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"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] ClosingProfile: 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
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"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] ClosingProfile: 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
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Fehlende Folgen?
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"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 2025Profile: 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
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"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] ClosingProfile: 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
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"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
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" 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
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"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] ClosingProfile: 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
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"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] ClosingProfile: 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
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"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
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"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
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"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] ClosingProfile: 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
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"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] ClosingPodcast 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
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" 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
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"What does great look like? For us, it's being able to achieve this vision of a society of agents. So, if you can show clearly the economic value of a society when agents can influence other agents, agents can influence humans, and humans can influence agents, that would be something that I'll be very proud to say that we've accomplished. Because that's the beauty of really combining breakthroughs on the AI, on the autonomous agent front, and the value add of crypto. This is one of those very rare moments that crypto has that true potential value add, right? As a productivity lever and an economic lever in society." - Jansen Teng
Fresh out of the studio, Jansen Teng, co-founder and CEO of Virtuals Protocol joins us to share the mission and vision of Virtuals Protocol and how the protocol intersects generative AI and web3, unlocking the world of autonomous AI agents powered by tokenization to unlock new economic possibilities. Beginning from his origin story, he explained how the Virtuals team explored and eventually come to the realization how tokenized AI agents can power entertainment, gaming and trading with Luna, the AI avatar that grew through the help of AI agents and even inspiring works of real art. Last but not least, Jansen offered his perspectives on the trends of agentic AI and web3 and elucidate what great looks like for the Virtuals Protocol.
Audio Episode Highlights:
[00:46] Quote of the Day by Jansen Teng, co-founder and CEO of Virtuals Protocol
[02:33] Introduction: Jansen Teng
[03:46] Jansen Teng shares his origin story in crypto, gaming, and AI
[06:27] Early experiments with AI agents and gaming in Roblox
[07:44] Realizing AI agents as revenue-generating assets
[09:15] Tokenization and Economic Innovation in Virtuals Protocol
[13:17] Navigating challenges during the bear market and pivoting to virtual Protocol
[17:32] Virtuals Protocol's Vision and Mission for creating and co-owning AI agents
[19:46] Observations of agents mimicking societal roles and functioning autonomously
[23:16] The story of Luna and her evolution as an AI influencer
[31:20] How autonomous agents sparked creativity in the crypto space
[40:19] Balancing innovation and scaling challenges for Virtuals Protocol
[43:53] The evolving vision of Virtuals Protocol and the society of agents
[47:21] Virtuals Protocol as the economic foundation for AI agents
[50:56] Challenges and trends in the AI agent ecosystem
[53:19] Exploring billion-dollar verticalized AI agents
[57:28] ClosingProfile: Jansen Teng, co-founder & CEO of Virtuals Protocol.
LinkedIn: https://www.linkedin.com/in/jansenteng
Twitter: https://x.com/ethermagePodcast 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
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"People always ask us this question, what can I learn from that country? People ask us about this from the report especially when we're talking to policymakers, or what should I learn from Malaysia? What should I learn? The thing to learn is to not learn to replicate exactly. But the thing to learn is sort of what are the principles behind what works for them. What are your comparative advantages, Every country needs to be asking that for themselves. So for Vietnam, comparative advantages are things like proximity to China, and an ability at a geopolitical level to navigate between the U.S. and China. They do this pretty delicately, given their history with both countries. There's an acquiescence by the major powers also to not force Vietnam to take sides. And, you know, and so it's a delicate balancing game that ASEAN always plays ..." - Gullnaz Baig
Fresh out of the studio, Gullnaz Baig, executive director from the Angsana Council, shares her perspectives on the "Southeast Asia Outlook 2024-2034: Navigating the High Winds" report by Angsana Council, DBS and Bain & Co. In our conversation, Gullnaz emphasized Southeast Asia’s unique strengths, including its cultural diversity, openness to innovation, and ability to navigate geopolitical complexities between global powers like China and the U.S. She highlighted Southeast Asia’s resilience, citing its rising wealth, improving standards of living, and comparative advantages such as Vietnam’s strong STEM workforce and the Philippines’ English-speaking talent. Last but not least, she described the importance of leveraging regional collaboration and technology to foster sustainable growth and offered her thoughts on what great would look like for the region.
Episode Highlights:
[00:46] Quote of the Day by Gullnaz Baig
[01:28] Gullnaz Baig’s Career Journey and Key Milestones
[03:53] Introduction to the Angsana Council and Its Mission
[05:52] Career Lessons and Importance of Mentorship
[07:50] Southeast Asia's Economic Outlook for 2024-2034
[10:03] Collaboration Behind the Southeast Asia Outlook Report
[12:46] Economic Resilience of Southeast Asia Over the Past 30 Years
[16:58] Structural Challenges Across Southeast Asia
[20:29] Vietnam’s Growth Potential and Comparative Advantages
[25:17] Philippines’ Services Sector and Comparative Strengths
[26:14] Startups in Southeast Asia: Building and Scaling Across Borders
[29:51] Southeast Asia’s Receptiveness to New Technology
[31:50] China’s Influence and Opportunities in Southeast Asia
[34:42] Navigating Geopolitical Tensions Between China and the U.S.
[36:29] Leveraging China’s Strengths in Southeast Asia
[38:52] The question that Gullnaz would like people to ask her more: Who are Southeast Asians?
[45:19] What Does Great Look Like for Southeast Asia?
[47:03] ClosingProfile: Gullnaz Baig, Executive Director of Angsana Council
LinkedIn: https://www.linkedin.com/in/gullnazbaig/
Angsana Council: https://angsanacouncil.org/member/gullnaz-baig/Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig. 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
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“ Yeah. We plan to replace the fleet by 2040. We can't scrap all of them now because each bus lasts 18 years. So we have the depreciation for 18 years. They're all from the U.K. All the buses are from the U.K. All the double-deckers. That's the only country that makes double-decker buses, and it's the same as Singapore. All the double-deckers are from the U.K. Because of COVID, when we replace all these diesel buses with electricity, you need a lot more power and electricity to accommodate this. So the government has to work with us. But today, we can't really see that if we import all these 4,000 electric buses to Hong Kong, there will be enough charging stations. We'll have to build a new depot that accommodates electric buses. So in Yuen Long, we're building a seven-storey, new depot that can charge 1,000 buses every night. But after we build it, the government has to give us the confidence that they can give us the power to charge these buses. So there's no point building a new depot if there's not enough electricity to charge it. So we're delaying it now. But the idea is still the same. We will have to replace it with green energy because it's much better for the environment.” - William Louey
Fresh out of the studio, William Louey, 4th generation business leader of Kowloon Motor Bus (KMB), talks about his vision for transforming Hong Kong’s public transportation system through sustainability and innovation. He discusses KMB’s ambitious plan to electrify its bus fleet by 2040, highlighting the challenges of infrastructure, power supply, and government collaboration. He also shares his philanthropic efforts specifically on education and how they shaped the next generation of leaders to pay it forward. Last but not least, William shares what great would look like for KMB in a green and sustainable future.
Audio Episode Highlights:
[00:46] Quote of the Day (#QOTD) by William Louey
[02:07] Introduction to the Guest and KMB's Electrification Plan
[02:53] Influences from Family and Philanthropic Leadership
[04:44] The Beginnings of the Educational Foundation
[07:31] Shifting from Wealth Accumulation to Making an Impact
[18:11] Overview of KMB’s Role in Hong Kong’s Transportation Network
[21:35] Vision for Green Transit: KMB’s Electric Bus Roadmap
[23:15] Exploring Hybrid and Emerging Technologies
[25:31] Infrastructure and Power Challenges for Electrification
[28:46] Autonomous Vehicles and the Future of Public Transit
[34:16] The One Thing William Louey Knows that Very Few Do
[35:58] Balancing Technology and Employee Welfare
[37:26] What Does Great Look Like for KMB?
[40:19] Pet Buses and Women-Only Bus Routes in Hong Kong
[42:49] Closing Thoughts and ReflectionsProfile: William Louey, Businessman and Philanthropist in Hong Kong. William Louey serves as a non-executive director of Transport International and founding member of JNW Properties. He established the William S. D. Louey Educational Foundation in memory of his grandfather. The William S.D. Louey Educational Foundation provides scholarships and bursaries to academically outstanding students from Hong Kong and Greater China for overseas studies.
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig
Analyse Asia Main Site: https://analyse.asia
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"But what I didn't realize is that the main reason they wanted us in China was so that they could study our business model and figure out how to copy it over time. And that was something I wasn't expecting, but I should have. If I were less naive, And if I were better prepared, I would have realized that was the intention. So the original title, the working title I had for my book, which I had to change because the publisher didn't like it, my original title was 'One Bed, Two Dreams' (同床异梦). Because that's a phrase that most Chinese are familiar with." - Ken Wilcox
Fresh out of the studio, Ken Wilcox, former CEO of Silicon Valley Bank and author of "The China Business Conundrum", shares his experiences establishing Silicon Valley Bank’s joint venture in China, uncovering the challenges of navigating cultural differences, guanxi, and examine China’s playbook in bringing successful foreign ventures onshore. He reflects on lessons learned, from differing views on contracts and negotiation tactics to the complexities of building trust in a new business landscape and offers invaluable advice for Western companies eyeing the Chinese market. Last but not least, he concludes by sharing his hopes for the book’s impact, emphasizing the importance of understanding and collaboration between the East and West.
Audio Episode Highlights:
[00:00] Quote of the Day by Ken Wilcox
[01:66] Ken Wilcox’s career journey and transition to China.
[06:35] Life and leadership lessons.
[09:47] The One Thing that Ken knows about Doing Business in China that very few do.
[12:40] Importance of Silicon Valley Bank in China.
[17:12] Cultural and regulatory challenges in China.
[26:10] Understanding guanxi in Chinese business.
[37:51] Adapting to China and reverse culture shock.
[40:14] The Chinese negotiating style centres on leverage and power.
[48:37] What happened to the joint venture post-SVB crisis?
[53:10] Contrasts in negotiation styles between China and the U.S.
[54:51] What does success mean for The China Business Conundrum?
[56:18] Recent book recommendations.
[57:52] Final reflections on time spent in China.Profile: Ken Wilcox, Author of "The China Business Conundrum: Ensure That "Win-Win" Doesn't Mean Western Companies Lose Twice"
Main Site: https://kenwilcoxauthor.com/
LinkedIn: https://www.linkedin.com/in/kenwilcoxsvb/
Substack: https://kenwilcoxauthor.substack.com/
Amazon: https://www.amazon.com/China-Business-Conundrum-Win-Win-Companies/dp/1394294166/
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig
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
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"So, my definition of being fearless is not about no fear, but it's having that courage to face your fear, to conquer whatever adversities that are thrown your way. it is part of the entrepreneur journey. We are always faced with fear of failure. Self Doubt is how to pick up our courage and face them and use these challenges to become your catalyst for innovation, the catalyst for growth, the catalyst for your success." - Yvon Bock
Fresh out of the studio, Yvon Bock, Founder and CEO of Hegen, shares her inspiring journey from stay-at-home mom to world-class entrepreneur in her new book, "ExtraOrdinary". Yvon discusses how personal challenges as a breastfeeding mother fueled her vision to create Hegen’s groundbreaking baby bottle, overcoming five years of development and over 200 prototypes. She reflects on the bold decisions behind Hegen’s expansion into China, including leveraging live streaming to reach millions and highlights how storytelling and advocacy transformed her brand into a movement supporting modern moms. Last but not least, Yvon shares what great would look like for Hegen in the future: empowering 100 million mothers worldwide and establishing a presence in 35 jurisdictions.
Audio Episode Highlights:
[0:46] Quote of the Day by Yvon Bock #QOTD
[1:18] Introduction: Yvon Bock, Founder & CEO of Hegen
[3:12] From Stay-at-Home Mom to Entrepreneur
[3:48] The Origin of Hegen
[7:43] The Role of Family Business in Yvon's Journey
[15:28] Overcoming Prototypes and Doubts
[22:44] Expanding into the Chinese Market
[27:18] The Power of Live Streaming and Advocacy
[33:49] Key Lessons for Future Entrepreneurs
[35:54] Teaching Children to Embrace Failure
[38:05] Balancing Breastfeeding Advocacy and Bottles
[40:04] Building a Global Legacy for Hegen
[40:53] ClosingYou can find Yvon Bock and her new book on her personal site: https://www.yvonbock.com/ and via LinkedIn: https://www.linkedin.com/in/yvonbock/
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig
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
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"So, we are very conscious of the fact that we license the content from other publications. And as I mentioned previously, we do that through licensing agreements. We are transparent with the publishers about what happens with their content. We ensure that they are being fairly compensated for the content that we use. But, as a result, when we started talking about how we wanted to use Gen AI, we actually felt that we had an obligation to go back to publishers and ask for additional licensing rights. Part of that, I think, is driven by the fact that Dow Jones is a publisher. We are a publisher ourselves. We are very protective of our content. We want to make sure that we understand what's happening with our content: Where is it going? Who is using it? And we want to be fairly compensated for it. So, if that's one of our core principles, then we also want to make sure that we treat all the other publishers exactly the same. One of the challenges has been that we had to go back to all publishers and ask for additional Gen AI licensing rights. The positive of that is that the content now available through Gen AI is actually fully licensed content. All publishers have given us permission to use their content for this specific use case." - Ingrid Vershuren
Fresh out of the studio, Ingrid Verschuren, Executive Vice President of Data and AI and General Manager, EMEA, at Dow Jones, shares her journey from manually indexing news articles at Reuters to leading Factiva’s transition into the era of generative AI. She explains the mental models and frameworks behind how Dow Jones uses AI to empower businesses with reliable data and insights and discusses the recent partnership with Google’s Gemini model and explains how Dow Jones works with the other content publications, navigating the complexities of trust and business model innovation. Last but not least, Ingrid explains what great would look like for Factiva in the age of AI.
Audio Episode Highlights:
[0:46] Quote of the Day #QOTD by Ingrid Verschuren
[2:19] Introduction to Ingrid Verschuren and Factiva
[4:29] Career Lessons from Ingrid
[5:58] Overview of Factiva
[8:30] The Evolution of Factiva and AI
[10:41] Applications of Generative AI for Factiva
[13:37] Challenges and Opportunities with Generative AI
[15:27] Safeguarding Against Misinformation
[19:25] Partnership with Google and Gemini Model
[21:29] Transparency and Auditability
[24:24] Staying Agile with Generative AI
[26:32] The Future of AI in Business Intelligence
[27:48] The Role of Human Judgment in AI
[28:59] What Great Looks Like for Factiva in the Age of Generative AI
[29:43] ClosingYou can find Ingrid Verschuren, Executive Vice President, Data and AI and General Manager, EMEA at Dow Jones: https://www.linkedin.com/in/ingrid-verschuren-61a7684/
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig
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
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"The efficiency on top of the efficacy because it is critical that we will achieve this balance of cost and performance. And in addition to that, I think one more aspect we are putting emphasis is actually how, in the new era of AI, all pervasive intelligence and pervasive connectivity, how do we bring human, AI, and machine into a cohesive coexistence and also cohesive collaboration so that we are able to have actually the AI machine support human, empower human, and at the same time. We look at actually the design of the workflows so that we are able to extract out the value, at the same time, also elevate the human to do more creative works. So this is one aspect. I think we have been hearing a lot, but how this will move forward is some efforts have started, and certainly we look forward to gathering more ecosystem partners to embark on this journey together." - Dr Sun Sumei, Executive Director, Institute of Infocomm Research, ASTAR
Fresh out of the studio, Dr. Sun Sumei, Executive Director of the Institute for Infocomm Research (I2R) at Singapore’s ASTAR shares her perspectives on AI’s fast-paced evolution and its broader impact on the future. With over a decade dedicated to AI research, Dr. Sumei reflects on I2R’s journey from big data analytics to the era of Generative AI, emphasizing large language models designed for Southeast Asia. Advocating for responsible AI, Dr. Sumei prioritizes societal benefit and sustainability over sheer technical ambition, urging a balanced, systematic approach to distinguish valuable applications from mere hype. Last but not least she shares her vision of AI as a force to enhance human creativity and address real-world challenges through sustainable innovation."
Audio Episode Highlights:
[0:46] - Introduction to Sun Sumei and her role at ASTAR
[2:09] - Sun Sumei’s journey from China to Singapore
[2:50] - The mission of the Institute for Infocomm Research (I2R)
[4:00] - Research at I2R blending innovation with commercial applications
[4:11] - Career lessons from Sun Sumei’s extensive experience in science and technology
[6:32] - The evolution of AI and its rapid advancements
[7:15] - Striking a balance between performance and cost in AI
[8:11] - Collaborating with Singapore Airlines on AI for fleet optimization
[9:55] - Focus on multimodal AI and large language model development
[11:26] - AI for manufacturing: The AIM initiative
[12:20] - MerLion: I2R multi-modal LLM in the works
[13:27] - The future of AI in scientific discovery and its potential for sustainability
[16:03] - The balance between necessary and unnecessary AI applications
[16:55] - Responsible AI: Navigating the curiosity phase
[19:10] - Achieving success in AI through efficiency and model optimization
[20:52] - What constitutes success in AI: Technical breakthroughs vs. societal impact
[22:48] - AI for good: Contributing to humanity and sustainability
[24:02] - The importance of a systematic approach to AI
[24:53] - Closing remarks and future expectations for AIYou can find Dr Sun Sumei here in ASTAR: https://www.a-star.edu.sg/i2r/about-i2r/i2r-management/sun-sumei and her LinkedIn: https://www.linkedin.com/in/sumei-sun-8590814/?originalSubdomain=sg
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig
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
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