Insights
Perspectives on investing, startups, and building in Southeast Asia.
Three Founders, One Week in Singapore: The AI Readiness Gap Is Not What You'd Expect
I met with three founders last week — fintech, construction, offline training. All knew AI was the future. Two were acting on it decisively. It wasn't the two I expected.
What Grab Teaches Us About Southeast Asia's Business Model Edge
Uber came to Southeast Asia with a proven playbook. Grab won by throwing it out. The implications go far beyond ride-hailing.
Why Most EdTech Tutoring Startups Fail (And What the Survivors Did Differently)
Global edtech funding crashed 87%. Here's what the survivors share that the casualties didn't.
Why Vietnam Will Win the AI Agent Economy
AI agents need human oversight. Vietnam's combination of BPO expertise, AI talent, and cost structure makes it the inevitable center of AI agent operations.
Why Southeast Asia Will Become the World's AI Testing Ground
Regional diversity makes SEA the hardest—and most valuable—place to test AI products before global launch. If it works here, it works anywhere.
What's Next for Crypto in Southeast Asia After the $720 Billion Wipeout
The January-February 2026 sell-off exposed every weakness in global crypto markets. But Southeast Asia's story is different—and more interesting.
Five Countries, Five Realities: What SEA's Venture Funding Map Actually Tells You
The differences in venture funding patterns between Vietnam, Singapore, Indonesia, Malaysia, and Thailand—and what they mean for investors
The Context Advantage: Why AI Ads Will Change Everything About Customer Acquisition
Breaking down the models, the risks, and what it means when AI knows more about your customers than you do
Why We're Excited About B2B AI Training in Southeast Asia
The real opportunity isn't training developers — it's the 92% of workers using AI tools with no idea what they're doing.
Malaysia's Semiconductor Moment: Why This Time Might Actually Be Different
The $20 billion investment wave is real. But the opportunity isn't in becoming the next Taiwan.
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