BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capit
BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capit

BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capit

Jeremy Au

Overview
Episodes

Details

Learn from Southeast Asia's best tech leaders. Build the future, learn from our past & stay human in between. No B.S on success. Southeast Asia's #1 startup & venture capital podcast with 80,000+ listeners. Hosted by Jeremy Au. VC & serial founder. Harvard MBA & UC Berkeley. Sci-fi nerd & dad of two daughters. Growth and personal growth solves all problems. The best feeling is coaching good humans to be great leaders.  Published on Monday & Thursday. Weekly tech news debates, changemaker interviews & listener Q&As. Community of listeners and guests across Singapore, Indonesia, Vietnam, Thailand, Malaysia & the Philippines. Global top 10% podcast. "Learned a lot from the journeys. Must-listen for anyone seeking advice to be a leader" @lindatangxy "Refreshing to hear from distinguished founders what they learned, both the good & bad" @seanojw "Incredibly useful in kickstarting my thought process around customers as an entrepreneur" @klowetan "After tuning into a couple of episodes, this is now my weekly routine. Keep it up!!" @joshrodes8 Get transcripts, startup resources & community discussions at www.bravesea.comWhatsApp Weekday Insight: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02eSpotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0TYoutube: https://www.youtube.com/@JeremyAuApple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464Tiktok: https://www.tiktok.com/@jeremyauInstagram: https://www.instagram.com/jeremyauzTwitter: https://twitter.com/jeremyauLinkedIn: https://www.linkedin.com/company/bravesea

Recent Episodes

Southeast Asia is in its Golden Age - E701
JUN 4, 2026
Southeast Asia is in its Golden Age - E701
<p>Is Southeast Asia entering a golden age of technology? In this episode of the BRAVE Southeast Asia Tech Podcast, Jeremy Au explores the booming venture capital landscape and what it actually takes to build a unicorn in highly fragmented markets like Singapore, Indonesia, and Vietnam.</p> <p>Dive deep into The Technology Stack &amp; Leapfrogging, explaining why fundamental infrastructure, like widespread internet and mobile adoption, must precede advanced tech, using Grab's expansion into the Philippines as a prime example. Break down the three main Southeast Asia Market Archetypes that dictate how startups scale across borders, from single-market giants to regional logistics champions. Wrap up by Assessing Talent and Capital in the Region, analyzing why various countries have different competitive advantages, the importance of government support, and why the entire region is currently struggling to compete with the US and China in the global AI race.</p> <p>Tune in to understand the "Time Machine Thesis" and the macro trends shaping the next decade of Asian venture capital!</p> <p>Watch, listen or read the full insight at <a href="https://www.bravesea.com/blog/southeast-asia-golden-age" target="_blank">https://www.bravesea.com/blog/southeast-asia-golden-age</a> </p> <p>Get transcripts, startup resources &amp; community discussions at<a href="https://www.bravesea.com/" target="_blank"> https://www.bravesea.com</a></p> <p>WhatsApp:<a href="https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e" target="_blank"> https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e</a></p> <p>TikTok:<a href="https://www.tiktok.com/@jeremyau" target="_blank"> https://www.tiktok.com/@jeremyau</a></p> <p>Instagram:<a href="https://www.instagram.com/jeremyauz" target="_blank"> https://www.instagram.com/jeremyauz</a></p> <p>Twitter X :<a href="https://x.com/jeremyau" target="_blank"> https://x.com/jeremyau</a></p> <p>LinkedIn:<a href="https://www.linkedin.com/company/bravesea" target="_blank"> https://www.linkedin.com/company/bravesea</a></p> <p>English:<a href="https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/@JeremyAu?sub_confirmation=1" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464" target="_blank"> Apple Podcasts</a></p> <p>Bahasa Indonesia:<a href="https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=zmSAfC8oZMQ&amp;list=PLl9u6ECOP8_6DexuTNkCpmTwKDhRTKGcZ" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/us/podcast/brave-teknologi-asia-tenggara-singapura-indonesia-vietnam-filipina-thailand-malaysia-perusahaan-rintisan-pendiri-dan/id1729433475" target="_blank"> Apple Podcasts</a></p> <p>Chinese:<a href="https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=ZfPbq-Znr90&amp;list=PLl9u6ECOP8_67PEJ85ml-Pa6O8igaixdS" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/au/podcast/brave-chinese-%E4%B8%9C%E5%8D%97%E4%BA%9A%E7%A7%91%E6%8A%80-%E6%96%B0%E5%8A%A0%E5%9D%A1-%E5%8D%B0%E5%BA%A6%E5%B0%BC%E8%A5%BF%E4%BA%9A-%E8%B6%8A%E5%8D%97-%E8%8F%B2%E5%BE%8B%E5%AE%BE-%E6%B3%B0%E5%9B%BD%E5%92%8C%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E5%88%9D%E5%88%9B%E4%BC%81%E4%B8%9A-%E5%88%9B/id1734175342" target="_blank"> Apple Podcasts</a></p> <p>#VentureCapital #Business #Startup #Podcast #southeastasia #techpodcast</p> <p><br /></p> <p>00:00 - Welcome &amp; The Global Unicorn Landscape</p> <p>01:13 - Is Southeast Asia Entering a Tech Golden Age?</p> <p>02:46 - The Technology Stack &amp; Leapfrogging</p> <p>04:42 - Grab's Expansion &amp; De-risking Ride-Hailing</p> <p>06:21 - The "Time Machine" Thesis: Cloning Success</p> <p>10:28 - Navigating Market Fragmentation in SEA</p> <p>12:38 - Southeast Asia Market Archetypes</p> <p>16:23 - Assessing Talent and Capital in the Region</p> <p>18:44 - Silicon Shields &amp; Government Support</p> <p>23:59 - Why Southeast Asia is Lagging in AI</p>
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27 MIN
Become Incorruptible - The Truth Behind Successful Businesses | Eric Ries - E700
MAY 31, 2026
Become Incorruptible - The Truth Behind Successful Businesses | Eric Ries - E700
<p>Join Jeremy Au on the BRAVE Southeast Asia Tech Podcast for an exclusive masterclass with Eric Ries, legendary author of 'The Lean Startup' and the new book ‘Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great’. They dive deep into the future of company building, how the AI boom is dramatically accelerating startup velocity, and why the standard venture capital playbook is often fundamentally broken. Eric reveals insights from his new research on corporate governance, explaining why ruthless business practices actually destroy long-term value and how true trustworthiness is a company's greatest asset. Essential listening for founders, operators, and VCs across Singapore, Indonesia, Vietnam, the Philippines, Thailand, and Malaysia who are looking to scale resilient, high-integrity startups.</p> <p>Watch, listen or read the full insight at <a href="https://www.bravesea.com/blog/become-incorruptible-eric-ries" target="_blank">https://www.bravesea.com/blog/become-incorruptible-eric-ries</a> </p> <p>Get transcripts, startup resources &amp; community discussions at<a href="https://www.bravesea.com/" target="_blank"> https://www.bravesea.com</a></p> <p>WhatsApp:<a href="https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e" target="_blank"> https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e</a></p> <p>TikTok:<a href="https://www.tiktok.com/@jeremyau" target="_blank"> https://www.tiktok.com/@jeremyau</a></p> <p>Instagram:<a href="https://www.instagram.com/jeremyauz" target="_blank"> https://www.instagram.com/jeremyauz</a></p> <p>Twitter X :<a href="https://x.com/jeremyau" target="_blank"> https://x.com/jeremyau</a></p> <p>LinkedIn:<a href="https://www.linkedin.com/company/bravesea" target="_blank"> https://www.linkedin.com/company/bravesea</a></p> <p>English:<a href="https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/@JeremyAu?sub_confirmation=1" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464" target="_blank"> Apple Podcasts</a></p> <p>Bahasa Indonesia:<a href="https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=zmSAfC8oZMQ&amp;list=PLl9u6ECOP8_6DexuTNkCpmTwKDhRTKGcZ" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/us/podcast/brave-teknologi-asia-tenggara-singapura-indonesia-vietnam-filipina-thailand-malaysia-perusahaan-rintisan-pendiri-dan/id1729433475" target="_blank"> Apple Podcasts</a></p> <p>Chinese:<a href="https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=ZfPbq-Znr90&amp;list=PLl9u6ECOP8_67PEJ85ml-Pa6O8igaixdS" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/au/podcast/brave-chinese-%E4%B8%9C%E5%8D%97%E4%BA%9A%E7%A7%91%E6%8A%80-%E6%96%B0%E5%8A%A0%E5%9D%A1-%E5%8D%B0%E5%BA%A6%E5%B0%BC%E8%A5%BF%E4%BA%9A-%E8%B6%8A%E5%8D%97-%E8%8F%B2%E5%BE%8B%E5%AE%BE-%E6%B3%B0%E5%9B%BD%E5%92%8C%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E5%88%9D%E5%88%9B%E4%BC%81%E4%B8%9A-%E5%88%9B/id1734175342" target="_blank"> Apple Podcasts</a></p> <p>#US #Startup #Founder #Author #startupbook #Podcast #southeastasia #techpodcast</p> <p><br /></p> <p>00:00 - Introduction &amp; The Myth of Ruthless Business</p> <p>01:21 - The Origin Story of "The Lean Startup"</p> <p>04:24 - Achieving Product-Market Fit During a Recession</p> <p>07:19 - Eric's Identity Shift: From Engineer to Global Author</p> <p>09:23 - How "Lean Startup" Principles Apply to the AI Boom</p> <p>12:00 - The New Book: Protecting Your Company's Mission</p> <p>18:35 - Why "Good Governance" Can Actually Destroy Value</p> <p>23:55 - Overcoming the Pressure to Exploit Customers (The Costco Example)</p> <p>32:21 - Founder Transitions &amp; The Story of Novo Nordisk</p> <p>38:28 - AI Agents vs. Human Creativity: Eric's Contrarian Take</p> <p>41:00 - AI Fact-Checks Eric Ries Live</p> <p>43:04 - Key Takeaways &amp; Conclusion</p> <p><br /></p>
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44 MIN
Choosing Your Career Path and the Tradeoffs You Must Be Aware Of - E699
MAY 27, 2026
Choosing Your Career Path and the Tradeoffs You Must Be Aware Of - E699
<p>Most career advice is a lie. In this raw solo episode of the BRAVE Southeast Asia Tech Podcast, <a href="https://www.linkedin.com/in/jeremyau/" target="_blank">Jeremy Au</a> breaks down why self-help advice from successful business leaders is often self-serving, and what young founders, operators, and professionals across Singapore, Indonesia, Vietnam, Philippines, Thailand, and Malaysia should actually pay attention to.</p> <p>Jeremy shares the hard-won lessons that schools and LinkedIn influencers will not teach you: the brutal tradeoffs hidden behind every "I wake up at 5am" story, why you must own your power without shame, and the dangerous trap of choosing your career outside-in instead of inside-out. He opens up about why he walked away from Bain &amp; Company after two years and felt like a loser, only to learn a decade later that even the partners who "made it" wished they had taken the exit.</p> <p>You will also hear why being a small fish in a big pond is not a failure (and being a big fish in a small pond is not the goal), why sacrificing your health for your career is the dumbest tradeoff a young professional can make, and how choosing your own pain is the secret to a sustainable career.</p> <p>Watch, listen or read the full insight at <a href="https://www.bravesea.com/blog/choosing-your-career-path" target="_blank">https://www.bravesea.com/blog/choosing-your-career-path</a></p> <p>Get transcripts, startup resources &amp; community discussions at<a href="https://www.bravesea.com/" target="_blank"> https://www.bravesea.com</a></p> <p>WhatsApp:<a href="https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e" target="_blank"> https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e</a></p> <p>TikTok:<a href="https://www.tiktok.com/@jeremyau" target="_blank"> https://www.tiktok.com/@jeremyau</a></p> <p>Instagram:<a href="https://www.instagram.com/jeremyauz" target="_blank"> https://www.instagram.com/jeremyauz</a></p> <p>Twitter X :<a href="https://x.com/jeremyau" target="_blank"> https://x.com/jeremyau</a></p> <p>LinkedIn:<a href="https://www.linkedin.com/company/bravesea" target="_blank"> https://www.linkedin.com/company/bravesea</a></p> <p>English:<a href="https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/@JeremyAu?sub_confirmation=1" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464" target="_blank"> Apple Podcasts</a></p> <p>Bahasa Indonesia:<a href="https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=zmSAfC8oZMQ&amp;list=PLl9u6ECOP8_6DexuTNkCpmTwKDhRTKGcZ" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/us/podcast/brave-teknologi-asia-tenggara-singapura-indonesia-vietnam-filipina-thailand-malaysia-perusahaan-rintisan-pendiri-dan/id1729433475" target="_blank"> Apple Podcasts</a></p> <p>Chinese:<a href="https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=ZfPbq-Znr90&amp;list=PLl9u6ECOP8_67PEJ85ml-Pa6O8igaixdS" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/au/podcast/brave-chinese-%E4%B8%9C%E5%8D%97%E4%BA%9A%E7%A7%91%E6%8A%80-%E6%96%B0%E5%8A%A0%E5%9D%A1-%E5%8D%B0%E5%BA%A6%E5%B0%BC%E8%A5%BF%E4%BA%9A-%E8%B6%8A%E5%8D%97-%E8%8F%B2%E5%BE%8B%E5%AE%BE-%E6%B3%B0%E5%9B%BD%E5%92%8C%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E5%88%9D%E5%88%9B%E4%BC%81%E4%B8%9A-%E5%88%9B/id1734175342" target="_blank"> Apple Podcasts</a></p> <p> #SoutheastAsia #VentureCapital #Podcast #CareerAdvice #StartupFounders #SingaporeStartups #SEATech</p> <p><br /></p> <p>00:00 The Illusion of Self-Help and Success</p> <p>00:52 Own Your Power (And Your Quirks)</p> <p>02:13 Big Fish vs Small Fish in the Pond</p> <p>03:56 Outside-In vs Inside-Out Motivations</p> <p>05:05 Why I Left Bain &amp; Company</p> <p>06:44 Never Sacrifice Health for Wealth</p> <p>07:39 Protect Your Relationships</p> <p>08:01 Choose Your Pain</p> <p>08:34 Outro</p>
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9 MIN
How Lasers Could Replace Undersea Cables & Reshape Global Internet | Rohit Jha - E698
MAY 24, 2026
How Lasers Could Replace Undersea Cables & Reshape Global Internet | Rohit Jha - E698
<p><a href="https://www.linkedin.com/in/rohitrj/" target="_blank">Rohit Jha</a>, Co-founder and CEO of <a href="https://www.linkedin.com/company/transcelestial/" target="_blank">Transcelestial</a>, joins <a href="https://www.linkedin.com/in/jeremyau/" target="_blank">Jeremy Au</a> to explain how his Singapore-based startup is using laser communications to transmit internet at speeds far beyond what Starlink currently offers, and why that matters for Southeast Asia, global telcos, and the future of deep space.</p> <p>Rohit breaks down how Transcelestial went from building ground-to-ground laser links for 5G towers, with clients like Globe Telecom, Telkomsel, T-Mobile, AT&amp;T, Verizon, and NTT Group, to now building an orbital ring of 40 satellites designed to replace undersea cables and host orbital data centres capable of running AI workloads in space.</p> <p>Topics covered include the Transcelestial vs. SpaceX and Starlink distinction, why telcos are a national security asset that will never be sold to a foreign operator, how AI is driving an explosion in internet bandwidth demand, and how a laser link restored connectivity to 50 villages in Taiwan after a typhoon destroyed a fibre-carrying bridge in under two hours. Rohit also shares what it means to be brave, from fighting off knife-wielding robbers in Munich on Christmas Eve to secretly redirecting company capital into a space programme without telling the board.</p> <p>Watch, listen or read the full insight at <a href="https://www.bravesea.com/blog/rohit-jha-global-internet-lasers" target="_blank">https://www.bravesea.com/blog/rohit-jha-global-internet-lasers</a></p> <p>Get transcripts, startup resources &amp; community discussions at<a href="https://www.bravesea.com/" target="_blank"> https://www.bravesea.com</a></p> <p>WhatsApp:<a href="https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e" target="_blank"> https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e</a></p> <p>TikTok:<a href="https://www.tiktok.com/@jeremyau" target="_blank"> https://www.tiktok.com/@jeremyau</a></p> <p>Instagram:<a href="https://www.instagram.com/jeremyauz" target="_blank"> https://www.instagram.com/jeremyauz</a></p> <p>Twitter X :<a href="https://x.com/jeremyau" target="_blank"> https://x.com/jeremyau</a></p> <p>LinkedIn:<a href="https://www.linkedin.com/company/bravesea" target="_blank"> https://www.linkedin.com/company/bravesea</a></p> <p>English:<a href="https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/@JeremyAu?sub_confirmation=1" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464" target="_blank"> Apple Podcasts</a></p> <p>Bahasa Indonesia:<a href="https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=zmSAfC8oZMQ&amp;list=PLl9u6ECOP8_6DexuTNkCpmTwKDhRTKGcZ" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/us/podcast/brave-teknologi-asia-tenggara-singapura-indonesia-vietnam-filipina-thailand-malaysia-perusahaan-rintisan-pendiri-dan/id1729433475" target="_blank"> Apple Podcasts</a></p> <p>Chinese:<a href="https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=ZfPbq-Znr90&amp;list=PLl9u6ECOP8_67PEJ85ml-Pa6O8igaixdS" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/au/podcast/brave-chinese-%E4%B8%9C%E5%8D%97%E4%BA%9A%E7%A7%91%E6%8A%80-%E6%96%B0%E5%8A%A0%E5%9D%A1-%E5%8D%B0%E5%BA%A6%E5%B0%BC%E8%A5%BF%E4%BA%9A-%E8%B6%8A%E5%8D%97-%E8%8F%B2%E5%BE%8B%E5%AE%BE-%E6%B3%B0%E5%9B%BD%E5%92%8C%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E5%88%9D%E5%88%9B%E4%BC%81%E4%B8%9A-%E5%88%9B/id1734175342" target="_blank"> Apple Podcasts</a></p> <p>#Singapore #Technology #SpaceTech #Podcast #US #Taiwan #Philippines #Indonesia #Malaysia #Vietnam #southeastasia #techpodcast</p> <p><br /></p> <p>00:00 Anyone Who Is Not SpaceX Is Signing Us Up</p> <p>00:30 Welcome to BRAVE and Rohit Jha Introduction</p> <p>01:30 What Is Transcelestial? Laser Internet and the Orbital Ring Explained</p> <p>02:01 From Entrepreneur First to a Deep Space Vision</p> <p>03:40 From NTU Engineering to Investment Banking and the Internet Revelation</p> <p>05:25 Product Market Fit: Solving Today's Problems to Fund the Future</p> <p>06:00 Telco Partnerships: Globe Telecom, Telkomsel, T-Mobile, AT&amp;T and NTT Group</p> <p>07:20 Transcelestial vs. SpaceX and Starlink: Competitive or Synergistic?</p> <p>09:55 The Orbital Ring: 40 Satellites Replacing Undersea Cables</p> <p>10:20 Orbital Data Centres and Running AI Workloads in Space</p> <p>14:55 Will Starlink Kill the Traditional Telco?</p> <p>17:18 AI Latency: Why Routing via Low-Earth Orbit Beats Undersea Cables</p> <p>19:45 Geopolitical Neutrality and the Multi-Vendor Imperative</p> <p>23:25 Typhoon in Taiwan: Laser Link Restores Internet to 50 Villages in Two Hours</p> <p>26:15 Personal Bravery: Armed Robbery in Munich on Christmas Eve</p> <p>27:35 Business Bravery: Secretly Funding the Space Division Without Board Approval</p> <p>29:57 Purpose and Why Having a Mission Changes the Risks You Take</p> <p>30:37 Key Takeaways and Closing</p>
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32 MIN
Trump Xi Summit Decoded: Thucydides Trap, Boeing Deal & China AI Chip Strategy - E697
MAY 21, 2026
Trump Xi Summit Decoded: Thucydides Trap, Boeing Deal & China AI Chip Strategy - E697
<p>Jianggan Li, Founder of Momentum Works, joins Jeremy Au to unpack the Trump Xi Beijing summit, the first US presidential visit to China since 2017. They decode the optics of Zhongnanhai Garden and the Temple of Heaven, Xi Jinping's Thucydides Trap reference, the 200 plane Boeing deal, and why the absence of major deliverables is itself a strategic win.</p> <p>The conversation dives deep into the AI chip war, why NVIDIA's market share in China collapsed from 95% to under 10%, how the US export ban accelerated Chinese semiconductor self-reliance, and DeepSeek's reported 50 billion RMB funding round with the founder personally contributing 20 billion. They examine why Jensen Huang was added to Trump's delegation last minute, Elon Musk's unique position with Tesla in China, how Chinese state subsidies flow through local governments, and why founders like the Manus team made costly domicile mistakes.</p> <p>For Southeast Asia founders, VCs, and operators in Singapore, Indonesia, Vietnam, Philippines, Thailand, and Malaysia, this episode reveals why both superpowers settled into managed competition rather than decisive split, and what it means for global supply chains, AI models, and capital flows in 2026.</p> <p>Watch, listen or read the full insight at <a href="https://www.bravesea.com/blog/trump-xi-summit" target="_blank">https://www.bravesea.com/blog/trump-xi-summit</a></p> <p>Get transcripts, startup resources &amp; community discussions at<a href="https://www.bravesea.com/" target="_blank"> https://www.bravesea.com</a></p> <p>WhatsApp:<a href="https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e" target="_blank"> https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e</a></p> <p>TikTok:<a href="https://www.tiktok.com/@jeremyau" target="_blank"> https://www.tiktok.com/@jeremyau</a></p> <p>Instagram:<a href="https://www.instagram.com/jeremyauz" target="_blank"> https://www.instagram.com/jeremyauz</a></p> <p>Twitter X :<a href="https://x.com/jeremyau" target="_blank"> https://x.com/jeremyau</a></p> <p>LinkedIn:<a href="https://www.linkedin.com/company/bravesea" target="_blank"> https://www.linkedin.com/company/bravesea</a></p> <p>English:<a href="https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/@JeremyAu?sub_confirmation=1" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464" target="_blank"> Apple Podcasts</a></p> <p>Bahasa Indonesia:<a href="https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=zmSAfC8oZMQ&amp;list=PLl9u6ECOP8_6DexuTNkCpmTwKDhRTKGcZ" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/us/podcast/brave-teknologi-asia-tenggara-singapura-indonesia-vietnam-filipina-thailand-malaysia-perusahaan-rintisan-pendiri-dan/id1729433475" target="_blank"> Apple Podcasts</a></p> <p>Chinese:<a href="https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR" target="_blank"> Spotify</a> |<a href="https://www.youtube.com/watch?v=ZfPbq-Znr90&amp;list=PLl9u6ECOP8_67PEJ85ml-Pa6O8igaixdS" target="_blank"> YouTube</a> |<a href="https://podcasts.apple.com/au/podcast/brave-chinese-%E4%B8%9C%E5%8D%97%E4%BA%9A%E7%A7%91%E6%8A%80-%E6%96%B0%E5%8A%A0%E5%9D%A1-%E5%8D%B0%E5%BA%A6%E5%B0%BC%E8%A5%BF%E4%BA%9A-%E8%B6%8A%E5%8D%97-%E8%8F%B2%E5%BE%8B%E5%AE%BE-%E6%B3%B0%E5%9B%BD%E5%92%8C%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E5%88%9D%E5%88%9B%E4%BC%81%E4%B8%9A-%E5%88%9B/id1734175342" target="_blank"> Apple Podcasts</a></p> <p><br /></p> <p>00:00 Introduction</p> <p>01:23 Why the Trump Xi summit was a strategic win</p> <p>03:25 Key players and how China renamed Rubio</p> <p>06:26 Xi's Thucydides Trap and the Athens Sparta lesson</p> <p>09:11 Chinese self-media versus official narratives</p> <p>12:10 Zhongnanhai Garden and Temple of Heaven optics</p> <p>15:15 El Niño, food security and global risk</p> <p>16:36 Boeing deal, Elon Musk and Tesla in China</p> <p>19:04 Jensen Huang added last minute to the delegation</p> <p>21:16 Why Chinese founders still domicile in Singapore</p> <p>23:08 DeepSeek's 50 billion RMB funding anomaly</p> <p>24:00 NVIDIA's China collapse and the backfired chip ban</p> <p>26:32 DeepSeek and ByteDance: founder driven AI</p> <p>29:34 How Chinese state subsidies actually work</p> <p>32:17 DeepSeek's cost efficiency strategy</p> <p>33:04 Future outlook: Xi's US visit and Taiwan</p>
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34 MIN