Southeast Asia
5 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Dec 20, 2020 by Sean Weisbrot · said 42 times in 20 episodes since 2020 · across every show →
Mentions by year
brought up most by Sean Weisbrot (26), Paul Ong (7), Toby Zhang (4), Simon Schillebeeckx (1), Ray Blakney (1), Ishan Rakshit (1), Brian Ferris (1), Anna Wong (1)
tap a year for its mentions
2025 2 mentions in 2 episodes 1 per episode
2024 1 mention in 1 episode
2023 5 mentions in 5 episodes 1 per episode
- People Logic Found a Signal in Our Tools We Never Knew to Look For
- He Spent 3.5 Hours Telling Them Not to Hire Him
- He Joined VC With No Plan to Stay - Here Is What He Was Really After
- 10,000 Investor Meetings Later, He Saw One Same-Day Commitment
- 3 White Male Co-Founders Noticed a Pattern and Changed It
- every mention in 2023, scene by scene →
2022 7 mentions in 5 episodes 1 per episode
- He Wrote the Book on Executive Loneliness After Losing a Friend to Suicide
- 2 Billion People Use a Super App That Isn't One
- She Had Lunch With a Billionaire Tomorrow and Did Zero Prep
- Estonia Has No Income Tax for Companies - If You Never Declare a Profit
- $500K Profit With Time for Family Beats $1M and Misery
- every mention in 2022, scene by scene →
2021 19 mentions in 3 episodes 6 per episode
2020 8 mentions in 4 episodes 2 per episode
Everything said about Southeast Asia, oldest first
Dec 20, 2020 neutral
Weisbrot: Most Southeast Asian and East Asian startups build locally, not globally
“When I look at the startup ecosystem in a given country, let's say Vietnam, for example, they generally are not building for a global audience. I don't just see this in Vietnam. I also see this in Japan and Korea and Philippines and most Southeast Asian countr…”
Dec 20, 2020 bullish
Zhang: More startups will follow Shopee's model of local-first expansion
“I think one of one of such examples, it's a company called Shopee. So Shopee is a company, you know, that focused, you know, quite a bit in their local market first before expanding to kind of more widely in Southeast Asia. And I think we'll, we'll start to se…”
Mar 4, 2021 neutral
Mar 4, 2021 positive
Lim: PE and VC funds are growing comfortable doing deals without site visits
“More and more, I do see a lot of PE funds, a lot of VCs. I have friends in the PE industry, and they've also said, shared the same thing, which is that people are getting more comfortable doing deals without necessarily Making, you know, site visits and everyt…”
Apr 23, 2023
Weisbrot: Fast food brands had to reposition as upscale in Asia
“Companies that were like, you know, what Americans would consider low class food, fast food, they actually were forced to reinvent themselves in Southeast Asia to be a middle class or an upper class experience. Where the meals are more expensive, but it's a si…”