Southeast Asia

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Sep 14, 2021 by Doug Leone · said 41 times in 25 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (11), Alex Schultz (4), Tony Fadell (3), Sheel Mohnot (3), Alex Taussig (3), Pat Grady (2), Marcelo Claure (2), Hans Tung (2)

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035201520162017201820192020202120222023202420252026episodes it came up in
0022.545201520162017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 4 mentions in 1 episode
2024 3 mentions in 1 episode
2023 8 mentions in 5 episodes 2 per episode
2022 5 mentions in 4 episodes 1 per episode
2021 9 mentions in 5 episodes 2 per episode
2019 2 mentions in 1 episode
2016 4 mentions in 3 episodes 1 per episode
2015 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Southeast Asia, oldest first

Sep 14, 2021
Assertion Not checkable as stated
Leone: Sequoia had to aggressively intervene in every entity at least once
“In every line of business, whether it's China, India, Southeast Asia, our hedge fund, a multi-family office called Heritage, we've had to go in and effect change as Once. So it wasn't that we got it so perfect from the beginning. So we had to go in aggressivel…”
Doug Leone Sep 14, 2021 ▶ 33:31 20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity
Aug 15, 2022 bearish
Prediction Held up
Stebbings Predicts Complete VC Retrenchment From Emerging Markets Like Southeast Asia
“I think in the macro, we're going to see complete retrenchment away from emerging markets that we mentioned there, Southeast Asia, Indonesia included.”
Harry Stebbings Aug 15, 2022 ▶ 40:15 Sheel Mohnot: Lessons from Investing in Flexport and Missing on Robinhood | 20VC #917 · 20VC with Harry Stebbings
Sep 5, 2025 negative
Assertion Not checkable as stated
Alex Schultz: TikTok Shop struggles in the US and UK
“TikTok shops are successful outside of the US and UK. But they're actually not very successful in the US and UK. Huge in Southeast Asia.”
Alex Schultz Sep 5, 2025 ▶ 1:04:22 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
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