Analyse Asia With Bernard Leong

Rui Ma, founder of Transformative Technology Academy and co-host of TechBuzz China podcast joined us to discuss Jack Ma's recent announcement to step down as the chairman of Alibaba Group, the leadership transition within Alibaba Group and where they will be heading next. We discussed Jack Ma's influence within the Alibaba Group and how his tenure with the company has led to Alibaba becoming one of the technology giants not just in China, but the rest of the world. We continued our conversation to the future with Daniel Zhang, the successor to Jack Ma's chairmanship within Alibaba and where the group is heading with Ant Financial, Cainiao and international expansion in the midst of a leadership transition and what it means for their rivals: Tencent and Baidu.

Alex Crompton from Entrepreneur First (EF) joined us to discuss the progress of their startup incubator in Singapore and Hong Kong and how they are helping entrepreneurs to build their startup companies by employing a talent first approach. We dived deep into the vision, mission and backstory behind EF and how it operates across the region, and discussed interesting topics from how EF facilitates the interaction between entrepreneurs and steer them towards building companies, and whether the trend of too much incubators create an elitist atmosphere for startup founders out there.

James Crabtree, associate professor in practice at the Lee Kuan Yee School of Public Policy joined us in a conversation to discuss his new book "The Billionaire Raj: A Journey through India's New Gilded Age" and what it means for where India will move in the next decade. We discussed the major themes of the book and the intrinsic links between the political and business ecosystem across the country. As we progressed our conversation from the interesting Ambani family and Reliance Group, we shift our conversation to the current technology ecosystem in India where it is an open economy that are at the crossroads with US & China technology giants. Last but not least, James offered his perspectives to where India is heading for the future.

Magnus Grimeland, founder and CEO of Antler, joined us in a conversation to discuss the new startup incubator focusing on helping founders in building and scaling their own businesses. Magnus shared his early career story in special forces with the military and how his experience to deal with extreme situations of life and death becomes vital with his stints as an entrepreneur in Zalora and Global Fashion Group. We also discussed Antler, the mission and vision and what it means to succeed and differentiate themselves as a startup generator globally.

Matthew Brennan from China Channel and co-host of China Tech Talk joined us to discuss the mobile app Douyin aka Tik Tok (for the rest of the world) by Bytedance and why they are poised to be one of the new leading social media platform not just for China but for the rest of the world. We discussed the mechanics in how Douyin work for content creators and consumers and the monetisation model for the app, and how Douyin are now navigating the regulatory environment in China with their user generated content. Last but not least, we also discussed their ongoing feud with Tencent.  

Tim Culpan from Bloomberg joined us in a conversation on the two technology giants from Taiwan: Foxconn and TSMC and how they have evolved for the past three years since 2015. First, Tim started the discussion with Foxconn and the major milestones in the past three years from the acquisition of Sharp to the recent listing of FIH Mobile and Foxconn's efforts on automation and robotics in manufacturing. Next, Tim discussed the recent leadership transition in TSMC and where they are heading in the next few years.

Matthew Brennan, co-founder of China Channel and host of China Tech Talk, joined us to discuss Pinduoduo, the three year old social ecommerce company backed by Tencent slated for an IPO this year. We discussed the origins of Pinduoduo and why they labelled themselves as the amalgamation of Costco and Disney, their products and services on the mobile app and the business model that powered their rise. We also discussed the backers of the company together with the upcoming IPO of Pinduoduo in NASDAQ.

Tim Culpan, columnist at Bloomberg joined us to discuss the recent Xiaomi IPO and what it means for Chinese technology companies going public. Tim offered his analyses on Xiaomi and break down their media narrative versus what they are really are and where their core businesses and revenue models are structured. Last but not least, Tim discussed how the Chinese companies such as Xiaomi, Baidu and Alibaba might move with the Chinese government's scheme of Chinese depositary receipts (CDRs).

Liza Lin from Wall Street Journal joined us to discuss one of the upstart Internet giants from China: Meituan Dianping with their upcoming IPO and described her recent interview with their charismatic founder, Wang Xing and where the company is heading. We discussed the backstory of the company, Meituan till its merger with Dianping, their focus as the "Amazon of Services" in China, their recent foray into ride-hailing taking on Didi and their shifting alliances from Alibaba to Tencent.  

Rui Ma, founder of Transformative Technology Academy and host of TechBuzz China podcast joined us in a discussion on the recent crisis of the Chinese technology company, ZTE and its implications on the ongoing trade war between US and China. We discussed the major lessons learnt by the Chinese companies from the ZTE fallout in a time where Chinese technology companies are now in the midst of challenging Silicon Valley for dominance in technology and regional expansion across Asia Pacific.

Turochas "T" Fuad, managing director of WeWork, Southeast Asia joined us for a conversation on his journey as a serial entrepreneur and his current role to expand WeWork across Southeast Asia. We started from his early career with Yahoo! and Skype and subsequently with the acquisition of Spacemob to WeWork. We discussed WeWork, their products and services offered to different customers from startups to multi-national corporations and their geographical expansion across Southeast Asia. Last but not least, he also shared his thoughts on how the co-working spaces are evolving across Southeast Asia.

Greg Armshaw, head of sales from Brightcove Asia joined us to discuss the advertising and video landscape across Asia Pacific. We discussed his current work and role in Brightcove within the region and his thoughts on how the digital in Asia Pacific is shifting against US and Europe. Last but not least, he discussed his thoughts on how Facebook and Tencent will contest Southeast Asia and how the outcome will be decided.

Ben Bajarin from Creative Strategies joined us in a conversation to discuss what happened in the recent Google I/O and Apple WWDC 2018 and its implications on the development of artificial intelligence, voice assistants and the separation of state between tablets and personal computers. We also discussed the recent happenings in Intel and his brief thoughts on the semiconductor industry in Asia.

John Artman, editor in chief from Technode and host of China Tech Talk joined us to discuss why blockchain is now hot again in China despite the ban on ICOs and cryptocurrency exchanges. We discussed the Chinese government's recent enthusiasm in promoting development of blockchain technologies, and the major applications that will emerge. Last but not least, we discuss how China's development in blockchain might spur Chinese technology companies to go global.

Chirayu Wadke, partner from Seedplus joined us in a two part conversation to discuss the most important trends in smartphone, internet of things (IoT) and mobility landscape and why the recent Broadcom acquisition of Qualcomm failed. In the second part, we discussed why the recent Broadcom and Qualcomm deal fell apart and its implications to Asia Pacific companies making acquisitions in the US market.

Chirayu Wadke, partner from Seedplus joined us in a two part conversation to discuss the most important trends in smartphone, internet of things (IoT) and mobility landscape and why the recent Broadcom acquisition of Qualcomm failed. In the first part, we discussed his current role and coverage as a venture capitalist with Seedplus and his central investment thesis and branched into a deeper conversation on smartphone, IoT and mobility (autonomous vehicles) landscape and how it shifts the calculus of putting investments into those emerging technologies.

Jon Russell, from TechCrunch joined us in a two episode arc to discuss the major acquisitions that are shaking the Asia landscape from Southeast Asia to China. In the second part of our conversation, we discussed the recent major acquisitions by China technology giants in China. From the acquisition of Mobike by Meituan-Dianping to Ele.me by Alibaba Group, we evaluate their impact to Southeast Asia and India and examine why Amazon is not likely to buy Flipkart in India.

Jon Russell, from TechCrunch joined us in a two episode arc to discuss the major acquisitions that are shaking the Asia landscape from Southeast Asia to China. In the first part of our conversation, we discussed the recent acquisition of Uber Southeast Asia by Grab and its impact to the different stakeholders from investors, employees, consumers and governments. We also explore how their competitors Go-Jek and Ola are affected within the Asian landscape. 

Charles Anderson from Charles Reed Anderson and Associates, joined us in a two part conversation discussing the global state of IoT and the evolution of low power wide area networks (LPWANs) in Asia. In the second part, we discusse the state of low power wide area networks and the path for the three major vendors: NB-IoT, LoRA and SigFox across Asia Pacific and how the different telco players are leveraging them to enable IoT for different use cases.

Charles Anderson from Charles Reed Anderson and Associates, joined us in a two part conversation discussing the global state of IoT and the evolution of low power wide area networks (LPWANs) in Asia. In the first part, we discussed why most IoT initiatives fail and how many companies can avert the points of failure in their digital transformation programs. Last but not least, Charles discussed the interesting case of Taipei's smart city initiative and what they have gotten right in their implementation with a private-public partnership.