Analyse Podcast

Fresh out of the studio, Peter Noszek, co-founder of SuperAI and TOKEN2049 join us on a conversation that maps the widening gap between Silicon Valley's creative intensity and Asia's underutilised compute infrastructure — including 900 megawatts of GPU capacity in Johor, Malaysia sitting at low utilisation because the routing layer between US demand and Asian supply simply doesn't exist yet. Peter introduces Pax Silica, his thesis that Singapore can serve as the neutral ground where fragmented AI communities from East and West converge through curated rooms, cultural bridging, and unreasonable hospitality. They explore why the Bay Area still doesn't understand Asia, the 12-to-18-month window before GPU backlogs clear, Singapore's unique "one to a hundred" positioning for enterprise distribution, and why AI agents — from Coinbase x402 transactions to Meta's agent-to-agent one-on-ones — are already reshaping how coordination happens at scale."I'm of like a hundred percent conviction that the majority of times when something is not aligned, it's a case of miscommunication. An inability of information to flow properly between people. And in this highly digitalized, highly fragmented and siloed world that we operate in, those things are usually not present. So bringing people into the same room and bringing them into an environment where they feel natural—as long as that room is curated in the right way—that's really going to open up these sort of icebreakers that then lead to creativity, to ideation, and to realizing that we're actually all trying to do the same thing and we're all just trying to make this entire pie grow bigger." - Peter NoszekEpisode Highlights: [00:00] Quote of the Day by Peter Noszek, co-founder of SuperAI and TOKEN2049[01:21] Peter Noszek's origin story[04:30] SuperAI as bridge across siloed frontier tech nodes[07:34] The Bay Area hive mind and its velocity on AI[08:27] Bay Area fragmentation versus Singapore's unified strategy[10:14] Chinese frontier models: fork on approach, convergence on distribution[14:41] The infrastructure shift from GPUs to energy[17:08] Data centres in space versus a 15-hour flight to Asia[19:15] Pax Silica: composing rooms that break the ice[22:10] The 12 to 18-month window for Asia's underutilised compute[24:13] Gulf energy, European bottlenecks, and the geography of compute[26:00] Is AI in Asian financial services still pilot theatre?[28:42] When does an AI agent stop being a tool?[31:25] Coinbase x402 and AI-agent transactions[32:47] OpenClaude adoption: Singapore ahead of Silicon Valley[33:42] SuperAI 2025 Pulse survey: the agent thesis, called correctly[34:59] SuperAI 2026's six tracks — from frontier models to society[38:26] Collaboration over competition in the paradigm shift[41:16] Five-year view: open models and agent-run logistics[44:32] ClosingProfile: Peter Noszek, Co-Founder, SuperAI and Token2049 ConferenceLinkedIn: https://www.linkedin.com/in/petergnoszekPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Our Official Site: https://www.analysepodcast.com

Fresh out of the studio with John Morgan, Senior Vice President and General Manager of Splunk Security at Cisco. The conversation unpacks the AI inflection point reshaping security operations — from the explosion of machine data (set to more than double in three years) to the rise of the agentic SOC, where AI agents handle detection, investigation, and response while humans focus on high-stakes decisions. John breaks down why attackers armed with AI now exploit zero-days in hours instead of weeks, why security must start with observability (including the challenge of "shadow AI"), and how CISOs are evolving from technical gatekeepers into board-level business enablers. His parting message: the entire world is learning AI together — get to it with his perspective on what great looks like for Splunk Security moving forward. "The volume is increasing quite a bit. We expect in the next three years it’s gonna double. Attackers do not have a governance of regulatory and compliance restrictions on them. They just go at it and see what works. And so the volume, sophistication, speed of attacks—the only way to defend against it is to automate your responses to it. One thing that folks outside of the industry don’t maybe get is just how large the attack surface is. And how hard it is to stop—attackers need to just find one way in, and you’re trying to defend all ways in." - John MorganEpisode Highlights:[00:00] Quote of the Day by John Morgan from Splunk Security[00:50] John's path from technologist to cybersecurity leader[01:35] Leading Splunk Security: the mandate and mission[02:20] Why Cisco and Splunk have a disproportionate AI advantage[03:18] It's not the technology — it's the human beings[04:26] Why more data demands better curation and context[05:00] AI as both signal generator and attack surface creator[06:12] Where the bottleneck sits: ingestion, analysis, or response[07:10] Splunk at the intersection of observability and security[08:29] The evolving CISO role: gatekeeper to board-level risk officer[10:22] Defining the agentic SOC and where it's heading[12:00] Alert fatigue and how agentic approaches change the dynamic[13:56] Singapore Airlines: real customer outcomes from AI security[14:47] The AI arms race: who has the structural advantage[16:11] What a mature AI-native security platform looks like[17:19] How AI is changing detection from rules-based to correlation[18:35] Advice to CISOs: observe, trust, automate[19:41] The one question John wishes more CISOs would ask[20:22] The next five years — and why five years is too slow[21:20] ClosingProfile: John Morgan, GM and SVP, Splunk Security, CiscoLinkedIn: https://www.linkedin.com/in/johnmorganinc/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. This episode is recorded in Poddster Singapore. Here are the links to watch or listen to our podcast.Analyse Asia Main Site: https://analyse.asiaAnalyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasiaSign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Fresh out of the studio, Borko Kovacevic, Co-founder of Poddster and Podyx, joins us to explore how he is building the world's largest podcast studio network and the operating system behind it. He shares his career journey from nearly 17 years at Microsoft across Central Europe and Asia Pacific, to making the entrepreneurial leap and launching Poddster's first flagship studio in Dubai, followed by Singapore. Borko explains how Poddster scaled by treating operations like software — standardizing over the operational framework to run studios from UAE and Singapore to now globally across the world while building a flywheel connecting corporate brands with authentic content creators. He unpacks how Podyx, the software spinoff, hit 24 markets with zero churn on day one. Closing the conversation, Borko shares why frequency and consistency in content creation — not polish — is the single most underestimated edge in the AI era, and what great looks like for Poddster and Podyx as a global studio network and platform."So what people underestimate is frequency and consistency in posting content beats everything else. Because the future internet is about you being available online and you providing enough content, enough material, that the algorithms learn about you. If they learn enough about you, you will be recommended in searches, you will do better on SEO, you will become more discoverable than anybody else. And that's the part which I think people underestimate." - Borko KovacevicEpisode Highlights: [00:00] Quote of the Day by Borko Kovacevic [01:00] Introduction: Borko Kovacevic [03:17] The danger of corporate complacency & achieving success too early[07:00] The leap: why he finally decided to leave Microsoft and build something[10:13] The origin story of Poddster — not planned, born from a co-founder complaint[13:00] Building a mini studio prototype inside Microsoft; discovering the market gap[16:33] Modelling Poddster like McDonald's: 90% of operations standardized and repeatable[18:23] Building the flywheel: connecting corporates with content creators at scale[23:00] The global studio partner network — a community of 150+ studio owners globally[26:12] The roadmap: New York by September, then Los Angeles and London[32:10] How Podyx was born — a prototype to solve Poddster' own booking chaos[33:47] Why existing booking tools (Calendly, Acuity) didn't fit the podcasting workflow[36:55] Podyx metrics: $6M+ in transactions, 160 paying studios across 24 markets, zero churn[37:15] Stripe named Podyx fastest-growing vertical SaaS startup from Singapore[38:34] Founder-led sales: Borko personally onboarded the first 50+ studios on calls[42:23] Making a services business operate like software — what can actually be productized[44:48] The test for every new process: can you repeat it 10 more times across locations?[49:48] The one thing most people don't know about podcasting: frequency beats polish[50:42] LLMs and agents will train on your content — why posting consistently is the real SEO[54:14] Creators vs. corporates: fundamentally different problems.[56:00] Corporates discovering long-form: the end of scripted media interviews[58:22] The AWS-Cisco example: executive dialogue that earns trust without selling[01:03:13] What great looks like for Poddster and Podyx in the next few yearsProfile: Borko Kovacevic, co-founder of Poddster and PodyxLinkedIn: https://www.linkedin.com/in/borko-kovacevic/Poddster Website: https://poddster.comPodyx Website: https://podyx.comPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. This episode is recorded in Poddster Singapore and full disclosure: Bernard is an investor to Podyx.

Fresh out of the studio, Ken Exner, Chief Product Officer at Elastic, joins us to explore how Elastic evolved from the world's most popular open-source search engine into the context layer powering modern AI applications and agent systems. He shares his career journey from database programming to over 16 years at Amazon building AWS resilience practices, and now leading product strategy where search, observability, and security converge into a unified AI platform. Ken explains why context engineering is the defining discipline of the AI age, where developers become managers of agents, and how Elastic's 15-year enterprise head start positions it as the foundational retrieval layer between enterprise data and LLMs."I like to think of the future of software development is—developers will be managers of agents. They're no longer going to be ICs [Individual Contributors], they’re going to be managers. Every developer is going to be a manager of agents and they’re going to be doing context engineering. They’re going to be figuring out how to pass context and data to an LLM or an agent. And they’re going to be goal setting. They’re going to have their team of agents, and they’re going to give them goals, and they’re going to review the output." - Ken Exner Episode Highlights: [00:00] Quote of the Day by Ken Exner from Elastic[00:51] Ken's origin story: database programmer to Amazon[02:07] What attracted Ken to Elastic[02:51] Lessons from building resilient systems at AWS[04:34] How Elastic evolved from search to AI infrastructure[07:06] Elastic today: context engineering, observability, security[09:42] Why observability will be fundamentally transformed by AI[10:48] How early vector search prepared Elastic for GenAI[12:53] Context engineering: ingestion, retrieval, evaluation[15:39] The 10-year head start over purpose-built competitors[20:57] A developer's day is now all context engineering[24:16] Elastic as the bridge between enterprise data and LLMs[26:13] Agent Builder capabilities for customers[28:09] Data, tools, and context in the Elastic framework[29:39] Elastic on battleships and a Mars rover[31:00] The disorienting acceleration of AI coding models[32:07] Developers will be managers of agents[34:00] Authentication and identity for autonomous agents[35:30] Great in five years: the foundational AI layer[36:14] Disrupting observability and security from within[36:36] ClosingProfile: Ken Exner, Chief Product Officer, ElasticLinkedIn: https://www.linkedin.com/in/ken-exner-b914542/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

"Motivation is a triangle. It requires: Behavior: What am I going to do? Benefit: Why am I going to do it? Belief. If you don’t have those three areas of your life in concert, all the advice in the world is going to go in one ear and out the other. Beliefs are tools, not truths. The majority of our problems today—cultural, geopolitical, personal—come from the fact that we think our faith is fact, and we confuse facts for what are beliefs. Everything worth having in life is on the other side of discomfort. So if you can learn to manage discomfort through the power of belief, what couldn't you accomplish? Everything." - Nir EyalFresh out of the studio, Nir Eyal, best-selling author of "Hooked," "Indistractable," and the forthcoming "Beyond Belief," joined us in a conversation to explore how deeply held beliefs quietly shape our attention, decisions, and success. Nir shared his personal origin story of childhood obesity that revealed how we escape uncomfortable feelings through habitual behaviors, and progressed through the Hook Model that democratized Silicon Valley's habit-formation secrets for building products like Duolingo and Fitbod. He unpacks the critical insight that the opposite of distraction isn't focus—it's traction—and introduces the Motivation Triangle framework explaining why knowing what to do isn't enough without belief. Throughout the conversation, Nir demonstrates how 90% of our distractions stem from internal triggers rather than technology itself, and challenges the moral panic around AI by drawing parallels to historical fears from the written word to social media. Last but not least, he argues that beliefs are tools, not truths, revealing how our hidden convictions fundamentally alter what we see, feel, and do—and provides a science-backed path for transforming limiting beliefs into liberating ones that unlock previously impossible performance.Episode Highlights[00:00] Quote of the Day by Nir Eyal[01:02] Introduction: Nir Eyal[04:45] Hook model democratizes habit-forming product secrets[06:42] Startups sell painkillers not vitamins[08:59] Traction versus distraction defines intentional living[10:24] Distraction is behavior not medical addiction[11:28] AI triggers predictable moral panic cycle[14:21] First generation without mass starvation faces excess[16:58] Hook model: trigger action reward investment[23:26] Persuasion helps people achieve their goals[29:39] Internal triggers cause ninety percent of distractions[32:36] Indistractable readers didn't implement the steps[34:46] Motivation triangle requires behavior benefit belief[36:19] Steve Jobs willed reality through liberating beliefs[43:43] Facts beliefs faith require intellectual humility[45:41] Beliefs are tools not truths[48:32] Beliefs reshape attention anticipation agency[51:30] ClosingProfile: Nir Eyal, author of "Beyond Belief", "Indistractable" and "Hooked"Main Site: https://www.nirandfar.com/LinkedIn: https://www.linkedin.com/in/nireyal/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.