Southeast Asia

4 statements across 3 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Mar 28, 2023 by Damien Tampling · said 26 times in 7 episodes since 2018 · across every show →

Mentions by year

brought up most by Arnaud Bonzom (11), Jenny Lee (7), Piruze Sabuncu (3), Tom Clayton (1), Scott Pugh (1), Eric Gunderson (1), Ed Lenta (1), Damien Tampling (1)

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Everything said about Southeast Asia, oldest first

Mar 28, 2023 negative
Insight
Treating APAC as a Single Unified Market Is Fundamentally Flawed
“Even calling a conference AsiaPAC is, for someone that's now lived here for a while, kind of, brings a wry smile to my face, because there is really no such thing. Every country in this region is almost like another planet, and they've all got their nuances.”
Damien Tampling Mar 28, 2023 ▶ 12:14 The Secrets to Building a Global Platform and Ecosystem | Xero Global CSO Damien Tampling
Apr 13, 2023 neutral
Prediction Not checkable as stated
Yuen: Southeast Asia SaaS excitement requires a massive IPO or M&A exit
“I believe that once if we have got a very strong exit via IPO or M&A and if people have indeed managed to sell the company at a way higher price tag, we will start seeing excitement in this vertical.”
Carmen Yuen Apr 13, 2023 ▶ 33:13 Top 10 Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
Apr 13, 2023 neutral
Insight
Sabuncu: Southeast Asian SaaS startups must target developed markets for venture scale
“I think you can absolutely start a SaaS business out of Southeast Asia. But, and you can sell to great companies here. They can be your first users. It's great, like founder to founder sales. But close to series, again, depends. You need to keep your eyes out …”
Piruze Sabuncu Apr 13, 2023 ▶ 33:32 Top 10 Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
May 18, 2023 bearish
Prediction Not checkable as stated
Bonzom: Southeast Asia tech M&A will remain limited to cheap acqui-hires
“So you may have more, very opportunistic, and it looks like more a key hire for a very cheap price, so you may get those kind of acquisition in the next few months. But very large one is, no one is, With so much troubles to run the company these days, the publ…”
Arnaud Bonzom May 18, 2023 ▶ 46:06 VC AMA with SaaStr CEO Jason Lemkin and Black Mangroves MD Arnaud Bonzom at SaaStr APAC 2023
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