GNA 2 is back with another Asia-focused breakdown of the biggest stories in AI, startups, chips, infrastructure, geopolitics, and capital markets. 🎟️ Generalists Live with Nir Eyal Nir Eyal, bestselling author of Hooked, Indistractable, and Beyond Belief, is coming to Singapore for a live podcast with The Generalists. May 25th at Poddster, with 30 minutes of conversation and 30 minutes of open audience Q&A. Tickets: https://www.eventbrite.sg/e/beyond-belief-nir-eyal-live-podcast-with-the-generalists-tickets-1988068911632?aff=oddtdtcreator In this episode of Generalists New Asia, Michael Smith Jr. and Raz Kotler revisit the Meta and Manus fallout, including what China’s unwind order could mean for Singapore TopCos, cross-border AI startups, foreign capital, and founders trying to move from China into Singapore. They also dig into Foxconn’s AI server boom, why AI infrastructure may still have room to run, the eFishery fraud case in Indonesia, Singapore’s advanced chip packaging story with Silicon Box, Goldman Sachs switching off Claude in Hong Kong, TikTok’s massive Thailand infrastructure bet, Singapore’s parliament debate on AI and jobless growth, funding activity across India, Singapore and Australia, DeepSeek’s rumored mega-round, and why US-China AI tensions are only getting bigger. 🤝 Sponsored by https://TAP4SRV.com - Quickly find local Service Providers on WhatsApp! 🤝 📖 What We Cover • Why the Meta-Manus situation still matters for China, Singapore, and AI geopolitics • What “unwinding” a $2B AI acquisition could actually mean • Why China may be setting guardrails for the next Manus-style company move • Why Singapore TopCos, foreign capital, and Chinese IP are becoming more sensitive • How Foxconn’s AI server business became bigger than its iPhone business • Why AI servers, CPUs, memory, and infrastructure remain central to the AI trade • What the eFishery fraud case means for Indonesia’s startup ecosystem • Why Michael thinks the eFishery situation raises questions beyond the founders alone • Why Singapore’s Silicon Box could matter in the global AI chip bottleneck • How advanced chip packaging in Tampines became a surprising Singapore innovation story • Why Goldman Sachs switching off Claude in Hong Kong raises geopolitical questions • Why TikTok is putting a massive infrastructure bet behind Thailand • How land, power, TikTok Shop, and ByteDance’s AI needs connect in Southeast Asia • What Singapore’s parliament debate says about AI, workers, and jobless growth • Why India, Singapore, and Australia are showing strength in the current funding market • How India’s neo-cloud and GPU infrastructure market is scaling • Why Toku, Level 3i, Formas.ai, and other AI companies show momentum in the region • Why DeepSeek may become China’s flagship AI model company • Why US-China AI tensions are likely to keep shaping startup funding, models, and acquisitions 🔔 Listen and Subscribe • YouTube: https://www.youtube.com/@TheGeneralistsPodcast • Spotify: https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4 • Apple Podcasts: https://podcasts.apple.com/sg/podcast/the-generalists 👤👤 Anchors • Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/ • Raz Kotler: https://www.linkedin.com/in/razkotler/ 🔗 Resources and Links • Nir Eyal: https://www.nirandfar.com • Beyond Belief: https://www.nirandfar.com/beyond-belief/ • Sinocism: https://sinocism.com • Meta: https://www.meta.com • Foxconn: https://www.foxconn.com • eFishery: https://efishery.com • Silicon Box: https://www.silicon-box.com • TSMC: https://www.tsmc.com • Goldman Sachs: https://www.goldmansachs.com • Claude: https://claude.ai • TikTok: https://www.tiktok.com • TikTok Shop: https://shop.tiktok.com • Singapore Parliament: https://www.parliament.gov.sg • Yotta: https://www.yotta.com • Toku: https://www.toku.co • DeepSeek: https://www.deepseek.com • Echelon: https://echelon.e27.co • SuperAI: https://www.superai.com #GeneralistsNewsAsia #AINews #DeepSeek
