Raditya Wibowo: Gojek Chief Transportation Officer, Founder MAKA Motors & How Hard Can It Be? - E468

Raditya (Dito) Wibowo, CEO & Founder of MAKA Motors, and Jeremy Au discussed:

1. Gojek Chief Transportation Officer: Raditya describes his seven-year tenure rise from managing a nascent on-demand transportation service from the modest two-story home HQ with only 2 toilets to becoming Chief Transport Officer. Developing Gojek's first dynamic pricing algorithm was key to beating competition from traditional and emerging tech players. His strategic thinking was pivotal in navigating these emerging problems, including how to navigate the demand vs. supply aspects of Ramadan.

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Jesse Choi: Bain Capital & Stanford MBA, Moving To Indonesia For Love & Founding Reku Investment Platform - E469

Jesse Choi, Cofounder of Reku, and Jeremy Au discussed:

1. Bain Capital & Stanford MBA: Jesse shared his journey from an operations research and economics student at Columbia University to an early career at Bain management consulting and Bain Capital private equity. His Stanford MBA experience also expanded his professional network, deepened his analytical skills and broadened his career horizons.

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China: Black Myth Wukong $1B AAA Game, $86B Tencent Publisher (League of Legends, SEA Group & VNG) & ​​Real Estate Bubble Burst - E470

Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed:

1. Black Myth Wukong $1B AAA Game: Jianggan and Jeremy examined the reinterpretation of 'Journey to the West' in the gaming blockbuster 'Black Myth: Wukong'. The developers overcame huge skepticism, incorporated complex cultural narratives into gameplay and overcame technical challenges to balance traditional storytelling with modern gaming technology. They also discussed the parallels with Indian and Southeast Asia mythology.

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Serena Lam: Vietnam Refugee Inspiration, IBM to SaaS Founder & Sales Automation Consequences - E471

Serena Lam, CEO & Cofounder of Fuzzy Sequence, and Jeremy Au discussed:

1. IBM to SaaS Founder: Serena described her seven-year tenure at IBM, where she tackled diverse strategic roles across the U.S., China, and India. This experience provided her with a robust foundation in technology and business strategy, crucial for her later ventures. She emphasized the comfort and security of a well-structured corporate environment, noting how it fostered her ability to save and enjoy a reliable income, which contrasted with the uncertainties of startup life.

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Rob Snyder: McKinsey to Harvard MBA Founder, ​​Cracking Product-Market Fit & Accelerate Or Die - E472

Rob Snyder, Founder of Reframe, and Jeremy Au discussed:

1. McKinsey to Harvard MBA Founder: Rob detailed his initial career moves from political philosophy to starting at McKinsey, where he developed critical analytical skills and professional discipline. His time at Harvard Business School was shaped by the “Founder's Journey” course, which provided a realistic portrayal of the challenges in entrepreneurship through case studies and alumni insights, preparing him for t ing Product-Market Fit: Rob's strenuous two year journey to identify product-market fit was marked by numerous strategy pivots. Direct customer feedback led to a streamlined product offering and catalyzed a growth spurt, increasing revenue from zero to $4 million ARR. He shared on how and why psychological barriers like confirmation bias were harder to overcome than the actual pivots.

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Singapore: Johor Special Economic Zone, US Anti-China Reverse CFIUS & Regional Trade Diversification with Shiyan Koh - E473

Shiyan Koh, Managing Partner of Hustle Fund, and ​​Jeremy Au discussed:

1. Johor Special Economic Zone (SEZ): They explored the potential impact of the upcoming Johor-Singapore SEZ agreement, scheduled for signing in November. The SEZ, which is more than 4 times the size of Singapore, is seen as an opportunity to deepen economic ties between the two regions by leveraging Singapore’s capital, technology, and skilled workforce alongside Johor’s land and infrastructure. They noted regulatory challenges such as Johor’s year-long permit approval process, which contrasts with quicker timelines in other Malaysian states like Selangor. Both emphasized that political cooperation across Malaysia's federal government, Singapore and Johor's state government & king would be essential to the SEZ’s success, particularly in attracting multinational corporations (MNCs) and improving labor mobility across the border. They discussed the anticipated real estate developments, economic forecasts and potential surge in cross-border economic activities.

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Startup, Founder, Vietnam, Europe Jeremy Au Startup, Founder, Vietnam, Europe Jeremy Au

Oscar Jesionek: Austria Digital Nomad to Vietnam Founder, Audio Learning Product-Market Fit & Trust Your Gut - E474

Oscar Jesionek, CEO & Cofounder of Fonos, and Jeremy Au discussed:

1. Austria Digital Nomad to Vietnam Founder: Oscar traces his entrepreneurial path, starting from his academic background in economics in Austria to his diverse professional experiences in headhunting, healthcare, and finance. His early career was a period of self-discovery, where he evaluated various sectors and geographies before narrowing his focus to roles that aligned with his values and desire for social impact. Oscar shares how these experiences, along with a growing dissatisfaction with conventional industries, led him to Vietnam, where he found a deeper sense of purpose through entrepreneurship.

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Founder, Fintech, Startup, Women Jeremy Au Founder, Fintech, Startup, Women Jeremy Au

Sherry Jiang: Founder Poker Strategy, Navigating Product-Market Fit Pivots & Big Tech Career Advice- E475

Sherry Jiang, CEO & Cofounder of Peek, and Jeremy Au explored three key topics:

1. Navigating Product-Market Fit Pivots: Crypto winter forced Sherry to pivot from her original idea—an algorithmic stablecoin protocol for Southeast Asian currencies. This shift led to the creation of Peek, an AI-powered platform for managing net worth. She highlighted the challenges of gaining traction, facing ambiguous customer demand, and maintaining deep customer engagement. Sherry emphasized how adaptability is essential when an original business model fails to fit the market. She candidly discussed the emotional and logistical hurdles of steering a company through such changes, underscoring the need for transparent communication with both internal teams and external stakeholders, especially investors.

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Joseph Mocanu: PHD MedTech Founder, Global Healthcare VC & Emerging Manager Investor Myths - E477

Joseph Mocanu, Managing Partner at Verge HealthTech Fund, and Jeremy Au discussed:

1. PHD MedTech Founder: Joseph shared his educational journey from studying molecular genetics at the University of Toronto where he initially focused on aging and cancer research, to realizing the essential role of business skills in bringing scientific advancements to market. This prompted him to pursue an MBA, which catalyzed his early entrepreneurial ventures, including co-founding a medical device startup at the age of 22, specializing in real-time brain imaging.

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VC and Angels, Founder, Malaysia, Women Jeremy Au VC and Angels, Founder, Malaysia, Women Jeremy Au

Audra Pakalnyte: Lithuania To Malaysia, Adapt & Localize (Groupon Malaysia, KFit & Fave) & First Move VC Partner - E478

Audra Pakalnyte, Partner at First Move, and Jeremy Au discussed:

1. Lithuania To Malaysia: Growing up as the youngest of three daughters, Audra's childhood was shaped by Lithuania's national post-Soviet transformation. Her parents' dinner table conversations about multiple entrepreneurial ventures taught her first lessons in business dynamics and the necessity for adaptability. These early experiences instilled a deep understanding of market dynamics and the entrepreneurial resilience required to navigate them. With serendipity and seeing the right opportunity, she moved to Malaysia and begun her startup journey with Khailee Ng and Joel Neoh at the first generation of local startups.

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Vietnam: $3.3B Super Typhoon Disaster, VNG Police Raid & GoJek Market Exit with Valerie Vu- E479

Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed:

1. $3.3B Super Typhoon Disaster: Super Typhoon Yagi caused over $3.3 billion in damage and resulted in more than 300 deaths in northern Vietnam. The typhoon was one of the worst in 30 years, which significantly disrupted Vietnam’s economy with power outages in factories and offices for over a week. As a result, the country's GDP growth forecast was reduced by 0.15%. They also highlighted Southeast Asia's susceptibility to natural disasters which are often underappreciated by global investors.

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Indonesia: Pope Visit, Shrinking Middle Class & Policy Reforms & Financial Literacy with Gita Sjahrir - E476

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed:

1. Pope Visit: They reflect on Pope Francis’ recent visit to Indonesia, emphasizing its significance as a beacon of positive media influence. The visit was part of a broader Asia Pacific tour and marked the first extensive travel of the Pope to the region. Gita noted the massive turnout, with events drawing large crowds, celebrating Indonesia's commitment to diversity and religious tolerance.

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Borko Kovacevic: Serbia Childhood to Singapore, 17 Years at Microsoft & Podcast Founder Poddster - E480

Borko Kovacevic, Cofounder of Poddster, and Jeremy Au discussed:

1. Serbia Childhood to Singapore: Borko reflected on his childhood in Serbia during the 1980s and 1990s, witnessing both Yugoslavia's prosperity and the hardships of the Bosnian and Kosovo wars. Economic instability and rising crime taught him street smarts and resilience, values he now aims to instill in his children, who are growing up in Singapore’s safety. He stressed the importance of teaching gratitude and perseverance despite their comfort, helping them appreciate hard work and innovation. Borko contrasted his challenging upbringing with his children’s blessings, focusing on how to nurture their development without fostering complacency.

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APAC VC Panel: India Early-Stage Recovery, Emerging Markets Cross-Border Challenges & Deep Tech Boom - E482

Jeremy Au moderated a panel of venture capitalists to unpack the key trends shaping APAC’s investment landscape. Nruthya Madappa emphasized India's rapid recovery in early-stage VC, driven by second and third-time founders and $600 million deployed across 80+ companies at 3one4 Capital. She outlined how India's growing consumer class now outpaces China’s, creating new market opportunities. Brent Ogilvie highlighted Pacific Channel's 98% IRR over 14 years, investing in health, food, and environmental startups, while spotlighting the growing role of AI in deep tech. Ashwin Raguraman pointed to India’s Semiconductor Policy as a key driver of innovation in deep tech. The panelists also noted macroeconomic shifts, including capital moving from China due to geopolitical tensions, and how India’s Unified Payments Interface (UPI) is transforming fintech. They reflected on the broader shift toward sustainability and economic independence, reshaping how VCs allocate capital across the region.

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Arthur C. Clarke’s “Crazy” 1974 Prediction, 10X vs. Status Quo & Tech Marketing Principles - E490

Jeremy Au explored the evolution of technology marketing and how marketers have adapted to communicate complex innovations effectively. He began by referencing sci-fi writer Arthur C. Clarke’s 1974 “crazy” prediction about how their room-sized computers would eventually shrink to the size of briefcases and that people would eventually be able to work from anywhere in the world. Early software marketers like WordStar focused on explaining and promoting “groundbreaking” features, such as moving text blocks—capabilities that were previously unimaginable with typewriters. Jeremy emphasized that while technology continues to advance, the core human desires for status, security, and convenience remain unchanged. Companies like Apple, with products like the augmented reality Vision Pro and Apple Watch, and Dyson have mastered the art of blending functionality with premium status to appeal to early adopters and affluent consumers. He concluded by noting that despite the shifting landscape of technology -from floppy disks to cryptocurrency and AI companions - the fundamental marketing strategy endures: simplify the message and prioritize solving immediate consumer needs, a timeless approach evident in both historic and modern claims of achieving 10x disruptive improvements vs. the pain of the status quo.

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Indonesia: 109 Member 48 Ministry Cabinet Coalition, Temu Ban, TikTok & Bukalapak & VC Investments with Gita Sjahrir - E491

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed:

1. 109 Member 48 Ministry Cabinet Coalition: With the inauguration on October 20, 2024, President Prabowo Subianto expanded the cabinet from 34 to 48 ministries, the largest since 1966. Prabowo's coalition-building strategy is to accommodate political allies and unify the seven-party coalition behind him. They drew comparisons to Germany’s coalition politics, emphasizing the importance of coordination between Indonesia’s national and regional leaders for effective governance.

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Tina Amper: Geeks on a Beach, 12M Filipino Diaspora Reverse Culture Shock & Burnout to Community Leader - E489

Tina Amper, Strategic Director of Geeks on a Beach, and Jeremy Au discussed:

1. Burnout to Community Leader: Tina shared her experience of migrating from the Philippines with an engineering degree from the University of San Carlos to California’s booming tech industry in the 1990s. She excelled in product marketing and business development roles, but ultimately burned out after years of travel and high-intensity work. By 2010, her mother's declining health prompted her take a sabbatical and return to her hometown Cebu, which was being transformed by the growing business process outsourcing (BPO) industry. This proved to be fertile ground for her exploration and cultivation of a thriving local tech community.

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Singapore Vetoes Allianz $4.4B Insurer Acquisition, NTUC 1961 History & Income Cooperative Mandate & Trump vs. Kamala Impact on Southeast Asia with Shiyan Koh - E488

Shiyan Koh, Managing Partner of  Hustle Fund, and ​​Jeremy Au discussed:

1. Singapore Vetoes Allianz $4.4B Insurer Acquisition: They discussed the Singapore government’s veto of the NTUC Income and Allianz merger, primarily over concerns of an undisclosed plan for $2B capital withdrawal post-merger. This case illustrated the delicate balance required between pursuing financial strategies and adhering to a social mission, especially in a cooperative structure transitioning to a corporatized entity.

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 David vs. Goliath: Startup Disruption, Incumbent Scale & Asymmetric War For Customers - E487

Jeremy Au breaks down the "David vs. Goliath" dynamics of startups challenging industry giants. Startups face unique marketing challenges but can thrive by focusing on experimentation and innovation, creating entirely new market categories. Just like the rise of oat milk and nicotine vapes, disruptive marketing turned once-unknown products into billion-dollar industries. He covers the case study of Southeast Asian unicorns Grab and Gojek who leveraged their agility to outmaneuver Uber and local taxi fleets in Singapore and Indonesia.

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Michael Chua: Consultant to Award-Winning Actor at Age 50, AI Disrupting Filmmaking & Climbing the 'Third Mountain' - E486

Michael Chua, Award-Winning Actor, and Jeremy Au discussed:

1. Consultant to Award-Winning Actor at Age 50: Michael had a a long and successful career as a technology consultant traveling across Europe. At the age of 50, he was talent-scouted through a Facebook photo to become an actor. His curiosity exploring a new creative field quickly blossomed into a successful career, with over 400 acting credits and several awards, including Best Actor and Best Film at the Singapore International Film Festival. He shared his experience learning to act in films like Ilo Ilo which won the prestigious Camera d'Or award at the 2013 Cannes Film Festival and the 50th Golden Horse Awards in 2014. He also discussed his experience acting in popular YouTube shows like Titan Academy led by JianHao (7.5 million subscribers).

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