エピソード

  • Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647

    Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647
    2025/11/26
    China analyst and Momentum Works founder Jianggan joins Jeremy Au to break down how US–China tensions evolved through a year of tariffs, rare earth leverage, supply chain shocks, and fast-moving geopolitical swings. They examine why both sides misread each other, how Chinese companies adapted faster than expected, and why the global system settled into a tactical pause instead of a decisive split. Their discussion shows how on-the-ground China differs from Western narratives, how product iteration and factory conditions changed under competitive pressure, and why neither side can force a quick victory. Jianggan also shares insights from thirteen trips across China as he tracks e-commerce exporters, shifting macro sentiment, and the emerging negotiation patterns that shape 2026. 02:28 US tariffs aimed to hurt China but failed to break its exporters: Chinese firms diversified markets, adjusted production, and kept shipping strong volumes even as analysts expected collapse. 03:08 China deployed rare earths and soybeans as leverage: Beijing used export controls, licensing rules, and supply pivots to respond in structured tit for tat moves that surprised US policymakers. 07:04 A tactical pause replaced escalation: Both sides realized they could not win quickly, creating a fragile equilibrium shaped by low trust but stable expectations. 10:06 Factory floors tell a different story: Air-conditioned warehouses, livestreamed food production, one dollar meals, and rising worker savings show a more complex China than what headlines describe. 21:12 Chinese product cycles sped up dramatically: Exporters improved quality within a year, added more features, and stayed cheaper, putting global incumbents under real pressure. 26:26 Narratives on both sides miss the nuance: Sensational media framing and echo chambers make Americans underestimate China and make Chinese underestimate America. 29:06 TikTok deal shows coexistence is possible: Restructuring turned adversaries into stakeholders and created a template for how cross-border platforms can operate under political pressure. Watch, listen or read the full insight at https://www.bravesea.com/blog/jianggan-li-chinas-counterplay Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #USChinaRelations #Geopolitics #ChinaEconomy #TradeWar #RareEarths #GlobalSupplyChains #SoutheastAsiaTech #TariffTalks #MarketDynamics #BRAVEpodcast
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    36 分
  • Kristie Neo: Middle East & China Partnership Acceleration, Secret Power Corridors Reshaping Global Markets & AI Megaprojects – E646

    Kristie Neo: Middle East & China Partnership Acceleration, Secret Power Corridors Reshaping Global Markets & AI Megaprojects – E646
    2025/11/23
    Jeremy Au and Kristie Neo break down how China, the Middle East, and Southeast Asia are forming new economic corridors that reshape trade, capital movement, and technology strategy. They describe how China and the Gulf now work together at a scale that surpasses Gulf–West flows, how the UAE and Saudi Arabia use bold planning to diversify their economies, and why Western reporting still misses the magnitude of this shift. They examine how Chinese overcapacity fuels Middle Eastern mega projects, how sovereign funds on both sides deepen cross investment, and how AI, data centers, and energy abundance position the Gulf as a future compute hub. Kristie also outlines the gap between vision and execution in projects like NEOM, while Jeremy reflects on how these moves echo earlier global cycles. 00:55 Trade flows flipped direction. China Gulf commerce surpassed Gulf West trade in 2024 because Chinese overcapacity met Gulf demand for infrastructure, construction, and technology. 02:18 Media exposure hides the scale of change. Western and Chinese outlets lack global reach in covering Middle East China ties, which keeps the shift underreported. 08:56 UAE applied the Singapore playbook. Pro business policies, low tax systems, and investor friendly rules drew global hedge funds, family offices, and operators to Dubai and Abu Dhabi. 14:51 Qatar’s World Cup showed the model. Gulf capital combined with Chinese labor and construction speed to complete major stadium projects on compressed timelines. 25:32 Sovereign funds deepened two way flows. Middle Eastern allocators increased exposure to Chinese assets as both sides diversified away from US denominated risk. 40:12 AI infrastructure became a national priority. Gulf governments invested heavily in data centers and chip capacity by pairing cheap energy with large land availability. 54:23 NEOM revealed ambition and friction. The 120 kilometer enclosed city concept captured Saudi Arabia’s vision but faced delays that showed how difficult execution can be. Watch, listen or read the full insight at https://www.bravesea.com/blog/kristie-neo-accelerating-middle-east Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #ChinaGulfCorridor #MiddleEastTech #GlobalSouthShift #GeopoliticsAndTech #SovereignWealthFlows #AIEnergyFuture #DubaiSingaporePlaybook #ChinaOvercapacity #EmergingMarketTrends #BRAVEpodcast
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    1 時間
  • BRAVE: The Startup 10x Strategy and the Moats That Keep You Winning - E645

    BRAVE: The Startup 10x Strategy and the Moats That Keep You Winning - E645
    2025/11/19
    Jeremy Au outlines why founders must choose a single 10x advantage and commit to it. He explains how products win by being better or faster or cheaper than the status quo and why unfair advantages are required to defend that lead. He also highlights the Southeast Asian invention of the USB thumb drive as a case where a first mover delivered a better experience but still lost when fast followers and scale overtook them. 01:00 Spotify provides 10x better quality: Unlimited access to any song in any order is a better experience than CDs or using Napster or Kazaa. 04:45 Uber creates a 10x faster experience: Seeing when a car will arrive removes waiting uncertainty and feels much faster than waving for taxis or calling for bookings. 06:00 SpaceX wins by being 10x cheaper: The cost of sending one kilogram to space dropped from about 30,000 dollars to about 500 dollars and continues to fall. 09:00 Six unfair advantages that protect a 10x lead: Startups defend their position through first mover advantage, network effects, economies of scale, intellectual property, regulatory protection, and scarce expert teams. These moats determine whether a company can keep its 10x advantage as competitors enter. 14:00 Thumb drive first mover but lost advantage: Henn Tan, founder of Trek 2000 and creator of the USB thumb drive, built a better file transfer experience but lost his lead because patents were not enforced globally, fast followers copied cheaply, and competitors gained scale and network effects. Watch, listen or read the full insight at https://www.bravesea.com/blog/first-mover-loses Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #10xStrategy #StartupMoats #BetterFasterCheaper #FounderInsights #SEATech #InnovationFrameworks #FirstMoverVsFastFollower #TechCaseStudies #VentureThinking #BRAVEpodcast
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    22 分
  • Joe Lu: From Meta Layoff to HeyMax, Rebuilding Value, Miles & the Future of Consumer AI – E644

    Joe Lu: From Meta Layoff to HeyMax, Rebuilding Value, Miles & the Future of Consumer AI – E644
    2025/11/16
    Joe Lu, Co-Founder of HeyMax, joins Jeremy Au to unpack how layoffs, timing, and conviction turned a setback into a startup opportunity. They trace Joe’s journey from Shanghai to Michigan to Facebook Singapore, and how getting laid off in 2022 pushed him to co-found HeyMax. The conversation explores his reflections on building a consumer-first fintech, understanding mindshare arbitrage, and predicting how AI will reshape loyalty and value distribution between businesses and consumers. Joe also shares how fatherhood, risk-taking, and curiosity shaped his path as a founder. 00:45 From Shanghai to Silicon Valley engineer: Joe recounts growing up in China, studying in the U.S., and joining Expedia and Facebook during the golden age of software engineering. 06:27 Building Facebook Singapore’s tech office: He helped establish one of Facebook’s first Asia engineering hubs, seeing firsthand how global tech scales into the region. 12:17 Meta layoffs spark a new beginning: Losing his job in 2022 became the catalyst to start HeyMax with three co-founders instead of returning to corporate life. 19:15 Pivoting from AI-for-money to credit card tools: The team experimented with finance bots before hitting traction with a merchant category search tool that drew thousands of users. 23:50 Discovering the miles community: Joe realized that while few people care about miles, those who do care deeply, creating a niche with high engagement and clear demand. 30:37 Building a consumer-first value model: Joe envisions a future where AI helps people capture their own value directly from brands instead of intermediaries taking the largest cut. 46:42 Being brave as a founder and father: Joe shares how starting a company during a funding drought with two young kids taught him resilience, balance, and optimism. Watch, listen or read the full insight at https://www.bravesea.com/blog/joe-lu-money-meets-ai Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #HeyMax #JoeLu #StartupJourney #AIFintech #MilesAndRewards #ConsumerEmpowerment #FounderLife #MetaLayoff #SoutheastAsiaTech #BRAVEpodcast
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    53 分
  • Larry Susanto: From Berkeley to Jakarta, Climate Tech’s Next Frontier & Indonesia’s Green Opportunity – E642

    Larry Susanto: From Berkeley to Jakarta, Climate Tech’s Next Frontier & Indonesia’s Green Opportunity – E642
    2025/11/09
    AVP of Investments at ACV Larry Susanto and Jeremy Au discuss Larry’s journey from a Berkeley-trained engineer to a climate-tech investor shaping Indonesia’s sustainability future. They trace how his career evolved across research, product management, and consulting, and how Southeast Asia’s climate ecosystem compares to Silicon Valley’s innovation-driven model. Their conversation explores Indonesia’s renewable potential, capital gaps, and the role of government policy in turning natural resources into long-term value creation. Larry also shares how courage, learning agility, and purpose guided each of his career leaps across industries and continents. 00:00 From lab to venture capital: Larry shares how curiosity for chemistry and sustainability led him from UC Berkeley to the Bay Area’s solar startup scene. 05:32 Choosing home over the U.S.: Larry reflects on returning to Indonesia to give back despite visa hurdles and more advanced R&D ecosystems abroad. 10:42 Strategy at Bain: Larry deepened his business acumen, joining sustainability projects such as EV strategy, plastic recycling, and Bain’s Green Economy Report. 15:12 Climate tech in context: He contrasts the West’s deep-tech innovation with Southeast Asia’s business-model adaptation and localization approach. 19:36 ACV’s five climate pillars: Renewable energy, electric mobility, energy efficiency, climate-smart agriculture, and waste circularity form their investment focus. 25:22 Indonesia’s EV and mineral opportunity: Despite abundant nickel and raw materials, the nation must improve downstream capacity to capture more value. 30:22 Untapped green potential: With 500 gigawatts of solar capacity and 120 million motorbikes ripe for electrification, Indonesia holds a massive opportunity. Watch, listen or read the full insight at https://www.bravesea.com/blog/larry-susanto-indonesia-green-leap Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #ClimateTech #Sustainability #GreenEnergy #IndonesiaStartups #RenewableFuture #ElectricMobility #VentureCapital #CleanInnovation #SoutheastAsiaTech #BRAVEpodcast
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    39 分
  • Franco Varona: Philippines’ Startup Boom, Global Diaspora Power & Why First Movers Win – E641

    Franco Varona: Philippines’ Startup Boom, Global Diaspora Power & Why First Movers Win – E641
    2025/11/05
    Franco Varona, Managing Partner of Foxmont Capital Partners and returning guest from episodes 357 and 516, joins Jeremy Au to unpack why the Philippines is fast becoming Southeast Asia’s next big investment and startup hub. They explore the country’s rapid digitization, growing middle class, and unique strengths like its global diaspora and English fluency. The conversation covers how Foxmont’s latest fund is backing local solutions to Filipino problems, the rise of accessible health and wellness ventures, and the government’s evolving role in supporting innovation. Franco also shares why first movers can dominate the Philippine market and how solving for price and accessibility unlocks massive opportunity. 01:34 Foxmont Capital’s journey and fund milestones: Franco shares how the firm built three funds since 2019, making 45 investments focused on the Philippines’ growth story. 04:53 Philippines’ digital leap fuels investment: From 30% digital wallet penetration pre-pandemic to 99% today, the country’s digitization and rising middle class are reshaping its economy. 08:00 Private capital surge matches Indonesia: Annual startup investments now top $1 billion, signaling growing global confidence in the Philippines. 16:46 Diaspora drives growth and return talent: Millions of overseas Filipinos send money home while second-generation entrepreneurs return to launch startups. 19:27 Language and cultural edge: The Philippines’ English fluency and global mindset make it an ideal second expansion market for regional startups. 22:58 First movers win big: Filipinos’ strong brand loyalty and investor collaboration help early entrants dominate categories like coffee chains and gyms. 25:23 Investing in accessible health and fitness: Foxmont backs BeFit, an affordable gym chain, and women’s clinics offering localized, comfortable care solutions. Watch, listen or read the full insight at https://www.bravesea.com/blog/franco-varona-philippines-rising Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #PhilippinesStartups #SoutheastAsiaTech #VentureCapital #FoxmontCapital #DigitalEconomy #EmergingMarkets #DiasporaInnovation #AffordableGrowth #TechInvestment #BRAVEpodcast
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    40 分
  • Shao Ning: Southeast Asia’s Startup Winter, Founder Discipline & How Angels Are Shaping the Next Wave – E640

    Shao Ning: Southeast Asia’s Startup Winter, Founder Discipline & How Angels Are Shaping the Next Wave – E640
    2025/11/02
    Shao Ning, Cofounder of AngelCentral and returning guest from Episode 267, joins Jeremy Au to reflect on Southeast Asia’s startup evolution from the fundraising highs of 2021–2023 to today’s disciplined recalibration. They unpack how founders, investors, and angels are adapting to longer fundraising cycles, stricter due diligence, and a renewed focus on cashflow and execution. Shao Ning shares lessons from building AngelCentral, how she balances investing and family life, and what she tells her four sons about navigating an AI-driven future. Their conversation spans shifting market dynamics, founder accountability, and why sustainable growth now matters more than rapid expansion. 06:00 Market highs turned to prolonged winter: After the 2021–2023 boom, the ecosystem faces a slowdown as valuations drop and LPs demand real returns. 10:00 Fundraising timelines doubled: Founders now need up to 18 months to close rounds, making cost control and financial discipline critical to survival. 15:00 Over-optimism gave way to realism: Southeast Asian startups once chased rapid growth across markets, but the focus is shifting back to fundamentals and measured scaling. 17:00 Founders must prioritize business over fundraising: Shao Ning reminds entrepreneurs to build traction and sustainability instead of chasing term sheets or inflated valuations. 19:00 Balance investor advice with founder instinct: Founders should listen but make their own calls, since they understand operations and timing better than their investors. 25:00 Investment discipline returns: AngelCentral halves its annual outflow and targets post-seed founders with real revenue and strong cashflow management. 32:00 Preparing the next generation: Shao Ning urges her sons to combine hard skills with soft skills, invest in themselves, and build adaptability as AI transforms the job market. Watch, listen or read the full insight at https://www.bravesea.com/blog/shao-ning-surviving-startup-winter Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #StartupWinter #SoutheastAsiaVC #AngelCentral #FounderDiscipline #CashflowStrategy #VCInsights #AIandEntrepreneurship #ResilientFounders #StartupRecovery #BRAVEpodcast
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    39 分
  • Nathaniel Yim: From Broke Founder to B2B Builder, Logistics Lessons & Why Human Creativity Still Wins – E639

    Nathaniel Yim: From Broke Founder to B2B Builder, Logistics Lessons & Why Human Creativity Still Wins – E639
    2025/10/29
    Nathaniel Yim, Founder of Nila Studios and former Co-Founder of Janio, joins Jeremy Au to share how he went from a fresh graduate to leading one of Southeast Asia’s fastest-growing logistics startups and later building a B2B marketing agency. They discuss how to earn trust in a mature industry, why human creativity remains vital in the AI era, and what resilience looks like when founders face real hardship. The conversation highlights lessons on credibility, adaptability, and building lasting value through learning by doing. 03:14 Startup leap over job offers: Right after graduation, Nathaniel turned down stable job offers to co-found Janio with friends after one pivotal conversation that reshaped his career path. 07:55 Cracking Southeast Asia’s logistics puzzle: Janio built a software-driven, asset-light platform to integrate fragmented cross-border supply chains and navigate customs. 14:22 Reverse logistics as a new frontier: He explains why product returns remain one of the region’s toughest and least profitable challenges in e-commerce logistics. 18:36 Wearing every hat as a founder: Nathaniel evolved from marketer to sales and operations leader, even managing warehouses to improve efficiency and execution. 23:48 Building credibility from zero: Without industry experience, he earned trust through partnerships, educational events, and consistent public storytelling. 28:55 From internal team to agency: After struggling with external vendors, he built Janio’s in-house marketing team, which later inspired his current venture, Nila Studios. 35:40 Defining bravery through scarcity: Nathaniel recalls surviving with only a few dollars before Janio’s first funding, learning that progress, not comparison, sustains founders. Watch, listen or read the full insight at https://www.bravesea.com/blog/nathaniel-yim-startup-grit-growth Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #FoundersJourney #SoutheastAsiaStartups #B2BMarketing #LogisticsInnovation #StartupGrit #CrossBorderCommerce #HumanCreativity #AIandMarketing #EntrepreneurshipLessons #BRAVEpodcast
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    41 分