BRAVE: David’s Slingshot VS. Goliath, Oatly’s Rise & Southeast Asia’s VC Jungle - E635

Spotify: https://open.spotify.com/episode/5LM1GnWqjF0pDAoFR9nb0J?si=8ca2c2a86a9640cb

Youtube: https://youtu.be/8tCzh1es3mk

Jeremy Au explained how startups evolve from chaos to clarity and how fragmentation in Southeast Asia creates both problems and opportunities. He used the jungle-to-highway model to describe startup growth, compared founders to David facing Goliath, and showed how innovation—like oat milk or vaping—turns small experiments into billion-dollar revolutions. Jeremy also reflected on how VCs spot talent early and why mastering Southeast Asia prepares companies for global expansion.