Siste episoder av Analyse Asia with Bernard Leong podcast

1. Why Startups in China Are Going Global with Jing Yang02.10.2025 (00:57:25)

   “I think this is a sort of coming-of-age moment. When I say coming of age, I mean collectively for Chinese entrepreneurs. Many of these founders are my age, or even younger, and I’ve spoken with some of them. I can really relate to why they want to build businesses that target the global market instead of just China. In the past, you could build a company in China first and then think about expanding outward. That’s no longer possible. For any consumer-facing software company today, from day one you must decide: Do I build for China, or do I build for Global minus China? The examples of TikTok, Shein, and many others show that you cannot do both. It’s not possible to serve both markets at once.” - Jing Yang Fresh out of the studio, Jing Yang, the Asia Bureau Chief from The Information, shares her insights on ByteDance's pivotal moment, China's venture capital challenges, and the emerging U.S.-China competition in AI and robotics. Starting with ByteDance's latest financials, she revealed how the company now exceeds Meta in revenue but still lags significantly in profit margins, with its domestic business—Douyin and Toutiao—continuing to drive the lion's share of profits while TikTok remains unprofitable. Jing Yang explains how founder Zhang Yiming has entered "founder mode," dramatically increasing CapEx spending on AI development while ByteDance mysteriously went quiet on the AI leaderboard despite earlier dominance. Moving to venture capital, she unpacks why HongShan Capital has only deployed a quarter of its $9 billion fund raised in 2022, citing the collapse of exit opportunities, new overseas listing regulations from Chinese regulators, and the disappearance of big-ticket growth deals. She then explores the new wave of Chinese AI startups targeting global markets from day one, explaining how censorship and geopolitics force founders to choose between building for China or building for the world—they cannot do both. Finally, Jing Yang breaks down China's non-obvious advantage in humanoid robotics: not manufacturing prowess, but access to advanced manufacturing test beds where robots can be deployed, iterated, and refined at scale—an advantage The U.S. simply cannot match beyond Tesla. Episode Highlights: [00:00] Quote of the Day by Jing Yang from The Information [02:14] ByteDance revenue exceeds Meta, profit lags [05:01] Zhang Yiming goes founder mode with AI [08:24] TikTok's significance to ByteDance's future [10:18] China signals willingness on TikTok deal [13:02] Chinese tech giants pivots to semiconductors, hard tech [14:27] ByteDance's quiet AI strategy and leadership [19:11] Why HongShan, formerly Sequoia China deploys only quarter of $9B fund [21:00] China VC market lacks big growth deals [24:20] New overseas listing regulations hinder exits [26:15] Chinese VCs struggle with US investments [29:53] Chinese founders target global markets from day one [32:20] What forces global versus China product split [38:28] Chinese apps feel holistic but culturally distinct [43:00] ChatGPT arrival sparked physical AI revolution [47:23] Chinese AI companies prioritize commercial use cases over AGI [50:13] China's manufacturing provides crucial test beds advantage [53:42] Redefining what constitutes a Chinese startup [54:55] AI race between Chinese in China vs US [58:00] Closing Profile: Jing Yang, Asia Bureau Chief from The Information LinkedIn: https://www.linkedin.com/in/jing-yang-33548123/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

2. Agent Bricks and How Data-AI Integration Changes Everything with Craig Wiley26.09.2025 (00:27:53)

   "85% of AI use cases are being evaluated by the engineer who built it saying, 'yep, seemed to work pretty well.' If you're gonna build a system that's going to be critical to the business, that's going to be important that it gets it right, then you can't do that without evaluations." - Craig Wiley Fresh out of the studio, Craig Wiley, Senior Director of Product Management at Databricks who leads Mosaic AI, joins us to discuss the forefront of enterprise AI from model development to deployment at scale. Beginning with his career journey in ML operations, Craig explained how he recognized the critical connection between data and AI layers that could deliver order-of-magnitude acceleration in development cycles. Emphasizing the transition from classical ML operations to LLM operations, he showcased how Databricks' unified platform eliminates training-serving skew through data lineage capabilities and supports both fine-tuning and RAG approaches depending on industrial use case requirements. Highlighting compelling customer success stories including Suncorp's employee productivity platform and AstraZeneca's transformation of 400,000 clinical trial documents into queryable insights, Craig revealed a striking reality about enterprise AI evaluation - that 85% of AI use cases are being evaluated only by the engineers who built them, reinforcing that proper evaluation frameworks remain foundational for trustworthy AI implementation. He concluded by introducing Agent Bricks as Databricks' evaluation-centric approach to building production agents, emphasizing that model flexibility and rigorous testing are essential for enterprises moving from experimentation to production, while sharing his vision that the industry must evolve from the "year of agents" to the "year of evaluation and quality." Episode Highlights: [00:00] Quote of the Day by Craig Wiley [01:21] How Craig Wiley started his work in ML Ops that led him to Databricks [02:43] Data and AI layer connection creates order-of-magnitude acceleration [03:47] Mosaic AI acquisition expanded Gen AI solution capabilities [04:38] Classical ML statistics versus Gen AI evaluation challenges [05:48] Mosaic AI covers end-to-end from data ingestion [07:12] Training-serving skew eliminated through unified platform lineage [08:51] Fine tuning versus RAG depends on use case [10:49] Industrial agents benefit from fine-tuned smaller models [12:44] Common governance scheme covers tables through model access [13:52] Agent Bricks prioritizes accuracy over simplicity alone [15:44] Model flexibility crucial for speed and accuracy optimization [16:54] AB testing different models shows immediate performance differences [17:59] Suncorp and AstraZeneca demonstrate diverse AI applications [19:37] Asia Pacific shows aggressive AI adoption strategies [20:59] CFO approval requires proven agent effectiveness evaluation [22:00] 85% of AI cases evaluated only by building engineer [23:20] Model agnostic approach beats single-vendor AI strategies [24:12] Industry terminology evolves rapidly from RAG to agents [25:39] Customer creativity with governance capabilities inspires product development Profile: Craig Wiley, Senior Director of Product Management at Databricks and Mosaic AI LinkedIn: https://www.linkedin.com/in/craigwiley/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

3. The Truth About Enterprise AI & Why Data Matters with Nick Eayrs and Simon Fassot25.09.2025 (00:55:02)

   "I think the biggest trap to potentially fall into is, "Hey, it's moving so fast, so much is changing. Let's just wait it out." Completely the wrong approach. You just gotta get started." Nick Eayrs from Databricks "As tech people within the shipping industry, how do we explain, how do we make it accessible to all our users? So that's where we came up with the idea of a data supermarket, with in mind really the target of enabling self-service for our business. So by giving the analogy of a supermarket, it was much easier at the beginning to explain our business." - Simon Fassot from Hafnia Fresh out of the studio, Nick Eayrs, Vice President of Field Engineering for Asia Pacific and Japan at Databricks, and Simon Fassot, General Manager and Head of Global Data and Analytics at Hafnia, join us to explore how data intelligence is transforming enterprise AI across diverse industries in Asia. Nick explained the fundamental distinction between general intelligence and data intelligence - emphasizing how enterprises gain competitive advantage by training AI on their proprietary data rather than public knowledge. Nick showcased customer success stories including Standard Chartered Bank and TechComBank and shared his perspectives on how senior executives can take advantage of AI by moving fast rather than wait and see. Last but not least, Nick offered what great would look like for Databricks in Asia Pacific and Japan in serving their customers. Adding the lens of the customer, Simon shared Hafnia's transformation from legacy SQL Server systems to a unified Databricks architecture serving their global shipping operations and elaborated on how the company is breaking down silos with their data supermarket and "Marvis" AI copilot for maritime operations based on retrieval augmented generation. This is Part 1 from Databricks Data + AI Event Singapore.  Episode Highlights: [00:00] QOTD by Nick Eayrs and Simon Fassot [00:49] Introduction: Nick Eayrs from Databricks [03:32] Customer obsession means deeply understanding their business context [05:22] Data intelligence versus artificial general intelligence explanation begins [06:42] AI trained on your data creates competitive advantage [08:17] Only 15% of companies have correct AI infrastructure ready [11:17] Don't wait for AI perfection, just get started now [12:30] Agent Bricks simplify AI development using natural language [13:49] Standard Chartered Bank cybersecurity use case with SIEM [16:22] TechCom Bank in Vietnam customer brain with 12,000 customer attributes [18:32] Shared responsibility model for ethical AI deployment [25:24] Asia Pacific psychology focuses on future, not past [26:28] Most important question: How do you get started? [30:18] What does great look like for Databricks? [33:16] Introduction: Simon Fassot from Hafnia [35:18] How Hafnia transformed to full cloud architecture centralizes data through Databricks [36:28] Self-service access needed for 300 onshore, 4000 vessel employees [37:00] Three user types: operations, business intelligence, domain experts and Use Cases for Hafnia [41:32] Unity catalog controls data quality for AI cases [42:21] Two-phase Gen AI: ingest unstructured, then consume data [44:25] How to implement Generative AI: One bad AI answer loses all user trust [45:31] How reports in Hafnia use RAG embedded in workflows [46:47] Data supermarket analogy simplifies self-service for business [48:39] Marvis AI personalizes Gen AI within company context [49:46] Neo4j partnership adds graph capabilities to ecosystem [53:33] DNA Port platform unifies scattered dashboards and applications [54:22] Databricks enables focus on business value over operations Profiles: Nick Eayrs, Vice President of Field Engineering, Asia Pacific & Japan at Databricks LinkedIn: https://www.linkedin.com/in/nick-eayrs/ Simon Fassot, General Manager and Head of Global Data and Analytics at Hafnia LinkedIn: https://www.linkedin.com/in/simon-fassot-68b95135/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

4. Why True Global Ventures secure the CMS Licence in Singapore & the future of AI & Crypto with Beatrice Lion10.09.2025 (01:00:37)

   "We took a longer time, there was a bit of roundabout, but the fact that we actually made like two or three times on whatever investment amount we did in the beginning - that for me was a very pivotal moment. Just because we didn't give up. The line between success and failure is so thin. So the impact of being a VC space is that you really can influence the technology founders that you back." - Beatrice Lion Fresh out of the studio, Beatrice Lion, the chief executive officer and global partner from True Global Ventures, shares the remarkable story of how she became one of the youngest fund managers and the backstory to secure Singapore's Capital Markets Service license from MAS equivalent to Sequoia & Andreessen Horowitz's RIA licence in the US. Beatrice begins with her unconventional career journey from university straight into venture capital in 2017 and details TGV's investment thesis of backing only tested serial entrepreneurs across AI and blockchain applications. Beatrice offers her perspectives on the convergence of AI and crypto, the evolution of stablecoins as crypto's killer app, corporate treasury strategies such as Michael Saylor's Strategy with Bitcoin and Ethereum Digital Asset Treasuries (DATs), and why TGV maintains their performance-focused philosophy of keeping fund sizes at $100-200 million rather than chasing larger management fees. Last but not least, Beatrice shares what great would look like for TGV in the future. Episode Highlights: [00:00] Quote of the Day by Beatrice Lyon [01:00] Introduction: Beatrice Lyon, CEO of True Global Ventures [04:27] Supporting portfolio companies through business development [05:03] Successful turnaround story and investment recovery [08:30] How she take the CEO role as operational glue among partners [11:25] MAS approval process for Capital Markets Licence (CMS) [13:00] TGV fund structure: four, five, six overview [14:55] Investment thesis: AI and blockchain applications globally [16:01] Focus on serial entrepreneurs, not first-timers [17:39] CMS license removes 20% constraint limitations [20:54] The rationale behind applying for broad licenses [26:57] Secondary market opportunities and liquidation preferences [30:18] Blockchain landscape evolving toward financial applications [34:49] Private stock tokenization and where it is heading [38:27] Stablecoin as killer app for crypto [39:09] AI agents settling payments with stablecoins [42:25] Different regulatory approaches across jurisdictions [43:36] Corporate crypto treasury strategies beyond Bitcoin, Ethereum DATs and Solana [48:35] 80-20 rule for portfolio company treasuries [50:37] Four-year crypto cycles may be extending [54:31] What does great look like for TGV [59:09] Closing Profile: Beatrice Lion, Chief Executive Officer and General Partner, True Global Ventures: https://www.tgv4plus.com/ LinkedIn: https://www.linkedin.com/in/beatricelion/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

5. Southeast Asia 16 Years Later with Michael Smith Jr & Daniel Cerventus Lim04.09.2025 (01:02:19)

   Reuniting after more than a decade since their days in This Week in Asia Podcast from 2009, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, join us for a candid assessment of Southeast Asia's tech ecosystem evolution. In this raw conversation, Michael offers his unflinching perspective on what he calls the 'broken windows era' of Southeast Asian tech, arguing that recent alleged fraud cases like E-Fishery and Tanihub require serious consequences to restore investor confidence, while questioning whether the region was ever correctly modelled for Silicon Valley-style outcomes. Daniel shares his pivot from startup founder to search fund advocate, explaining his bullish view on acquiring profitable traditional businesses and reflects on whether the region's potential was genuinely unrealized or simply impossible to achieve. Together, they explore the shift from venture-backed unicorn dreams to bootstrap realities, debate work ethic of Southeast Asia founders in comparison with Chinese and Indian founders, and discuss why the future of Southeast Asian tech may lie in smaller, profitable exits rather than the massive IPOs once envisioned. "I think wealth creation here is very SME-focused." - Daniel Cerventus Lim "Basically whether, it's SME or startup, to me now it's just: can you build a profitable business?" - Bernard Leong "I have this philosophy that I think people don't agree with me, but we're in a broken Windows era of Southeast Asia and the only way in my opinion, the windows get fixed is if some of these people are behind bars." - Michael Smith Jr. Episode Highlights: [00:00] Quote of the Day by Daniel Cerventus, Bernard Leong & Michael Smith JR [00:59] Introduction: Daniel Cerventus and Michael Smith Jr. from the Generalists Podcast [06:00] Multiple alleged frauds in Southeast Asia: E-Fishery, Tanihub [09:57] Southeast Asia in "broken windows era" [11:26] Only exits from seed to Series A [11:47] B rounds virtually gone, A rounds endangered. [14:00] 50-100 million exits still viable [16:30] Malaysian crypto companies globally focused [19:25] Country expansion model in ASEAN doesn't work [23:02] Israel model: never think local market [24:15] Razer story: HP Mafia network backing [25:07] Supabase: not really Singapore capital, but globally successful [30:18] Chinese founders arriving with speed [31:19] Work ethic comparisons with India [32:34] Search funds emerging in Singapore [37:25] Mainstream media ignores bootstrap success [39:50] Search fund model targeting aging operators [41:21] SME vs startup distinction blurring [46:20] Hedge funds questioning regional companies [49:32] Unrealized vs impossible potential debate [51:07] Bangladesh ecosystem showing promise [53:20] Structural exit issues remain unsolved [54:31] Reset creating better founder discipline [55:40] Optimistic on Southeast Asia's startup ecosystem [57:21] Closing Profile: Michael Smith Jr., Tech Evangelist from Oracle & Co-Host, LinkedIn: https://www.linkedin.com/in/smittysgp/ YouTube: https://www.youtube.com/@TheGeneralistsPodcast   Daniel Cerventus Lim, semi-retired entrepreneur, Community Builder in Malaysia and TEDxKL founder. LinkedIn: https://www.linkedin.com/in/cerventus/ Facebook: https://www.facebook.com/groups/80164351656   Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

6. Asian Economies & Why Geography and History Matter More Than Economics Models with Jamus Lim25.08.2025 (01:00:19)

   "The way that institutions emerge and entrench themselves and become a part of the functioning of an economy and society is because they solve some problems. So they're usually a non-market solution toward solving some problem that the economy, that the market system couldn't necessarily solve. Of course the most prominent example of an institution that solves an. Market problem in the non-market way is a firm, as Ronald Coase, of course very early on, taught us that. When a firm realizes that in some cases when transactions costs are high, you want to internalize things within the firm. That the firm is itself an institution. But these other social political institutions, they also exist to resolve some problem. And once they resolve that problem and they're resolving it adequately, then it becomes really hard to bring about change. So the institution solves a problem. So to be clear, it is better than in the absence of the institution, but it also means that without somehow breaking this institution or having some crisis that leads you to substantially reform the institution, you are going to be stuck at a suboptimal equilibrium." - Jamus Lim, author of "Asian Economies: History, Institutions and Structures" Fresh out of the studio, Associate Professor Jamus Lim from ESSEC Business School and author of "Asian Economies: History, Institutions and Structures" joined us in a comprehensive exploration of the economic foundations shaping Asia's remarkable rise. Jamus shared his story on how the Asian Financial Crisis sparked his passion for macroeconomics and development. He unpacked the critical yet often overlooked role of geography, history, and institutional frameworks in explaining Asia's immense economic diversity, arguing that abstract economic models fail to capture the real-world complexities driving regional development. Through deep dives into China's demographic transition and export-driven challenges, South Korea's state-led chaebol industrialization model, and Japan's historic shift from deflation to inflation, Jamus demonstrated how colonial legacies and historical persistence continue to shape modern economic structures across the continent. Throughout the conversation, he revealed why China's middle-income trap escape depends on building domestic consumption to absorb its massive manufacturing capacity, explained how institutional solutions that once solved problems can become growth constraints, and argued that understanding Asia's past is essential for navigating its economic future in an increasingly complex global landscape. Episode Highlights: [00:00] Quote of the Day by Jamus Lim [02:27] Introduction: Jamus Lim, Associate Professor in ESSEC Business School and Author of Asian Economies [04:38] Asian Financial Crisis sparks Jamus' macro economics interest [07:38] Teaching in Asia reveals regional development contrasts [09:10] Middle income trap challenges across Asian economies [10:23] Defining Asia: beyond East Asia stereotypes [15:10] How Geography and History are overlooked in economic discourse [17:26] China's transformation: poverty to economic powerhouse [19:32] Demographic transition challenges across East Asia [22:21] China's manufacturing evolution and export strategy [24:28] Lewis turning point: China's labor transformation [26:11] Housing boom and excess supply challenges [29:10] Hukou system creates unequal access issues [33:30] China shock: WTO entry transforms global manufacturing [38:27] South Korea's state-led industrialization model success [39:10] Zaibatsu to Chaebol: the colonial influence on economic structures [42:00] Heavy chemical industry: successful state intervention in South Korea [44:17] Japan's deflation to inflation transition challenges [46:32] Structural adjustments in Japanese labor markets [48:03] Institutional foundations: solving problems creates persistence [54:04] Academic success vs. real-world policy impact [55:00] Closing Profile: Jamus Lim, Author of Asian Economies, LinkedIn: https://www.linkedin.com/in/jamuslim/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

7. Transforming Asia's Financial Infrastructure: Stripe's AI and Stablecoin Strategy with Paul Harapin19.08.2025 (00:42:02)

   "APAC represents 40% of global GDP. So you can see that there's huge opportunity in a very, very diverse region. The needs of Japan are different to the needs of China. India is exploding with SaaS, software, AI. Australia one of our larger markets, again, very different. And so Southeast Asia, the complexities of Asia make it a joy to work in." - Paul Harapin Fresh out of the studio, Paul Harapin, Chief Revenue Officer for Asia Pacific and Japan at Stripe, joined us in a conversation discussing Stripe's explosive growth in the region that represents 40% of global GDP. Paul dived deep into how Stripe is revolutionizing commerce through AI and stablecoins, sharing fascinating customer stories in the Asia Pacific and Japan. He delved into Stripe's current innovations specifically on agentic commerce toolkits, virtual card issuing, and adaptive pricing solutions that are transforming how businesses scale across the dynamic Asia Pacific region. Last but not least, Paul shared the key trends in AI-powered payments and stablecoin adoption, defining what great would look like for Stripe's user-first approach to building the financial infrastructure of the internet economy in APAC. Episode Highlights [00:00] Quote of the Day by Paul Harapin [02:30] Building tech companies, helping Silicon Valley expand Asia [03:27] How Paul talked himself into Stripe role [04:30] Key career lessons: people and passion matter most [07:05] Stripe's mission to increase GDP of internet [09:00] Asia represents 40% of global GDP opportunity [12:42] AI transformation like discovering fire, very early cycle [14:12] Agentic commerce toolkits downloaded thousands times weekly [18:04] Virtual card issuing for secure AI transactions [19:00] Stripe Link enables six second checkout process [21:26] Adaptive pricing increases conversion by 18 percent [24:23] Bridge acquisition brings stablecoin payment capabilities [26:00] Stablecoin enables stability in volatile currency markets [27:00] Japanese car exporter Zimbabwe cash bag example [29:20] Digital currency adoption growing at consumer level [31:00] Working closely with regulators across Asia Pacific [33:40] Asia's fast digitizing economy leads global innovation [34:05] India's UPI 10 billion transactions forecasted 100 billion [36:30] How Stripe helps businesses in Asia Pacific to scale [38:42] User-first founding principle drives everything at Stripe [40:20] Closing Profile: Paul Harapin, Chief Revenue Officer, Asia Pacific & Japan, Stripe. LinkedIn Profile: https://www.linkedin.com/in/paulharapin/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

8. Creating Economic Opportunity in the era of AI: LinkedIn's Mission in Asia Pacific with Feon Ang06.08.2025 (00:30:43)

   "AI is in the minds of a lot of people right now and naturally with such big technological shift, you find that there is a big skill gap. You know, there is companies demanding skills in this area, and yet naturally in the marketplace, they might have difficulty finding that skills that is required for companies. So, you know, job seekers need to be a lot more conscious in terms of how they are equipping themselves. One of the things is that LinkedIn courses are there [to help]. I always talk about the three affirmative actions that you can do. One is making sure that you are fluent in this area. I think what are the things that you can do to actually get your hands on all these tools so that you become fluent in just playing around with the tool and making sure that you feel comfortable. The second area that I advise people is to make sure that you feel that you have the agency to master your destiny. The third thing will be to take action. If you have learned all these skills, find a way to showcase it and find a way to actually talk about it so that you are, you can actually surface your capabilities in this space." - Feon Ang Fresh out of the studio, Feon Ang, Managing Director of LinkedIn Asia Pacific, joins us to explore how the platform is transforming professional networking and career development across the region's 343 million members. She shares her career journey from publishing to tech leadership, reflecting on the evolution from typewritten CVs to AI-powered job searches today. Feon explains LinkedIn's unique approach combining scale, trust, and member-first philosophy, emphasizing how their AI tools enable professionals to find opportunities through natural language while companies streamline hiring processes. She highlights the platform's remarkable growth metrics—47 hires per minute and 36% video engagement growth—showcasing how organizations are re-engineering recruitment and learning through AI coaching and personalized pathways. Addressing the challenges of AI adoption and skills gaps, she emphasizes the importance of three key actions: fluency, agency, and action, while advocating for accessible AI integration into daily workflows. Closing the conversation, Feon shares her vision for creating even greater economic opportunity across Asia Pacific as professionals and businesses navigate the AI transformation together. Profile: Feon Ang, Managing Director of LinkedIn Asia Pacific: https://www.linkedin.com/in/feonang/ Episode Highlights: [00:00] Quote of the Day: Feon Ang [01:06] Feon's career journey from publishing to tech [03:00] Three key lessons from Feon's career journey: members first, scale, trust [00:05:18] LinkedIn's mission: creating economic opportunity globally [00:06:28] Asia Pacific: 343 million members, fastest growing [00:08:19] Business milestone: crossed 17 billion globally [00:09:50] Highest engagement rate across social platforms [00:11:00] Video content growing 36% year-on-year [00:12:24] Real-time hiring: 47 hires per minute, 10,000 applications every minute [00:14:00] AI job search using natural language [00:15:42] LinkedIn hiring assistant streamlines recruitment [00:17:18] AI coaching creates personalized learning pathways [00:19:10] Skill gaps demand conscious professional development [00:21:00] Advice for Professionals in the age of AI: Fluency, Agency, Action [23:13] Community partnerships supporting workforce development [25:12] How CEOs are using social media via LinkedIn [27:02] What does great look like for LinkedIn in the Asia Pacific? [28:00] Closing Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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 LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

9. How Microsoft Research Balances Exploration and Impact Globally with Doug Burger03.08.2025 (00:43:46)

   "If you're going to be running a very elite research institution, you have to have the best people. To have the best people, you have to trust them and empower them. You can't hire a world expert in some area and then tell them what to do. They know more than you do. They're smarter than you are in their area. So you've got to trust your people. One of our really foundational commitments to our people is: we trust you. We're going to work to empower you. Go do the thing that you need to do. If somebody in the labs wants to spend 5, 10, 15 years working on something they think is really important, they're empowered to do that." - Doug Burger Fresh out of the studio, Doug Burger, Technical Fellow and Corporate Vice President at Microsoft Research, joins us to explore Microsoft's bold expansion into Southeast Asia with the recent launch of the Microsoft Research Asia lab in Singapore. From there, Doug shares his accidental journey from academia to leading global research operations, reflecting on how Microsoft Research's open collaboration model empowers over thousands of researchers worldwide to tackle humanity's biggest challenges. Following on, he highlights the recent breakthroughs from Microsoft Research for example, the quantum computing breakthrough with topological qubits, the evolution from lines of code to natural language programming, and how AI is accelerating innovation across multiple scaling dimensions beyond traditional data limits. Addressing the intersection of three computing paradigms—logic, probability, and quantum—he emphasizes that geographic diversity in research labs enables Microsoft to build AI that works for everyone, not just one region. Closing the conversation, Doug shares his vision of what great looks like for Microsoft Research with researchers driven by purpose and passion to create breakthroughs that advance both science and society. Episode Highlights: [00:00] Quote of the Day by Doug Burger [01:08] Doug Burger's journey from academia to Microsoft Research [02:24] Career advice: Always seek challenges, move when feeling restless or comfortable [03:07] Launch of Microsoft Research Asia in Singapore: Tapping local talent and culture for inclusive AI development [04:13] Singapore lab focuses on foundational AI, embodied AI, and healthcare applications [06:19] AI detecting seizures in children and assessing Parkinson's motor function [08:24] Embedding Southeast Asian societal norms and values into Foundational AI research [10:26] Microsoft Research's open collaboration model [12:42] Generative AI's rapid pace accelerating technological innovation and research tools [14:36] AI revolutionizing computer architecture by creating completely new interfaces [16:24] Open versus closed source AI models debate and Microsoft's platform approach [18:08] Reasoning models enabling formal verification and correctness guarantees in AI [19:35] Multiple scaling dimensions in AI beyond traditional data scaling laws [21:01] Project Catapult and Brainwave: Building configurable hardware acceleration platforms [23:29] Microsoft's 17-year quantum computing journey with topological qubits breakthrough [26:26] Balancing blue-sky foundational research with application-driven initiatives at scale [29:16] Three computing paradigms: logic, probability (AI), and quantum superposition [32:26] Microsoft Research's exploration-to-exploitation playbook for breakthrough discoveries [35:26] Research leadership secret: Curiosity across fields enables unexpected connections [37:11] Hidden Mathematical Structures Transformers Architecture in LLMs [40:04] Microsoft Research's vision: Becoming Bell Labs for AI era [42:22] Steering AI models for mental health and critical thinking conversations Profile: Doug Burger, Technical Fellow and Corporate Vice President, Microsoft Research LinkedIn: https://www.linkedin.com/in/dcburger/ Microsoft Research Profile: https://www.microsoft.com/en-us/research/people/dburger/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

10. The Truth About China's Generative AI Revolution Nobody Talks About with Grace Shao28.07.2025 (00:53:31)

    "China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: [00:00] Quote of the Day by Grace Shao, Founder of AI Proem [01:21] Introduction: Grace Shao from AI Proem [04:29] China's tech moves incredibly fast. [08:09] China's generative AI landscape: BATs, Startups & Research Labs [09:23] Most AI startups have financial ties with Alibaba or Tencent [10:02] Chinese AI approach more pragmatic: commercialize quickly versus philosophical AGI pursuit [12:23] Alibaba's approach to LLMs with Qwen [15:00] Tencent's WeChat integration with DeepSeek vs Tencent Yuanbao [18:03] ByteDance pivots to multimodal LLM models [21:31] DeepSeek moment revitalized China's internet sector after rough 2022-2024 period [27:28] DeepSeek and Kimi embrace open-weight models for talent and adoption [29:46] Open sourcing as strategic decision for China LLMs [33:19] US capital pullout from China forced companies like Manus overseas to Singapore [37:17] Robotics in China: Unitree Robotics, UBTech and Galbot [42:05] Chinese startups focus on vertical integration rather than competing on LLMs [43:51] Healthcare and agricultural AI applications extremely advanced in China [44:13] This isn't an arms race; framing as competition misses the point [45:49] China and US should collaborate on AI safety and regulation for future generations [49:00] Closing Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Personal Site: https://www.proemcommunications.com/aboutgraceshao LinkedIn: https://www.linkedin.com/in/gmzshao/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

11. Enabling AI at Scale: Governance as Competitive Advantage with David Hardoon22.07.2025 (00:58:11)

    "[Question: So what was the biggest misconception for most business leaders usually when it comes to operationalizing AI governance?] Based on my interactions and conversations, now suddenly they think they have to erect a whole set of new committees, that they have to have these new programs. You almost hear a sigh from the room. Like, oh, we have now this whole additional compliance cost because we have to do all these new things. The reason I see that as a bit of a misconception, because building on everything that was just said earlier, you already have compliance, you already have committees, you already have governance. It's an integration of that because otherwise guess what's gonna happen? We all know that this is the next thing around the corner that's gonna pop up, whatever it's gonna be called. Are you gonna have to set up a whole new committee just because of that? Then the next thing, another one." - David Hardoon Fresh out of the studio, David Hardoon, Global Head of AI Enablement at Standard Chartered Bank, joins us in a conversation to explore how financial institutions can adopt AI responsibly at scale. He shares his unique journey from academia to government to global banking, reflecting on his fascination with human behavior that originally drew him to artificial intelligence. David explains how his time at Singapore's Monetary Authority shaped the groundbreaking FAIR principles, emphasizing how proper AI governance actually accelerates rather than inhibits innovation. He highlights real-world implementations from autonomous cash reconciliation agents to transaction monitoring systems, showcasing how banks are transforming operations while maintaining strict regulatory compliance. Addressing the biggest misconceptions about AI governance, he emphasizes the importance of integrating AI frameworks into existing structures rather than creating entirely new bureaucracies, while advocating for use-case-based approaches that build essential trust. Closing the conversation, David shares his philosophy that AI success ultimately depends on understanding human behavior and asks the fundamental question every organization should consider: "Why are we doing this?" Episode Highlights: [00:00] Quote of the Day by David Hardoon #QOTD - "AI governance isn't new bureaucracy." [00:46] Introduction: David Hardoon from Standard Chartered Bank. [02:02] How David's AI journey started with human behavior curiosity. [07:26] Governance accelerates innovation, like traffic rules enable fast driving. [10:31] FAIR principles in MAS Singapore born from lunches with compliance officers. [14:23] Don't reinvent governance wheel for AI implementations. [24:17] Banks already manage risk; apply same discipline to AI. [28:40] AI adoption problem is trust, not technology. [34:21] Autonomous AI agents handle cash reconciliation with bank IDs. [36:00] AI reduces transaction monitoring false positives by 50%. [39:54] AI requires full supply chain from infrastructure to translators. [41:52] Organizations must reward intelligent failure in AI innovation. [44:47] AI hallucination is a feature, not bug for innovation. [47:35] Measure AI ROI differently for innovation versus implementation teams. [56:27] Final wisdom: People always ask "why" about AI initiatives. Profile: David Hardoon, Global Head of AI Enablement, Standard Chartered Bank Personal Site: https://davidroihardoon.com/ LinkedIn: https://www.linkedin.com/in/davidrh/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/@Analys1eAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

12. The Future of AI Trust: Why Guardrails Actually Accelerate Innovation with Sabastian Niles08.07.2025 (00:52:31)

    "You can try to develop self-awareness and take a beginner's mind in all things. This includes being open to feedback and truly listening, even when it might be hard to receive. I think that's been something I've really tried to practice. The other area is recognizing that just like a company or country, as humans we have many stakeholders. You may wear many hats in different ways. So as we think of the totality of your life over time, what's your portfolio of passions? How do you choose—as individuals, as society, as organizations, as humans and families with our loved ones and friends—to not just spend your time and resources, but really invest your time, resources, and spirit into areas, people, and contexts that bring you meaning and where you can build a legacy? So it's not so much advice, but more like a north star." - Sabastian V. Niles Fresh out of the studio, Sabastian Niles, President and Chief Legal Officer at Salesforce Global, joins us to explore how trust and responsibility shape the future of enterprise AI. He shares his journey from being a high-tech corporate lawyer and trusted advisor to leading AI governance at a company whose number one value is trust, reflecting on the evolution from automation to agentic AI that can reason, plan, and execute tasks alongside humans. Sabastian explains how Agentforce 3.0 enables agent-to-agent interactions and human-AI collaboration through command centers and robust guardrails. He highlights how organizations are leveraging trusted AI for personalized customer experiences, while Salesforce's Office of Ethical and Humane Use operationalizes trust through transparency, explainability, and auditability. Addressing the black box problem in AI, he emphasizes that guardrails provide confidence to move faster rather than creating barriers. Closing the conversation, Sabastian shares his vision on what great looks like for trusted agentic AI at scale. Episode Highlights [00:00] Quote of the Day by Sabastian Niles: "Portfolio of passions - invest your spirit into areas that bring meaning" [01:02] Introduction: Sabastian Niles, President and Chief Legal Officer of Salesforce Global [02:29] Sabastian's Career Journey [04:50] From Trusted Advisor to SalesForce whose number one value is trust [08:09] Salesforce's 5 core values: Trust, Customer Success, Innovation, Equality, Sustainability [10:25] Defining Agentic AI: humans with AI agents driving stakeholder success together [13:13] Trust paradigm shift: trusted approaches become an accelerant, not obstacle [17:33] Agent interactions: not just human-to-agent, but agent-to-agent-to-agent handoffs [23:35] Enterprise AI requires transparency, explainability, and auditability [28:00] Trust philosophy: "begins long before prompt, continues after output" [34:06] Office of Ethical and Humane Use operationalizes trust values [40:00] Future vision: AI helps us spend time on uniquely human work [45:17] Governance philosophy: Guardrails provide confidence to move faster [48:24] What does great look like for Salesorce for Trust & Responsibility in the Era of AI? [50:16] Closing Profile: Sabastian V. Niles, President & Chief Legal Officer, LinkedIn: https://www.linkedin.com/in/sabastian-v-niles-b0175b2/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/

13. How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee24.06.2025 (01:00:33)

    "I quote a study that looked at  84 countries in terms of internal migration and India was dead last. That's not a knock against the culture. It's just not part of the culture that young women in particular leave home at 17, go to the other side of the country and work in a factory. You don't have that. So what's the phrase: Culture eats strategy for breakfast. Apple might have a plan, but  like good luck upending 5,000 years of Indian culture to make it happen." - Patrick McGee, author of "Apple in China" Fresh out of the studio, Patrick McGee, San Francisco correspondent for the Financial Times and author of "Apple in China: The Capture of the World's Greatest Company" joined us in a conversation to unravel the extraordinary story of how the world's most valuable company became inextricably entangled with China. Patrick shared the backstory behind Apple's century-defining Faustian bargain and progressed through how he uncovered the untold story of Asia's contract manufacturing history through Apple's supply chain point of view. He unpacks the famous "Apple Squeeze" philosophy of paying suppliers minimally while providing invaluable training, and shares fascinating stories from characters like the ruthless negotiator Tony Blevins to the tragic figure of Jackie Haynes. Throughout the conversation, Patrick demonstrates how Apple inadvertently created China's contract manufacturing capabilities and explains why the company's current attempts to diversify to India face insurmountable cultural and political barriers. Last but not least, he argues that Apple's very success in China has become its greatest vulnerability, trapped in a relationship where going too fast risks Beijing's ire, while going too slow means remaining stuck in an increasingly untenable position. Episode Highlights: [00:03] Quote of the Day by Patrick McGee [01:00] Introduction: Patrick McGee, author of "Apple in China" [03:12] Lessons from Patrick's Career Journey [05:13] March 15, 2013: Xi Jinping's political awakening - Apple's first "oh shit moment" in China, just 12 hours after his inauguration [10:25] Apple's manufacturing DNA - why they control supply chains differently than other tech companies [12:09] The secret pyramid: ID → PD → MD - how Apple's industrial design gets translated into manufacturing reality [16:11] Terry Gou's legendary call: "I can fix this" - the moment Foxconn became Apple's key manufacturing partner [19:38] OEM vs ODM strategy: Why Terry Gou chose to never compete with clients, focusing on vertical integration instead [25:00] Tony Blevins' ruthless negotiations: "We don't have time for you to read the contract. You just need to sign it now" [26:45] The "Apple Squeeze" revealed: "We won't pay you much, but the experience will be invaluable" [28:27] Staggering impact: Apple trained 28 million people - greater than California's labor force, 6x Singapore's population [34:03] The Gang of Eight: Apple's first senior team living in China to navigate political pressures [41:45] Chinese dominance: Huawei, Xiaomi, and others now control 55% of global smartphone market share [48:08] Apple's double whammy: Supply Chain locked in China and TSMC [52:37] Apple's impossible balancing act in India: "Go too fast, risk Beijing's ire. Go too slow, remain stuck" [53:11] Jackie Haynes tragedy: Apple's failed attempt to improve worker conditions caught between operational demands and Xi Jinping's crackdown [57:09] Closing Profile: Patrick McGee, Author of "Apple in China": https://appleinchina.com and San Francisco correspondent for Financial Times LinkedIn: https://www.linkedin.com/in/prmcgee/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/@Analys1eAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

14. Transforming Asia Pacific's Digital Future: IBM's Vision for Enterprise AI with Hans Dekkers15.06.2025 (00:30:12)

    "At IBM, we really work on two emerging technologies: hybrid cloud and AI for enterprise. These two are deeply connected. Hybrid cloud for us means that regardless of where the data sits whether the compute is on-premise, off-premise, or across multiple clouds. We believe the client should have the control and flexibility to choose where to run and place their data. If you look at the facts, a very high percentage of client data is still on-premise. It hasn't moved to the cloud for obvious reasons. So, how can you scale AI if you don’t have proper access to that data? AI is all about the data. That’s why we believe in a strategy that redefines and rethinks everything. We call it the Great Technology Reset." - Hans Dekkers Fresh out of the studio, Hans Dekkers, General Manager of IBM Asia Pacific, joins us to explore how enterprise AI is reshaping business across the region. He shares his journey with IBM after business school, reflecting on the evolution of personal computers to AI today. Hans explains IBM's unique approach combining hybrid cloud infrastructure with AI for Enterprise, emphasizing how their granite models and data fabric enable businesses and governments to maintain control over their data while scaling AI capabilities. He highlights customer stories from Indonesian telecoms company to internal IBM transformations, showcasing how companies are re-engineering everything from HR to supply chains using domain-specific AI models. Addressing the challenges of AI implementation, he emphasizes the importance of foundational infrastructure and governance, while advocating for smaller, cost-effective models over GPU-heavy approaches. Closing the conversation, Hans shares his vision for IBM's growing presence in Asia as the key to enterprise AI success. Episode Highlights: [00:00] Quote of the Day by Hans Dekkers [01:00] Introduction: Hans Dekkers from IBM [05:00] Key career lesson from Hans Dekker [06:51] IBM focuses on two emerging technologies: hybrid cloud and AI for Enterprise, deeply connected [09:27] "Your data needs to remain your data" - IBM's fundamental AI principle for enterprise clients [10:00] IBM's approach: Small, nimble, cost-effective AI models that can be owned and governed by clients [13:59] "The cost of AI is still too high. It's about a hundred times too high" - IBM CEO's perspective on AI costs [14:44] Small domain-specific models example: Banking AI trained for financial analysis, not Russian poetry [18:00] IBM's internal transformation: HR, supply chain, and consulting completely re-engineered with AI [21:18] Major partnership announcement: Indonesian telecom embracing IBM's watsonx platform [22:23] AI agents demo: Multiple agents (HR, finance, legal) debating and constructing narratives [25:00] "Everyone talks about AI equals GPU" - Hans wishes clients understood that inferencing is more important [27:00] IBM's Asia Pacific vision: Reestablishing growing presence and differentiated technology approach [28:00] Closing Profile: Hans Dekkers, General Manager IBM Asia Pacific and China: https://www.linkedin.com/in/hans-a-t-dekkers/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

15. From Startup Ecosystem Builder to Strategic Investor: E27 and Orvel Ventures with Mohan Belani08.06.2025 (01:01:44)

    "If you take a step back and ask, how has the last 10-15 years panned out? The truth of the matter is that Southeast Asia has not done as well as it should have based on the reports and projections that existed earlier. There have been fundamental flaws from a culture standpoint with respect to how the ecosystem has been shaped. I think there has been too much of a mirror of what's happening in Silicon Valley and figuring out how to replicate those concepts in Southeast Asia, whereas there should have been a better, more localized, customized, regional model to suit the culture and concepts in this region. We've mirrored our fundraising, our entire ecosystem to be too much like Silicon Valley - blitzscaling style model, power law style investing which in hindsight, maybe were not the right approaches. There's also been an over-reliance on funding." - Mohan Belani, CEO & Co-founder of E27, Partner at Orvel Ventures Fresh out of the studio, Mohan Belani, CEO and co-founder of E27 and partner at Orvel Ventures, joins us to explore his 15 years of journey shaping Southeast Asia's startup ecosystem. In the conversation, Mohan reflected on the evolution of Southeast Asia's ecosystem through different eras and offered his perspectives in how startups need to navigate the current funding winter in Southeast Asia. He also shared the spark that inspired him to set Orvel Ventures and how the investment thesis will fit better for the Southeast Asia region. Last but not least, he offered his vision what great would look like for Orvel and E27 in the next decade. Episode Highlights: [00:01:00] The Spark from Silicon Valley [00:03:00] Foundational Lessons for Entrepreneurs [00:07:00] The Origin of E27 [00:10:00] E27’s Evolution into a Regional Powerhouse [00:13:00] Navigating the Phases of Southeast Asia’s Ecosystem [00:17:00] Media as Ecosystem Infrastructure [00:20:00] Building Regionally with Roadshows [00:22:00] Hard Lessons from Regional Expansion [00:23:00] Adapting to Emerging Tech Waves [00:25:00] Misaligned Expectations & the Silicon Valley Mirror [00:28:00] The Birth of Orvel Ventures [00:33:00] The Orvel Ventures Investment Model [00:36:00] Red Flags & Green Flags in Founders [00:40:00] Rethinking Exit Pathways in SEA [00:45:00] Promising Sectors in 2024 [00:48:00] Thoughts on Governance Failures [00:52:00] The Need for Critique in SEA Media [00:54:00] Vision for E27 and Oval Ventures [00:57:00] Closing and Echelon 2025 Profile: Mohan Belani: https://www.linkedin.com/in/mohanbelani/ CEO and co-founder of E27: https://e27.co Partner, Orvel Ventures: https://orvel.vc Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

16. From Accidental Hotelier to Longevity Pioneer: An Entrepreneur's Journey with Allen Law18.05.2025 (00:40:46)

    "I think the why is so important, but it's always not really being asked. Most people want to know, 'What's your growth look like?' or 'How is this offering different from another offering?' Those are the questions we get most of the time. But going back to the real why we actually do this in the first place is the most critical question if you ask me. For myself personally, it is all about having a positive impact in society. We have chosen to go down the route of wellness, fitness, and longevity to have that positive impact, which we believe is extremely important and a strong one whereby I'm personally putting a lot of energy, funds, and capital behind it to ensure we educate the community and society to establish and adopt healthy and active lifestyles that will only benefit the entire population." - Allen Law Fresh out of the studio, Allen Law, co-founder of MOVE Repeat, chairman of REVL, and principal of Seveno Capital, joins us to explore the holistic approach to wellness, fitness, and longevity across his entrepreneurial ventures. In the conversation, Allen explained his journey from "accidental hotelier" to longevity entrepreneur, outlining the six pillars of longevity. He emphasized that the gap isn't in knowledge but in action, highlighting how his upcoming 38,000 square foot facility in Singapore brings medical, fitness, recovery, sleep, and nutrition services under one roof to help people change their lifestyles. Allen discussed how MOVE Repeat has acquired three brands operating in 50+ studios across five countries and shifted from traditional subscription models to pay-as-you-go to ensure consistent customer satisfaction. Last but not least, Allen describes what great would look like for his fitness, wellness and longevity businesses. Episode Highlights: [00:00] Quote of the Day by Allen Law [01:00] Introduction: Allen Law and his career journey [04:00] Career Lessons Shared: The importance of first principles and purpose-driven business beyond financial success [05:45] The six pillars of longevity: sleep, exercise, nutrition, avoiding harmful substances, social connections, and stress management [08:00] Move Repeat's expansion to three brands across five countries with over 50 fitness studios [11:45] Change of Business Model from Subscription to Pay as you go in Fitness Clubs focused on customer satisfaction [18:15] The holistic approach to wellness and why focusing on just one pillar isn't enough [20:00] Allen's upcoming 38,000 square foot facility combining medical, fitness, recovery, and nutrition services [26:00] Bridging the gap between wellness knowledge and action through lifestyle change support [31:00] Using science and data tracking to show measurable improvements in health metrics [32:00] Democratizing wellness to make longevity accessible for the 50% rather than the wealthy 5% [35:00] Community building as the foundation for growth in wellness businesses [38:00] Closing Profile: Allen Law, Co-Founder, MOVE Repeat, Chairman, REVL Training, Principal, Seveno Capital, Founder, Park Hotel Group. Allen's LinkedIn: https://www.linkedin.com/in/allenlawphg/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

17. Building WhatsApp for 3 Billion Users with Alice Newton-Rex05.05.2025 (00:36:50)

    "Now, some people are only ever going to want to use WhatsApp to message the people in their life, and they should be able to carry on doing that and have an incredibly simple experience in doing so. But we're increasingly seeing that users want to use WhatsApp for more than messaging close friends and family. It's why we're doing things like business messaging. It's why we built new features like channels and status and updates tab separate from your personal chats. We think that if we carry on getting the core of private messaging right, it also gives us the opportunity to build more of these features that users want." - Alice Newton-Rex Fresh out of the studio, Alice Newton-Rex, Vice President and Head of Product at WhatsApp, joins us to explore how the messaging platform balances innovation with privacy for over 3 billion users worldwide. In the conversation, Alice explained WhatsApp's three guiding principles: simple, reliable, and private. She emphasized that the features they say "no" to are often more important than those they approve, highlighting how WhatsApp has evolved beyond personal messaging to include business services that serve over 200 million businesses globally and balancing innovation with trust on how Meta AI is integrated into the platform. Last but not least, Alice describes what great would look like for WhatsApp continuing to be the most private way for people to communicate while maintaining simplicity and reliability at global scale. Episode Highlights: [00:00] Quote of the Day by Alice Newton-Rex, VP & Head of Product, WhatsApp [01:34] Alice's Career Journey from Classics to WhatsApp. [04:32] WhatsApp's three core principles: simple, reliable, and private. [06:43] Best product decisions: knowing when to say "no". [09:43] Mobile-first strategy shapes WhatsApp's business model. [11:21] Small businesses use WhatsApp extensively in emerging economies. [13:58] WhatsApp Business ecosystem reaches 200 million users globally. [16:02] End-to-end encryption forms foundation of WhatsApp's privacy commitment. [18:38] Features keep core experience simple while adding optional functionalities. [21:18] User trust prioritized over speed of iteration. [24:32] Messaging will be how most people interact with AI. [26:40] AI features: optional, visually distinct, with clear user control. [32:53] Privacy enables authenticity in everyday communication. [34:13] Future WhatsApp: keeping simple, reliable, private communication for billions. [35:35] Closing. Profile: Alice Newton-Rex, Vice President & Head of Product, WhatsApp LinkedIn: https://www.linkedin.com/in/alice-newton-rex-4713191a/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

18. How Databricks Revolutionize Intelligent Enterprise AI in ASEAN with Patrick Kelly06.04.2025 (00:41:48)

    " We did a survey with The Economist globally which obviously included Europe and APAC as well. And we asked the question, 'Does my organization's current architecture supports the unique demands of AI workloads.' Basically 85% said, 'No. We don't have the architecture to support it.' Some partially does, but it needs lots of modifications. So we can still feel a lot of people are still in the early stages and that data point ties back to: 85% of GenAI [proof of concepts] has not gone into production. I think that another interesting point is, 'Does your architecture connect AI application? -your relevant business data.' which is probably nearly even more important for me. Again, it was still about 80%- 'We don't have that.' Because that business data is all over the place. Without the clean data, you cannot get good AI." - Patrick Kelly Fresh out of the studio, Patrick Kelly, Senior Director for Digital Natives, Startups & Enterprise and Commercial Sales in Southeast Asia at Databricks, joins us to discuss how data intelligence is powering enterprise AI applications in ASEAN. Beginning with his career journey from network engineering to tech leadership across Asian markets, Patrick explained how Databricks pioneered the Lakehouse architecture and integrated generative AI into enterprise workloads. Emphasizing the critical role of data quality in AI success, he showcased compelling customer case studies from across ASEAN and revealed striking generative AI trends in Asia - notably that 85% of organizations lack proper architecture to support AI workloads, reinforcing that clean data remains foundational for effective AI implementation. Patrick concluded by sharing his vision of what success looks like for Databricks in Southeast Asia. Audio Episode Highlights: [00:46] Quote of the Day #QOTD [01:49] Introduction: Patrick Kelly from Databricks [02:28] Career journey from network engineering to technology sales leadership [06:43] Lessons from Patrick's career journey [09:10] The Data & AI total market opportunity in Southeast Asia and How Databricks is poised to capture the market. [10:08] How Databricks pioneered the Lakehouse concept, combining data lake and data warehouse capabilities. [15:24] The One Thing that Patrick know about Databricks that very few do. [17:52] Customer success stories from Grab, GetGo, GovTech to Siam Commercial Bank [22:50] How Mosaic AI positioned Databricks to develop enterprise-quality AI solutions with customers. [27:29] Key Trends in Asia Pacific on Generative AI. [32:23] The Importance of Data Architecture for Enterprises adopting AI. [35:13] Advice for Businesses on Implementation of AI [37:25] What does great look like for Databricks? [41:40] Closing remarks and invitation to the Data and AI Summit. Profile: Patrick Kelly, Senior Director for Digital Natives, Startups & Enterprise and Commercial Sales in Southeast Asia at Databricks. LinkedIn: https://www.linkedin.com/in/patrick-kelly-aab6168/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

19. The Lazarus Group, The Bybit Hack and Sanctions: The New Battleground with Andrew Fierman30.03.2025 (00:47:37)

    "The thing that's most fascinating, we talk a lot about how complex North Korea is here but when you compare it to some of the other illicit groups, particularly those that are sanctioned, say your terrorist organization that's soliciting donations on Telegram or some other social media outlet understanding what that difference in the level of complexity is, I think is really fascinating to actually know about. When we're talking about DPRK, we're talking about laundering of funds through tens of thousands. By the time we're done, it'll be hundreds of thousands of wallets. And then on the other end of it, We have a terrorist organization that was, sanctioned mid last year for facilitating on behalf of Hamas. After they got sanctioned and their addresses that they were using, got seized and disrupted. They got annoyed and they tried to bridge funds with their new Ethereum wallet after they received a few donations and they didn't even have the gas fees to facilitate it. And the transaction,  when we're talking about the difference in the level of complexity here, it is really fascinating to know the nuance and it's not to say that, other nation states, like Russia or Iran don't have any level of complexity. They certainly do." - Andrew Fierman, Head of National Security Intelligence at Chainalysis Inc Fresh out of the studio, Andrew Fierman, Head of National Security Intelligence at Chainalysis, provides an in-depth analysis of the recent $1.5 billion Bybit hack orchestrated by North Korea's Lazarus Group. Starting from his career journey from traditional banking to blockchain analytics, Andrew shares his expertise on how sanctioned entities operate in the cryptocurrency space and the sophisticated techniques employed by state-sponsored hackers. He explains how blockchain's transparency enables tracking of stolen funds. Andrew details how sanctioned states are increasingly turning to stablecoins and decentralized finance to evade traditional banking controls, while emphasizing the importance of KYC procedures and blockchain analytics in disrupting illicit activities. Last but not least, Andrew shares his perspectives on emerging threats in cryptocurrency security, including how AI-powered deepfakes and digital identity forgery are lowering barriers to sophisticated attacks. Audio Episode Highlights: [00:46] Quote of the Day by Andrew Fierman #QOTD [02:38] Introduction of Andrew Fierman, Head of National Security Intelligence at Chainalysis [05:54] Differences between traditional financial monitoring and blockchain transparency [08:22] Explanation of the Bybit hack and how the hack occurred through a third-party vendor [12:06] Lazarus Group's operational methods and their technical advancement [15:10] Evolving tactics in the laundering process [16:18] The importance of patience in tracking and disrupting funds [19:39] Role of blockchain analytics in identifying and mitigating risks [19:47] Challenges in tracing through bridges and DeFi protocols [22:17] Comparison of North Korea's sophistication versus other sanctioned groups [24:51] How exchanges can bolster their defenses against attacks [27:52] Discussion of the Chainalysis 2025 Crypto Crime Report [31:24] Secondary sanctions and their impact on international crypto payments [35:28] Regulatory challenges around decentralized finance platforms [37:42] Dusting attacks and their implications for everyday users [40:43] Emerging threats in the crypto space [41:38] Lowering barriers to sophisticated attacks through AI and deepfakes [44:11] What success means for the crypto industry in fending off sanctioned groups [46:35] Closing Profile: Andrew Fierman, Head of National Security Intelligence at Chainalysis Inc https://www.chainalysis.com/ LinkedIn: https://www.linkedin.com/in/andrew-fierman-87511611/ Chainalysis Crypto Crime Report: https://go.chainalysis.com/2025-Crypto-Crime-Report.html Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

20. Building Networks, Not Just Hiring: The Global Talent Strategy with Mark Reinecke21.03.2025 (00:37:04)

    "When I discuss with senior leaders, interview them, or assess them for senior roles, they often come to me, and I ask them: 'What makes you unique? How do you see yourself?' Eighty percent of them tell me what they can't do. They talk about their development needs, and I say, 'Is that how you pitch yourself? Is that what you really bring to the table? You sit with a headhunter and tell me what you can’t do—why not tell me what you’re really good at?' Your exceptional value-add, your competitive advantage—that’s what makes an impact, not what you cannot do. Development needs require a mitigation strategy, yes, but I believe that focusing on your unique strengths will take you further in your career." - Mark Reinecke Fresh out of the studio, Mark Reinecke, SVP of Top Executive Management and Talent Acquisition at Airbus, shares his approach to the full life cycle of global talent management from acquisition to development and retention. Starting from his career journey, Mark shared his experiences and mental models in recruiting, developing and retaining top talent while emphasized how the STAR program in Airbus can gather experts from areas outside of Airbus to provide different perspectives on how the aviation industry can learn from best practices in other industries given the emerging technologies. Last but not least, Mark shared his perspectives on what does great look like for global talent management. Audio Episode Highlights [00:46] Lead with your unique strengths, not weaknesses [02:05] Introduction of Mark Reinecke, SVP at Airbus [02:41] Mark's career journey from automotive to aerospace [05:47] Key career lessons: daily learning and focusing on strengths [07:09] Mark's role managing top 250 leaders at Airbus [09:02] Approach to analysing global talent landscape [10:39] Integrating outside talent into aviation industry [12:54] The STAR Program: creating an ecosystem of external expertise [17:51] Challenges of integrating external talent into aviation culture [20:38] Airbus's tailor-made onboarding process with buddy system [21:40] Two-way learning between Airbus and STAR Program members [23:20] AI's future role in HR and talent management [28:25] The underestimated power of genuine professional networks [32:21] What excellence in global talent management looks like [34:40] Closing Profile: Mark Reinecke, Senior Vice President, Top Executive Management and Talent Acquisition and STAR Program Director, Airbus. LinkedIn: https://www.linkedin.com/in/mark-reinecke-6253b015/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

21. Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son with Lionel Barber02.03.2025 (00:38:39)

    "They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so many people rich. I mean, with other people's money. All these founders, he's given them money, he's been an enormous disruptor, and he's built global businesses. He's built a huge business in Japan on the mobile operator. So for all these reasons, I know he sometimes feels dissatisfied with his legacy, and he's now trying to build his greatest legacy in the march to artificial general intelligence. Maybe the legacy will finally be judged by whether this bet pays off. What will his role be in the AI revolution? I would say to him, 'You've done pretty well so far.' " - Lionel Barber, author of "Gambling Man" Fresh out of the studio, Lionel Barber, former editor of the Financial Times and author of "Gambling Man" joined us in a conversation to unravel the enigmatic figure of Masayoshi Son, the CEO of SoftBank Group. We began with Lionel's career journey as the former editor of Financial Times and why inspired him to work on this book. We progressed how he put together a nuanced portrait of Masa as a resilient outsider whose Korean-Japanese heritage fueled his drive to succeed in Japan's stratified society and shared stories of Masa's evolution from software distributor to global tech investor with Vision Fund. Lionel explains how this "eternal optimist" has consistently ridden technological waves for four decades while making and losing billions. He unpacks Masa's unique investment philosophy of thinking big, his revolutionary $100 billion Vision Fund that disrupted venture capital norms, and his latest half-trillion-dollar bet on AI. Throughout the conversation, Lionel reveals the complexity behind the caricature, arguing that history will remember Masa as an extraordinarily consequential figure in global tech investing despite his mixed record of spectacular wins and losses. Episode Highlights: [00:46] Introduction to Lionel Barber and his book on Masayoshi Son [01:34] Lionel's journalism career origins [03:57] Key lessons from Lionel's career [05:25] What makes Masayoshi Son unique [06:33] The resilience behind Masa's character [07:49] The "Gambling Man" and core themes [10:38] Challenges in documenting Masa's story [13:07] How Masa's Korean heritage shaped him [15:49] Defining moments in Masa's business career [18:33] Evolution from software distributor to global tech conglomerate [22:21] Masa's dual roles: operator and investor [24:21] Understanding Masa's investment philosophy [31:30] How Masa changed tech investing [34:30] The hardest question about Masa [35:23] Masa's historical legacy [39:10] Closing remarks and book recommendations Profile: Lionel Barber, Author of "Gambling Man" LinkedIn: https://www.linkedin.com/in/lionel-barber-473826135/ X: https://x.com/lionelbarber?lang=en BlueSky: https://bsky.app/profile/did:plc:yv5ux5l7lcvmxexdswey5hqx Gambling Man Profile Page: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 FT Profile: https://www.ft.com/lionel-barber Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

22. Scam Inc: How a $500B Crime Industry is Impacting the World with Sue-Lin Wong16.02.2025 (00:44:09)

    "We're all vulnerable. And I hadn't thought about that previously. I thought, oh, it's only a small group of people who might fall for this. What I've learned is actually [that] these scammers are so sophisticated. They have so much money. Based on my reporting, this industry, you know, is maybe more lucrative than the illicit drug trade, and these criminal syndicates might be making over 500 billion US dollars a year.  So that means they have access to the latest technology, whether it's voice cloning or face changing software. They can buy  the latest in AI tools. they can stay several steps ahead of most law enforcement organizations in most places in the world, and, you know, re-invest in their businesses, because that's how they view what they're doing. They just see this as a business line, and they want to make a profit. That's why we called the podcast Scam Inc, because I think the way to understand what we're seeing is that this is an industry and everyone's driven by profits. So the fact that the criminals have so much money makes it really difficult for governments, police or international organizations or banks or crypto exchanges or social media companies to tackle this huge and growing problem." - Sue-Lin Wong Fresh out of the studio, Sue-Lin Wong, Southeast Asia Correspondent for The Economist, joins us to uncover the dark world of online scams and how they’ve evolved into a $500 billion global crime industry. She shares her investigative journey behind Scam Inc., her latest podcast series, revealing how cybercriminal syndicates operate like multinational corporations—leveraging AI, crypto, and human trafficking to fuel their scams. Sue-Lin explains why Southeast Asia has become a hub for these illicit operations, the psychological manipulation that makes anyone vulnerable, and the deep-rooted connections between scamming, money laundering, and political corruption. We discuss the Kansas bank collapse, the rise of pig butchering scams, and how law enforcement struggles to keep up with decentralized criminal networks. Closing the conversation, Sue-Lin highlights what individuals, governments, and financial institutions must do to fight back against the next wave of AI-powered fraud. Audio Episode Highlights: [00:00:46] – Opening Quote by Wong Sue-Lin #QOTD [00:02:12] – Bernard’s Introduction & Podcast Overview [00:03:09] – Sue-Lin’s Journalism Journey: From Reuters to The Economist [00:05:58] – The Birth of Scam Inc.: Investigating the Industry [00:07:16] – The Changing Face of Crime: The ‘Gig Economy’ of Scamming [00:10:13] – The Meaning of ‘Pig Butchering’ Scams & Their Chinese Origins [00:14:34] – How COVID-19 Turned Scams Into a Global Epidemic [00:16:33] – Inside Scam Compounds: The Story of Rita from the Philippines [00:21:15] – The Alice Guo Scandal: Political Corruption & Scams in the Philippines [00:25:33] – How Scammers Launder Billions & The Role of Crypto [00:30:14] – Why Crypto Isn’t as Anonymous as Criminals Think [00:35:46] – AI-Driven Scams: The Next Frontier of Cybercrime [00:42:10] – Solutions: What Governments & Companies Must Do [00:44:46] – How Individuals Can Protect Themselves [00:50:46] – Final Thoughts & The Future of Scam Inc. Profile: Sue-Lin Wong, Southeast Asia Correspondent, The Economist LinkedIn: https://www.linkedin.com/in/suelinwong/ , Host of "Scam Inc" podcast series by The Economist: https://www.economist.com/audio/podcasts/scam-inc [Subscription Required]. Picture Credits in Marketing Image: Logo from The Economist Podcasts. Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

23. The eFishery Scandal and its impact to Southeast Asia with Kristie Neo09.02.2025 (00:47:18)

    "So that was back in 2021. And then after Revolution Precrafted, there was Zilingo in 2022, and then Tanihub and Investree - which were P2P lenders in 2023(24) - and then eFishery. So actually every single year we've been getting pretty big blow ups. But as I was looking at the cases for each of them, one thing I've noticed is the sophistication of the fraud is actually becoming more advanced." - Kristie Neo Fresh out of the studio, Kristie Neo, an independent journalist covering tech and venture capital, joins us to dissect the rise of startup fraud in Southeast Asia and why it’s becoming more sophisticated. She shares her journey from broadcast journalism to investigative reporting, reflecting on the shift from high-growth hype to market corrections and corporate scandals. Kristie unpacks the eFishery scandal, explaining how founders manipulated financials and how investors got misled. She discusses why due diligence often fails, the role of unchecked valuations, and the impact of drying venture capital on the region’s startup ecosystem. Addressing investor confidence, Kristie explores what it will take to restore trust and accountability in Southeast Asia’s tech scene. Closing the conversation, she shares her vision for a more transparent startup ecosystem and what great looks like for the region’s next wave of entrepreneurs. Episode Highlights: [00:46] Quote of the Day by Kristie Neo [01:07] The Rise and Fall of Southeast Asian Unicorns [03:53] From Fundraising Frenzy to Market Correction [09:22] Breaking Down the eFishery Scandal [15:25] How Did eFishery Manipulate Its Financials? [19:39] Why Investors Fell for the eFishery Story and Other Similar Ones [22:51] The Evolution of Fraud: From Vanity Metrics to Revenue Manipulation [27:59] Due Diligence & the Role of VCs in Startup Fraud [31:45] How Will This Impact Future VC Investments in Southeast Asia? [32:49] The Need for Legal Consequences for Founders Committing Fraud [38:45] The Secondaries Market and the Liquidity Problem [42:13] Southeast Asia’s Future: Can the Region Build Bold & Ambitious Businesses? [46:23] Closing Profile: Kristie Neo, Independent Journalist (former DealStreetAsia, CNBC, We Are Social & Channel News Asia) https://www.linkedin.com/in/kristieneo/ and her article: "Thank you eFishery, Southeast Asia is officially off the kool-aid" https://www.linkedin.com/pulse/thank-you-efishery-southeast-asia-officially-off-kool-aid-kristie-neo-h0z0c/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

24. How Agentforce is Transforming Businesses in ASEAN with Sujith Abraham02.02.2025 (00:38:08)

    "What's the point if it's a fast platform, but I still have to go somewhere else? And the last thing is speed. Right now, especially in our region, it's a land grab. When we think about some of the fastest-growing economies in the world—Indonesia, for example, Vietnam, the Philippines—you have hundreds of millions of people here. What we see in every customer I speak to is interest in how they use our platform to move faster, to deploy AI. They don't want to have to build a foundation level of AI, integrating all those elements themselves. They want to deploy it faster. When you think about our history, we have 250 petabytes of data being accessed by 150,000 customers every single day. When you take that set, we had to get this right. We had to because we have thousands of engineers focused on building these platforms so our customers don't have to—so they can deploy innovation and create truly unique and differentiated customer journeys." - Sujith Abraham Fresh out of the studio, Sujith Abraham, Senior Vice President and General Manager, ASEAN at Salesforce, joins us to explore how Agentforce 2.0 is transforming enterprise AI. He shares his journey from automotive engineering to tech leadership, reflecting on the rise of AI agents that move beyond chatbots to take real-world actions. Sujith explains how Agentforce 2.0 integrates across Salesforce products like Slack and Tableau, helping businesses automate sales, customer service, and marketing. He highlights how banks, airlines, and telcos in Southeast Asia are leveraging AI for growth, alongside Salesforce’s shift to a pay-as-you-go model for easier adoption. Addressing AI trust and governance, he underscores data privacy and enterprise-grade AI security. Closing the conversation, Sujith shares his vision for AI-driven customer engagement and what great looks like for Salesforce & Agentforce 2.0 in ASEAN. Profile: Sujith Abraham, Senior Vice President and General Manager, ASEAN for Salesforce, LinkedIn: https://www.linkedin.com/in/sujithabraham/ Audio Episode Highlights: [00:46] Quote of the day by Sujith Abraham [01:44] Introduction: Sujith Abraham, Senior Vice President and General Manager, ASEAN for Salesforce [02:22] Sujith’s Career Journey [03:51] Career Lessons from Sujith [05:26] What is Salesforce & Its Mission? [08:27] Definition of Generative AI & AI Agents in the context of enterprises [11:22] Introduction to Agentforce 2.0 [15:37] AI Across Salesforce Products [20:22] Enterprise AI Adoption & Challenges [22:51] The Business Model of Agentforce [24:07] Industry Use Cases in Southeast Asia [25:47] AI Governance & Trust at Salesforce [27:54] Choosing the Right Large Language Model (LLM) [28:55] Advice for Business Leaders on AI Adoption [30:60] The One Thing Sujith Knows About Salesforce & Agentforce in ASEAN That Very Few Do [32:48] The One Question Sujith Wants More People to Ask: Why Salesforce? [34:45] What Does Great Look Like for Salesforce? [37:05] Closing Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

25. Undivided Ventures: AI, Sustainability & Data Centre Technologies with Ariel Shtarkman26.01.2025 (00:44:37)

    " Now, the beauty about the real estate industry, if you look outside and you look at the commercial buildings, you have a lot of data generated on a daily basis. The challenge is, what do you do with this data? How do you mine this data in a smart way to give you better investment decisions going forward [or] better decisions on how you run the building? Where are the opportunities to reduce your expenses? On the climate side, how do you reduce your operational carbon? How do you make those buildings better? I think that here, Gen AI, can help big time, because any solution that will mine this data smartly and will create a result, an output, that end users and owners can use to their advantage.” - Ariel Shtarkman Fresh out of the studio, Ariel Shtarkman, Managing Partner and Co-Founder of Undivided Ventures, joins us to share the mission and vision of Undivided Ventures and how the fund is driving innovation at the intersection of sustainability, PropTech, and construction technology. Beginning with her origin story, Ariel reflected on her journey from real estate private equity in New York to becoming a venture capitalist championing sustainable technologies in Asia. She elaborated on Undivided Ventures’ investment thesis, focusing on scaling sustainability-driven innovations in the built environment and shared key portfolio highlights, including successful investments like Structure Pal. Ariel also explored the transformative potential of generative AI, robotics, and data centers in addressing challenges in real estate and construction. Last but not least, she offered her insights on navigating fundraising in a challenging venture capital landscape and painted a compelling vision of what great looks like for Undivided Ventures. Audio Episode Highlights: [00:46] Quote of the Day: Ariel Shtarkman on data and AI in real estate. [01:40] Introduction: Ariel Shtarkman, Managing Partner at Undivided Ventures. [04:23] How she co-founded Undivided Ventures with Alex. [06:08] Lessons from her career journey. [08:06] Overview of Undivided Ventures and its investment thesis. [10:33] Recent highlights of the fund’s portfolio. [12:46] Unique insights into Undivided Ventures’ investment approach. [14:59] Lessons learned from fundraising in challenging times. [17:28] Generative AI’s impact on PropTech and sustainability. [21:00] Case study: Structure Pal’s innovative approach in PropTech. [23:35] Traits of founders that attract investment. [27:19] Red flags in startups and founders. [29:24] Approach to valuation and avoiding overblown valuations. [31:19] Insights on data centers and how to think about data center technologies globally. [37:09] Robotics and their evolving role in construction. [39:12] The one question that Ariel wishes people would ask her more about Undivided Ventures. [41:18] What does great look like for Undivided Ventures over the next few years. [42:32] Closing. Profile: Ariel Shtarkman, co-founder and managing partner, Undivided Ventures: https://www.undivided.vc/about and LinkedIn profile: https://www.linkedin.com/in/ariel-s-2850322/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. 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/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288