Asia

“Asia's too big for China to eat. Nobody can eat it.”

“Over half of our revenue comes from outside of the US. 40% here in EMEA, 10% in Asia. Over half of our customers are outside of North America.”

“It's a monster market, you know, it's like a trillion-dollar-plus market today.”

“In other parts of Asia, that dynamic doesn't exist. We're often looking, the ambit of what banks can do in that market is wide, and whenever you're trying to compete with someone with such a low cost of capital, you just have to step up the risk curve.”

“The dam broke ground in 1967 with Hyundai as the contractor. It was finished six years later at a cost 30% below the original estimates. It became the largest rock-filled dam in Asia.”

“So today about 55% of revenue comes from the US, about 17, 18 comes from Europe, 26 something comes from Asia.”

“All our lead funnel now is either inbound or partner-led. You know, I've rarely seen like pure outbound work in the US. You know, so it's just a, I think a, while in Asia you see a lot of outbound work pretty nicely.”

“Because I'm sick of people trying to run Asia from seven in the morning when they're busy or seven at night when they're tired. I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia…”

“There was a period of time where of all the private money being invested in emerging markets around the world, 90% of that money went to Asia, of which 90% went to China. This concentration, 81% of all private investing money In emerging markets flowed to one …”

“We just have to get it to coast, liquefy it, put it on ships, send it over to Asia and Europe, where it goes for four times the price that it, that we pay for it here.”

“We've had requests from all over the planet to come run etiquette schools in various cities. Like literally, we have Asian, we have an Asian request. We have a Middle East request. We have several in Europe.”

“If you talk to All of our users in Asia. They don't want a translator. The reason that they are trying to learn English is to make themselves a better person, to connect with other people. Like, they want to be able to look you in the eye and speak English, sp…”

“I mean, there, there's like probably tens of billions, not a hundred billion dollar plus GMV in commerce dollars that are getting transacted through live shopping.”

“It was used in the early 2000 in Brazil for voting, for Asia, for financial services. So the consumerization of biometrics was happening outside the US, whereas I had only seen it in the defense area in the US.”

“The capital raising that we did in Europe was tremendous and a little bit of a surprise for us, and I think this year may be that year for Asia, but being global is important because I think it's a global opportunity.”

“We're the largest wealth manager in Asia. We're the largest wealth manager now in Latin America after our Credit Suisse acquisition. And we're the fourth largest wealth manager in the United States based on assets under management from wealth clients. Also the…”

“So then the second thing is it's 11 days to ship to Asia from BC. It's 20 days from the U.S. Gulf Coast.”

“If you can shrink the labor component many of those plants can come back to where the demand is specifically I'd say the United States.”

“There is a lot of, yeah, cross continent work going on specifically a lot with African countries, but also with Asia. With the U S I actually haven't come across so many projects. I have to say, I wonder if that's just my bias or general industry.”

“And I got introduced to the Robin Hood founders, and they were out in Asia looking to grow Asia, and I met them, and they were like, ah, maybe you'd be interested to run Asia. Oh, Pablo, and you talk, the choices of life can be thin, man. I wrote, I remember t…”

“Well, because they don't allow your banking licenses, right?”

“It crushes it in Asia, but it hasn't translated to America.”

“And I think, especially in America, they sacrifice their own future in their retirement. In order to make sure that their kids have, you know, college and all of that. And in Asia, as soon as they finish their school and they get a job, they start to pay back.”

“So you'd have about 16,000 factories in the U.S. In the plastics industry alone. Out of those, and Europe is about the same, Asia is about the size of U.S. And Europe combined.”

“And the typical construction timeline is really like six to 15 years on the big reactors right now, depending who makes them, even for the exact same reactor, like an AP 1000, built in the US is very slow, built in Asia is very fast.”

“So we saw the price of shipping from Asia to Europe went up, up about five times. Between December and now.”

“So we have eight months of rain, 63 days of rain, nine 70 millimeters of rain, all that because we are at this altitude which geology gave us. But when geology pushes you up, it also pushes you away from the river. So therefore every drop of water that we need…”

“Well, today, rest of Asia is 48%. Half of Hermes' business is Asia excluding Japan.”

“In fact, all of the others are six percent in total.”

“If you look at Asia as an example, we think they're out four to five years in front of the U S on how to use video from a concept of engaging the consumer.”

“Prices are coming out now for January freight for ocean freight, Asia to Europe. You're seeing about a three X increase in the price of ocean freight versus where we were a month or two ago”

“When I was born in the early seventies, Kolkata was the most important economic hub in India. It was one of the most important industrial hubs in Asia.”

“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”

“We're going to expand our fundraising, adding people in Europe, adding folks down the road in Asia, entering the high net worth sector.”

“We realized the Asia market was actually a little bit more primed and better suited for a product like ours.”

“In the 1950, we had the richest economy in Asia because China was destroyed, Southeast Asia was destroyed, Japan was destroyed. Of the five richest families in Asia, three were Indian.”

“He started to travel to Asia, and he was one of the first people to really do production over there, and he and his brother Bob just built a pretty terrific company.”

“For investing in Asia. I always think it should be 500 basis points more. Europe should be two to 300 basis points more. Right? US is just more liquid.”

“You actually want to be investing in Asia for one simple reason. If the driving force in Asia is China, And that driving force is growing by five percent a year. Do you think that's beneficial for the region? Yes. But people look at your question, geopolitical…”

“That means that Europe, the Middle East, big parts of Latin America, big parts of Asia, it will be at a minimum legal to buy, sell, send, and receive Bitcoin.”

“I think from an investable universe, half of the private equity in Asia had really ultimately been within China, and a lot of that was actually USD offshore. What's been interesting to watch is the size of the China private equity and venture market from a fun…”

“The top 10 manufacturers of lithium ion batteries are all based in Asia. Which is pretty interesting. So not all based in China. So this is the interesting dynamic about battery manufacturing at the moment. It is, yes, CATL, which is a Chinese company, is the …”

“But what I found in, in Lisbon so far is that they've got, you know, like tech jobs or their company founders or, you know, whatever they're doing something, they're scientists, they're researchers, they're, you know, developers they're doing things that are w…”

“And so it's really, really hard in Asia to make a life for yourself that's outside of the education sector, unless you start a business, and even then, it's hard as a foreigner to start a business and run a business, unless you've got a local partner maybe tha…”

“My learning is that there's usually a time lag of at least a year and generally three to five years before some of those concepts that are already mainstream in Asia become very popular here.”

“I still continue to believe that there is no software company to be built unless you can be successful in US. And I hope I'll be wrong soon, and I want to be wrong actually, genuinely on that, but not yet. I don't think in 10 years I have seen that ability to …”

“In Asia, it would be gambling websites. And that's just terrible because Gambling websites overall in Asia are largely banned. And so it really hurts their image and they just care about the initial short-term gains of the financial aspect. And they don't care…”

“Linktree has a very low technological barrier to entry. I mean, you can see tons of Asian knockoffs even today. Every single region has somehow their own version.”

“If you told me that we're working with a North American content creator who has statistics on, let's say Twitch on Twitter and YouTube. I think, yeah, that's should be collated because all of those three platforms can be directly linked together to look at cer…”

“In most of the world, it's going to create a binary improvement. What do I mean by that? You go south of the border to Mexico, believe it or not, it's pretty challenging to understand what's happening in real time. If it's raining or not, in Mexico City is an …”

“I think social media made it worse. I think COVID made it obvious. And now it's time we figure out how to actually deal with it instead of sweeping it under the rug, especially in Asia, I discovered people are really, really afraid to be vulnerable. And talk a…”

“Countries that were counting on LNG in Asia, for instance, developing Asia, can't afford it. So what do they do? They burn coal, or they have blackouts.”

“Right now, it's like, you know, Asia plus the Americas is used for agriculture”

“A couple of years ago, we've done a research about lifetime value per device, and we found that an average device in Asia actually have more lifetime Kind of lifetime value per device in Asia than in the U S or equal.”

“We saw in Asia, 90%, 90% is coming from mobile, 90% is coming from mobile application, while in the U.S. It was only only 20.”

“And at the time that this heat dome was setting up over Europe, you also had one over Asia. You also had one over the United States. You had actually two over Asia, one in Eastern Asia and one in more Central Asia.”

“We have more than ten million dollars in business coming just out of Asia, and that is expected to double this year again, and potentially double even next year.”

“In Asia, we have 74% daily active usage in us. We ended up having 85% daily active usage, right?”

“Three-quarters of the panels installed here come from Asia.”

“In Asia, you can get that for like 50, 60 K.”