contributed by Lukas
"First forecasted back in 2016, we had anticipated the 200 billion by 2025. It also stands out to us that the digital economy grew 20% year on year. A...
The Future of Work with Charles Anderson
24 Oct 2022
Contributed by Lukas
"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 Northea...
AppWorks Ventures & Deep Dive into Web3 with Jessica Liu
20 Oct 2022
Contributed by Lukas
"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 companie...
TSMC & Global Chip Shortage with Jon Y
12 Oct 2022
Contributed by Lukas
"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 someth...
Surveillance State with Liza Lin
07 Oct 2022
Contributed by Lukas
"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 ...
Flashpoints & Supply Chain Challenges in Asia Pacific with James Crabtree
04 Oct 2022
Contributed by Lukas
"More generally, this air of crisis is just going to force companies to look again at the wisdom of supply chains, which crisscross Asia in a way that...
QCP Capital & Crypto Derivatives Investing in the Asia Pacific with Darius Sit
26 Sep 2022
Contributed by Lukas
"Strategy wise. This is the path that we went through. We started looking at options because we wanted to possibly buy options to hedge our balance sh...
Blockdaemon in Asia Pacific & Proof of Stake with Andrew Vranjes
20 Sep 2022
Contributed by Lukas
"Without nodes, there's no blockchain. Without blockchain, there's no cryptocurrencies. Without cryptocurrencies, there's no web3. So nodes are the ke...
SAP in the Asia Pacific, Sustainability & the Future of Work with Paul Marriott
15 Sep 2022
Contributed by Lukas
"So these three things, continue the digital transformation, the business networks and the supply chain resilience, both of those underpinning solving...
Can we invest into tech startups in China? with Rui Ma
07 Sep 2022
Contributed by Lukas
"China is doing exactly what you said, it is trying to basically have backups for choke point technologies, so that in the case of sanctions, it is no...
Monk’s Hill Ventures & Investing into an uncertain era in Southeast Asia with Lim Kuo-Yi
01 Sep 2022
Contributed by Lukas
"Look, I think this is a long game. A lot of times you don't see the results until you're a few years out. At the same time, the fundraising game is a...
RIMM, ESG & Investment in Climate Adaptation with Ravi Chidambaram
26 Aug 2022
Contributed by Lukas
"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 State of Digital Across Asia Pacific in 2022 with Simon Kemp
19 Aug 2022
Contributed by Lukas
"The reality is you've got the same person using multiple platforms. Now you can either then look at that and say, I can show the same ad to the same ...
The BNB Chain & Investing in Web3 with Gwendolyn Regina
13 Aug 2022
Contributed by Lukas
"I think imperative that as an ecosystem, blockchain Web3 ecosystem, we're all growing together. I would love to see , more bridges with BNB chain and...
Decentralized Finance: Past, Present & Future with Rawson Haverty
17 Jul 2022
Contributed by Lukas
"Once you reach scalability in blockchain, it should be portable over to decentralized rails. Just like the vast majority of business models tha...
The Crypto Contagion with Cosmo Jiang
06 Jul 2022
Contributed by Lukas
"The reason for that is that all the businesses in crypto are tied primarily to trading and speculation of crypto rather than any productive use cases...
Fundnel, Valuation & Liquidity of Private Markets in Southeast Asia with Kelvin Lee
30 Jun 2022
Contributed by Lukas
"The core purpose of exchanges must be to create jobs. If it's not creating jobs, if it is really just trading derivatives, where is the value c...
Ion Mobility & the Electric Vehicles market in Southeast Asia with James Chan
24 Jun 2022
Contributed by Lukas
"I always think about the pandemic - this Thanos -level finger snap, where everyone's brought back to square one. During this difficult past two years...
The Zilingo Debacle with Ka Kay Lum
17 Jun 2022
Contributed by Lukas
"To me. The role of a board should be a sounding board to founders. It's very hard for us to assume that founders know everything which is why the com...
The XA Network & Angel Investor Landscape with Alap Bharadwaj, Tony Zameczkowski & Belinda Ong
29 May 2022
Contributed by Lukas
"From an evolution standpoint, I feel strongly about the fact that more participants, more diversity and more evolution is always a good thing. I am l...
Chain Debrief, Enlightened Rats, Metajam & Crypto Crash with Jacky Yap
19 May 2022
Contributed by Lukas
"We teach people about all things crypto, like we do a lot of stuff like how to do an uniswap, how to get your first NFT, which exchange is the ...
Two Corporate Cultures & Angel Investing in Southeast Asia with Yaw Yeo
13 May 2022
Contributed by Lukas
"If you look at the tech universe revolves around the U S and China, I spent a lot time almost 10 years in the [Silicon] valley ecosystem. But I haven...
Solana with Raj Gokal
01 May 2022
Contributed by Lukas
"We have an intuition that at like a hundred million users with self custody signing their own transactions every day at those numbers, a hundred mill...
Forge Ventures & Early Stage Investing in Southeast Asia with Tiang Lim Foo
22 Apr 2022
Contributed by Lukas
"As a seed fund, we will always be small. ... and that's done with the intent of building towards product market fit. we talk a lot about product mark...
Don't Quit Your Day Job with Aliza Knox
14 Apr 2022
Contributed by Lukas
"I have lots of different people that I go to and I think that board of directors is really important. It's not the only social capital, but that's so...
Iterative Capital & Building the Entrepreneurial Community in Southeast Asia with Brian Ma
08 Apr 2022
Contributed by Lukas
"So literally we have this planned out, we have a ten-year plan and in ten-year plan, we want to be able to deploy about $2 billion in AUM. We think i...
GajiGesa and Fintech for the Unbanked across Southeast Asia with Vidit Agrawal
31 Mar 2022
Contributed by Lukas
"First, I think happy employee and employer partners, for us, great customer experience is important. Secondly, technology driven products that improv...
Insignia Ventures and the Southeast Asia Entrepreneurial Ecosystem with Tan Yinglan
23 Mar 2022
Contributed by Lukas
"... One of our mantra is we don't build good companies. We build great companies. I think the beauty is that we have seen enough companies to realize...
Great Protocol Politics with Parag Khanna
19 Mar 2022
Contributed by Lukas
"But what I would want everyone to take away from this is that you have the geopolitics, the geoeconomics and the geo technology as a triangle, three ...
Una Brands and the Ecommerce Aggregator Supply Chain in Asia Pacific with Kiren Tanna
12 Mar 2022
Contributed by Lukas
"As well as in terms of profitability, we've been able to grow the brands as well as make them more profitable. So having a track record really matter...
Community in a Box with March Birch
05 Mar 2022
Contributed by Lukas
"The key theme is you can be incredibly successful with the community, but you have to be intentional. Oftentimes what happened in my experience of ob...
South China Morning Post's Digital Transformation Journey with Gary Liu
24 Feb 2022
Contributed by Lukas
"I believe that we have made great change. I think five years is going to be the same, I think in five years when we look back, even if it doesn't loo...
Global Coin Research & Web3 101 with Joyce Yang, Jin Kang & Daniel Kim
19 Feb 2022
Contributed by Lukas
"I want GCR to build its brand verbally from the founders that we support. And we don't even ever have to promote ourselves at any point, it's that fo...
Pace Enterprise & the Future of Finance in Asia Pacific with Turochas Fuad
13 Feb 2022
Contributed by Lukas
"If the goal is to really democratize finance of businesses and consumers imagine that Mastercard and Visa has built an interchange network to facilit...
Rainforest & the rise of Ecommerce Aggregators in Asia Pacific with JJ Chai
07 Feb 2022
Contributed by Lukas
But fundamentally the core of the business, at least the way we see it, is that, we need to be great operators of these brands as a start, in fact the...
AppWorks & Investing in Web3 with Jamie Lin
18 Jan 2022
Contributed by Lukas
"So as of today, I think the choice between DAO and equity is how bullish you are in the project. So if you're thinking that companies launching its f...
Meta & What the Metaverse Opportunity means for Asia Pacific with Dan Neary
09 Jan 2022
Contributed by Lukas
"The important thing is, look, our mission hasn't changed. We're still focusing on helping people connect and finding communities and, and grow busine...
The State of China in 2021 with Shai Oster
02 Jan 2022
Contributed by Lukas
"There's definitely decoupling happening in terms of tech. And I actually was really skeptical of the coupling until this year. And I'm like, wow, you...
Yield Guild Games & the Crypto Gaming Metaverse with Gabby Dizon
27 Dec 2021
Contributed by Lukas
"You're actually helping people, escape, lockdown, escape, poverty, and most of all, you're providing equal economic access to crypto based economies ...
Axie Infinity & the Play to Earn Metaverse with Aleksander Larsen
20 Dec 2021
Contributed by Lukas
"And right now the internet is the metaverse to an extent. The only difference here is that it's not truly decentralized and you didn't have ownership...
Evergrande's endgame with Ren Liqian
15 Dec 2021
Contributed by Lukas
"I will say that in the end, the Evergrande situation will be similar, particularly to like HNA group. So I think right now they have not filed for an...
Move with Parag Khanna
11 Dec 2021
Contributed by Lukas
Fresh out of the studio, Parag Khanna, founder and managing partner of Futuremap and celebrated author of various books, joined us to discuss his new ...
Why Cloud Computing & SAAS are different in China with Lillian Li
07 Dec 2021
Contributed by Lukas
Fresh out of the studio, Lillian Li, founder of the Chinese Characteristics newsletter joined us in a conversation to explain why cloud computing and ...
Xfers and the launch of StraitsX XSGD with Liu Tianwei
30 Nov 2021
Contributed by Lukas
"So I think from a market perspective, Southeast Asia is still in its early stages. We probably do not have that much of that to have so many stable c...
Daraz & the growth in South Asia with Bjarke Mikkelsen
23 Nov 2021
Contributed by Lukas
"The way we've designed our strategy in the way of the businesses that we need to create sustainable value, and we need to do something good for the c...
Animoca Brands and the Open Metaverse with Yat Siu
15 Nov 2021
Contributed by Lukas
Fresh out of the studio, Yat Siu, co-founder of Animoca Brands joined us in a conversation about the story of the company and offered his perspectives...
Evolution of Media Coverage in Asia with Terence Lee and Jon Russell
08 Nov 2021
Contributed by Lukas
Fresh out of the studio, Terence Lee and Jon Russell, two editors from well-known technology news outlets, joined us in a roundtable to discuss the ev...
Wise and Fintech in Asia Pacific with Venkatesh Saha
04 Nov 2021
Contributed by Lukas
Fresh out of the studio, Venkatesh Saha, CEO Wise (or Transferwise) Asia joined us to discuss the geographical footprint and key business activities i...
Connecting the Next 2.5 Billion with Scott Beaumont
27 Oct 2021
Contributed by Lukas
Fresh out of the studio, Scott Beaumont, President Asia Pacific from Google joined us for an interesting conversation on why, what and how it takes to...
The Southeast Asia Exit Landscape with Michael Lints
23 Oct 2021
Contributed by Lukas
Fresh out of the studio, Michael Lints from Golden Gate Ventures discuss the Southeast Asia exit landscape for startups and what it means for investor...
China Internet Report 2021 with John Artman
18 Oct 2021
Contributed by Lukas
In episode 347, John Artman, technology editor from South China Morning Post (SCMP) discuss the dawn of a new era for China technology from the annual...
Technology Past, Present & Future with Benedict Evans
11 Oct 2021
Contributed by Lukas
In episode 346, Benedict Evans shares his perspectives on the history and trends of technology. Benedict explores the different narratives spanning ac...
What just happened to the Tech Giants in China? with Shai Oster
07 Oct 2021
Contributed by Lukas
In episode 345, Shai Oster, Asia Bureau Chief from the Information joined our returning host, Bernard Leong to answer the most important question in A...
Tencent & China's Gaming Crackdown with Josh Ye
22 Sep 2021
Contributed by Lukas
Fresh out of the studio, Josh Ye, tech reporter from South China Morning Post (SCMP) joined us to discuss the evolution of Tencent, the tech giant in ...
Uber in Asia Pacific & The Future of Mobility with Pradeep Parameswaran
18 Jul 2021
Contributed by Lukas
Fresh out of the studio, Pradeep Parameswaran, President - Mobility from Uber APAC joined us in a conversation on Uber's continued focus on mobility i...
The Grab SPAC with Jon Russell & Nadine Freischlad
16 May 2021
Contributed by Lukas
Fresh out of the studio, Jon Russell & Nadine Fresischlad from The Ken joined us to discuss the 40 billion Grab SPAC (and largest in the world till da...
The Two Sessions in China 2021 with Zhou Xin
26 Apr 2021
Contributed by Lukas
Fresh out of the studio, in episode 341, Zhou Xin, political economy editor from South China Morning Post, joined us in a conversation to discuss the ...
The potential Gojek-Tokopedia merger with Rama Mamuaya
05 Apr 2021
Contributed by Lukas
Fresh out of the studio, in episode 340, Rama Mamuaya from DailySocial in Indonesia joined us to discuss a potential merger between Gojek, Indonesia's...
China AI Deep Dive: Computer Vision Report 2020 with John Artman
31 Jan 2021
Contributed by Lukas
Fresh out of the studio, in episode 339, John Artman, the technology editor of South China Morning Post (SCMP) joins us on a conversation with China A...
Reflections and Predictions on China and SoftBank in 2020 with Shai Oster
01 Jan 2021
Contributed by Lukas
Fresh out of the studio, in episode 338, Shai Oster, the Asia Bureau chief for The Information is back on his annual review with us again to discuss t...
The Ant Group's Botched IPO with Rui Ma
20 Dec 2020
Contributed by Lukas
In episode 337, Rui Ma from TechBuzz China podcast joined us in a conversation to break down what just happened to Ant Group's IPO and why it was halt...
The SCMP China Fintech Report 2020 with Eugene Tang
27 Nov 2020
Contributed by Lukas
In episode 336, Eugene Tang, business editor from the South China Morning Post (SCMP) joined us to discuss the China Fintech Report 2020 where he diss...
The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis
15 Nov 2020
Contributed by Lukas
In episode 335, Stephanie Davis, Vice President of Google Southeast Asia, joined us in a discussion on the latest e-Conomy Southeast Asia (SEA) report...
Attention Factory: The Story of Tik Tok & China’s ByteDance with Matthew Brennan
31 Oct 2020
Contributed by Lukas
In episode 334, Matthew Brennan returned to discuss his new book "Attention Factory: The Story of Tik Tok & China's ByteDance". Matthew began with the...
Tech Giants, Secondary Exits & Kopi Kenangan in Indonesia with Nadine Freischlad
27 Sep 2020
Contributed by Lukas
In Episode 333, Nadine Freischlad, writer from The Ken, joined us in a conversation on the influence of both US and Chinese tech giants in the third m...
Beyond the Smartphone & COVID-19's Forced Experiments with Benedict Evans
06 Sep 2020
Contributed by Lukas
In episode 332, continuing our last conversation with Benedict Evans, we discuss the major topics that are dominating the global technology landscape....
Technology Regulation, App Store & Global Decoupling with Benedict Evans
30 Aug 2020
Contributed by Lukas
In episode 331, Benedict Evans, the independent analyst and venture partner from Mosaic Ventures & Entrepreneur First, joined us in the first of the t...
China Internet Report 2020 with Gareth Nicholson
09 Aug 2020
Contributed by Lukas
In episode 330, Gareth Nicholson, deputy technology editor on the technology desk from South China Morning Post (SCMP), joined us to discuss the China...
Gojek vs Grab in Southeast Asia 2020 Edition with Jon Russell
12 Jul 2020
Contributed by Lukas
In episode 329, Jon Russell, editor of The Ken Southeast Asia, joined us in a conversation to discuss the continuing epic rivalry between Gojek and Gr...
Pinduoduo on Social Ecommerce & Agriculture with Xinyi Lim
28 Jun 2020
Contributed by Lukas
In episode 328, Lim Xinyi, senior director for corporate development from Pinduoduo, joined us to discuss the social ecommerce company and its impact ...
Samsung Rising Part Two with Geoffrey Cain
13 Jun 2020
Contributed by Lukas
In episode 327, Geoffrey Cain, author of "Samsung Rising" joins us in a two parts conversation on his journey across Asia as a journalist and author a...
Samsung Rising Part One with Geoffrey Cain
06 Jun 2020
Contributed by Lukas
In episode 326, Geoffrey Cain, author of "Samsung Rising" joins us in a two parts conversation on his journey across Asia as a journalist and author a...
Why Facebook invest in Reliance Jio Platforms with Tim Culpan
16 May 2020
Contributed by Lukas
In episode 325, Tim Culpan from Bloomberg joined us to dissect the most important deal that rocked the Asian business and technology landscape with Fa...
The Anonymous Report that brought down Luckin Coffee with Rui Ma
25 Apr 2020
Contributed by Lukas
In episode 324, Rui Ma, co-host of Tech Buzz China podcast and a trusted voice on China Tech joined us on a conversation to dive deeper on the anonymo...
SparkLabs Connex with Charles Reed Anderson
12 Apr 2020
Contributed by Lukas
In episode 323, Charles Reed Anderson, our long time guest of the show and host of TechBurst Asia joins us to discuss his latest venture, SparkLabs Co...
BiliBili in China with Rui Ma
29 Mar 2020
Contributed by Lukas
In episode 322, Rui Ma from Techbuzz China joined us to discuss Bilibili in China and discuss how the video site has grown from a niche community of a...
China AI Report 2020 by SCMP with Gareth Nicholson & Sarah Dai
15 Mar 2020
Contributed by Lukas
In episode 321, Gareth Nicholson and Sarah Dai from South China Morning Post discuss the recently launched China AI Report 2020. In the interview, Gar...
The COVID-19 Coronavirus and its impact from China to Asia Pacific Part 2 with Carol Yin
07 Mar 2020
Contributed by Lukas
In this episode, Carol Yin and guest host Deng Yuying, CEO of Esevel continues their conversation on the COVID-19 coronavirus and examines its impact ...
The COVID-19 Coronavirus and its impact from China to Asia Pacific with Carol Yin
23 Feb 2020
Contributed by Lukas
After a long hiatus, in Episode 319, our host Carol Yin takes the seat to discuss the recent COVID-19 coronavirus and examine the impact of the pandem...
The State of China & SoftBank in 2019 with Shai Oster
31 Dec 2019
Contributed by Lukas
Shai Oster, the Asia Bureau Chief from The Information reviews the year of 2019 on how the technology giants in China and SoftBank have fared and offe...
Shift to the East with Simon Kemp
08 Dec 2019
Contributed by Lukas
Simon Kemp, founder and CEO of Kepios joined us to discuss the recent Digital 2019 Q4 Global StatShot Report and share the major observations in how A...
Tech Titans of China with Rebecca Fannin
01 Dec 2019
Contributed by Lukas
Rebecca Fannin, author of "Tech Titans of China" and founder of Silicon Dragon Ventures joined us for a conversation to discuss her new book and offer...
Should we replace Baidu with Bytedance in BAT China? with James Hull
27 Oct 2019
Contributed by Lukas
James Hull from Hullx and co-host of China Tech Investor podcast joined us in a discussion on whether we should replace Baidu with Bytedance in the BA...
The Small Handbook to Asia Cryptocurrency with Joyce Yang
13 Oct 2019
Contributed by Lukas
Joyce Yang, founder of Global Coin Research, joined us in a conversation about the Asian cryptocurrency market in Asia with our new host, Carol Yin. J...
Vertex Holdings and Venture Capital in Southeast Asia with Chua Kee Lock
08 Sep 2019
Contributed by Lukas
Fresh out of the studio, Chua Kee Lock, CEO of Vertex Holdings and managing partner of Vertex Ventures, Southeast Asia & India joined us in a conversa...
Wavemaker VC and PropertyGuru Group with Steve Melhuish
22 Aug 2019
Contributed by Lukas
Steve Melhuish, co-founder of PropertyGuru and partner from Wavemaker VC, shares the lessons of his journey from an entrepreneur with PropertyGuru to ...
Leadership and Regional Expansion of DocDoc with Grace Park
10 Aug 2019
Contributed by Lukas
Grace Park, co-founder & president of DocDoc joined us in a conversation about leadership and regional expansion of DocDoc in Asia. Grace started the ...
Venture Capital in Southeast Asia with Justin Hall
04 Aug 2019
Contributed by Lukas
In episode 310, Justin Hall, partner from Golden Gate Ventures joined us in a conversation to discuss the state of venture capital in Southeast Asia. ...
Digital Transformation and Real Estate with Wilma Gerber
17 Jul 2019
Contributed by Lukas
In episode 309, Wilma Gerber, the chief operating officer for project and development services in JLL Asia Pacific, joined us for a conversation on di...
Smart Cities Success with Charles Reed Anderson
14 Jul 2019
Contributed by Lukas
In episode 308, Charles Reed Anderson joined us to discuss the recent report "Smart Cities Success: Connecting People, Proptech and Real Estate" which...