300 episodes

Analyse Asia with Bernard Leong is a weekly podcast dedicated to the pulse of technology, business and media in Asia. We interview thought leaders and leading industry players and gain their insights to how we perceive and understand the market.

Analyse Asia with Bernard Leong Carol Yin and Bernard Leong

    • Business
    • 4.7 • 20 Ratings

Analyse Asia with Bernard Leong is a weekly podcast dedicated to the pulse of technology, business and media in Asia. We interview thought leaders and leading industry players and gain their insights to how we perceive and understand the market.

    Beyond the Smartphone & COVID-19's Forced Experiments with Benedict Evans

    Beyond the Smartphone & COVID-19's Forced Experiments with Benedict Evans

    In episode 332, continuing our last conversation with Benedict Evans, we discuss the major topics that are dominating the global technology landscape. First, Benedict dissect the impact of the COVID-19 pandemic and explain how the forced experiments will shift the immediate future where we work and interact with each other. Moving forward, he discuss what lies beyond the smartphone, specifically touching on VR and AR and analyzed why other technologies such as AI and blockchain are lurking in the background. Finally, he offers his perspectives on our expectations on technology with the dawn of 5G.
    Here are the interesting show notes and links to the discussion:
    Benedict Evans (@benedictevans , LinkedIn, Personal Site, Essays, Newsletter), Venture Partner of Mosaic Ventures & Entrepreneur First & Independent Analyst COVID 19's Forced Experiments Reference: COVID and forced experiments, Presentations: Tech and the New Normal & Tech in 2020: Standing on the shoulders of giants and What comes after Zoom?.  The COVID 19 have accelerated digital transformation in the past three months more than the last 5 years for certain industries. What are the forced experiments which COVID-19 can help us to understand the evolution of technology, for example, Zoom for video conferencing and what it has and has not solved for us?  Beyond the Smartphone Reference: Should you care about the 5G? Where is the smartphone in the S-curve: the beginning, the middle or the late stage? If we slice and dice the other platforms in the horizon: IoT (or ambient computing), VR or AR, they don’t seem to show the scale that smartphones can extend in terms of their adjacencies. What are the signs that you will identify to show that the smartphone platform is in the decline? What do you think that the contribution of 5G is to the entire telecommunications industry?  Closing Do you have anything from book, article, movie or podcast to recommend to our audience that have inspired you recently? Benedict's recommendation: History of Germany economy in the 1930s-1940s. How can our audience find you? Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · Beyond the Smartphone & COVID-19's Forced Experiments with Benedict Evans

    • 21 min
    Technology Regulation, App Store & Global Decoupling with Benedict Evans

    Technology Regulation, App Store & Global Decoupling with Benedict Evans

    In episode 331, Benedict Evans, the independent analyst and venture partner from Mosaic Ventures & Entrepreneur First, joined us in the first of the two episodes to discuss the major topics that are dominating the global technology landscape. We began the conversation with his recent stint with Andreessen Horowitz (a16z) in Silicon Valley and the key takeaways during his stay there. Then we dived deep into  the key topics which dominate the global technology landscape: tech regulation of the major Internet giants, the app store conversation featuring Fornite vs Apple and the decoupling of the global supply chain with China and India.
    Here are the interesting show notes and links to the discussion:
    Benedict Evans (@benedictevans , LinkedIn, Personal Site, Essays, Newsletter), Venture Partner of Mosaic Ventures & Entrepreneur First & Independent Analyst When we had the first conversation with you, you were a partner in the renowned Silicon Valley venture capital firm, Andreessen Horowitz, the first question for us, what are the key takeaways thinking about technology from the lens of a venture capitalist in Silicon Valley? Since you have moved back to the United Kingdom, what have you been up to? Tech Regulation and App Stores Reference: Regulating Technology , Would breaking up big tech work? What would? and App Stores, Trust & Anti Trust Let’s start with the recent movement in the US by the Congress to call for the break up of the four major tech companies: Google, Facebook, Amazon and Apple and potentially restricting their M&A activity. We have the leaders of these four tech companies brought before the Congressional hearings.  From looking at the hearings, what does the regulators get right and wrong about big technology companies and insist that the only way is to ‘break them up’? Can we learn from history on how we should think about breaking up big technology companies? For example drawing on what they did to Standard Oil during the gilded age in the 1900s in the U.S.?  The decoupling of global supply chains Currently, China’s market is 3x times larger than the US. The Indian market is teaming up with US companies to move their supply chain out from China to India, for example, Apple. Will the Chinese and Indian Internet outsize the US market so that it is no longer the axis of innovation and technology growth in the next few decades? Do you think that the future of the Internet is going to be “balkanized”: China, India, Europe, US and the rest of the world?  Will the decoupling of supply chains between China and the US change the way the technology sector will evolve in the next few decades? Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · Technology Regulation, App Store & Global Decoupling with Benedict Evans

    • 47 min
    China Internet Report 2020 with Gareth Nicholson

    China Internet Report 2020 with Gareth Nicholson

    In episode 330, Gareth Nicholson, deputy technology editor on the technology desk from South China Morning Post (SCMP), joined us to discuss the China Internet Report 2020 and its impact to the rest of the world. We discuss the key major trends: the impact of COVID-19 on China tech and how it transform food delivery, the accelerated self-reliance of Chinese companies due to the US and China tensions, the year of 5G for mass adoption in the Chinese domestic market, live streaming and ecommerce, and finally, why the Chinese companies are now moving their US listings back to China. Last but not least, Gareth shared the key trends that he will watch out for in 2021.
    Here are the interesting show notes and links to the discussion:
    Gareth Nicholson, deputy Technology Editor on the Technology desk, South China Morning Post. Since our last conversation, what have you been up to? China Internet Report 2020 by South China Morning Post Now let’s talk about the report. It’s SCMP’s 3rd annual report, what are some of the key sections and themes that the China Internet report has always focused on? As we understand that SCMP has been delivering the China Internet Report every year since 2016, what are the key themes which the report have discussed every year till now? I love how the report starts off with ‘China in a glance’ which provides readers with a general background of the Chinese internet space. The graphic comparisons for the China vs US internet landscapes are helpful. For example, I didn’t know that China has about 3 times the number of internet users at 904M in comparison to US’s almost 300 million (298M). Can you provide us a snapshot on how the Chinese Internet is now compared with respect to the US? Who are now the key players within the Chinese tech ecosystem, as we notice that Baidu has dropped down to number 11?  Trend #1: Impact of COVID-19 to China Tech Sector What is the impact of COVID-19 on China’s tech sector?  How did the Ministry of Industry & Information Technology in China respond to COVID-19 pandemic? with plans along the 5 themes: building a strong infrastructure network, applying digital technology in all sectors, enhancing data security, strengthening tech innovation and optimizing broader industry development? Trend #2: China Accelerated Self-Reliance on Tech With the ongoing tension escalating between the US and China, how is China doing on the path of becoming technologically self-reliant? What are some of China’s major challenges? What is the impact of this move to self-reliance for Huawei and other Chinese companies? Where are the competencies that Chinese tech firms will need to develop to bridge the gap between them and the US? Trend #3: The year of mass adoption for 5G Is this the year for mass adoption for 5G? What will be the impact of 5G for Chinese tech in the next two to three years? Trend #4: Live Streaming's 3rd Phase in China What are the 3 phases of livestream in China and what’s after the 3rd phase? Trend #5: China companies listing back at home (Hong Kong and Shanghai) We are seeing a lot of Chinese companies looking to list in HK or Shanghai. Do you see this a part of the great trend due to the tensions between the US and China?  At the same time, we see accounting scandals for example, Luckin Coffee and TAL education and this leads to more scrutiny to Chinese companies, do you think that more and more chinese companies will delist from the US and move back to China? What topics are covered in the pro-report as compared from the free report? Closing How do our audience find you? Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced

    • 43 min
    Gojek vs Grab in Southeast Asia 2020 Edition with Jon Russell

    Gojek vs Grab in Southeast Asia 2020 Edition with Jon Russell

    In episode 329, Jon Russell, editor of The Ken Southeast Asia, joined us in a conversation to discuss the continuing epic rivalry between Gojek and Grab in the era of COVID-19 pandemic. Starting from the perspective of Gojek, we discuss the impact and changes made after the founder's departure and how they are re-organizing to tackle Grab's onslaught in Indonesia and expanding out to other parts of Southeast Asia from Indonesia. With new investments from US tech giants, Facebook and Paypal, we discuss how Gojek is shaping itself to be a worthy rival against Grab backed by SoftBank and Alibaba in Southeast Asia. Last but not least, Jon discuss why the media streaming giants of Southeast Asia, HOOQ & iFlix failed to take on Netflix and the key takeaways for unicorn start-ups in the era of COVID-19 pandemic.

    Here are the interesting show notes and links to the discussion:
    Jon Russell (@jonrussell, LinkedIn, Newsletter, Personal Site, The Ken Profile) Since we have last spoken, you have moved out of TechCrunch and now joined The Ken. Can you talk about The Ken and what is your new role there? Grab vs Gojek in 2020 Let’s start from Gojek, a lot of things have happened. Their founder and former CEO, Nadiem Makarim has left the company and become a Minister of Education & Culture under President Jokowi’s cabinet in Indonesia. What’s the impact on Gojek after his departure? (Ref: Up for Grab? Gojek after Nadiem Makarim) They have started the expansion to Southeast Asia last year but it has not grown very well. (Ref: Gojek’s stunted SE Asia expansion story), can you talk about their challenges in expanding out of Indonesia while dealing with Grab who is competing in their backyard? That being said, they have been doing well on the fundraising front: Gojek has been invested by Facebook and Paypal (Source: CNBC).  What are the implications to Gojek as Google, Paypal and Facebook are lining up against Grab? (Ref: Facebook, PayPal’s payments play a super app-ortunity for Gojek) The US tech giants are in Indonesia just as the Chinese tech giants, for example, Meituan-Dianping which is a super app entering the market. What can Gojek and Grab learn from Meituan-Dianping? (Ref: The Gojek-Grab SE Asia super app battle with a Meituan twist) What is the impact of COVID-19 on Grab and Gojek? Both Gojek and Grab have done layoffs in the past month. How do you look at the approaches from both companies? (Grab CEO’s memo, Gojek’s layoffs) SoftBank has been taking a hit from Wework and Oyo. What is the downstream impact to Grab based on the current troubles in the Vision Fund? Is the race to dominate Southeast Asia going down to whether Grab or Gojek wins Indonesia and not the other countries (Vietnam, Thailand, Philippines and Malaysia, Singapore)?  What will the key battleground for Grab and Gojek in the coming 2021?  Impact of COVID-19 to Southeast Asia  You have written a lot of media streaming companies similar to Netflix, for example HOOQ from Singapore and iFlix from Malaysia. The COVID-19 pandemic have led to HOOQ being shut down and iFlix being acquired from Tencent. What are the key learnings from HOOQ’s downfall and iFlix’s acquisition?  What are the key takeaways from the COVID pandemic for Southeast Asia? (Ref: 7 takeaways from Covid-time digital winners and losers in Southeast Asia) Closing Can you recommend a book or movie or podcast or anything which recently made an impact to your work and personal life? Jon's recommendation: Sarah Frier, "No Filter: The Inside Story of Instagram" How do my audience find you?  Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Y

    • 42 min
    Pinduoduo on Social Ecommerce & Agriculture with Xinyi Lim

    Pinduoduo on Social Ecommerce & Agriculture with Xinyi Lim

    In episode 328, Lim Xinyi, senior director for corporate development from Pinduoduo, joined us to discuss the social ecommerce company and its impact on agriculture. Starting from the conversation, Xinyi shared her background and how she came to discover and eventually join Pinduoduo. She discuss Pinduoduo's current mission and vision and how the company pioneered social ecommerce in China. Last but not least she shared Pinduoduo's contributions to the agriculture sector in China and how they are helping farmers to get their agricultural produce to the consumers during the ongoing COVID-19 pandemic.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Lim Xinyi (LinkedIn), Senior Director, Corporate Development at Pinduoduo (@PinduoduoInc, LinkedIn, Medium) How did you start your career? In your career journey, what are the interesting career lessons you can share with our audience. Pinduoduo’s Social E-Commerce Model and its impact in agriculture  Can you briefly introduce us to your company Pinduoduo in China and its mission and vision?  How do you explain Pinduoduo as a social e-commerce company to the audience out there?  Before Pinduoduo came into the scene in 2015, the ecommerce industry led by Alibaba and Jingdong (JD) generated a combined revenue of $433B gross merchandise value (GMV), and within 5 years, it skyrocketed from a startup to 57B company with buying base of 585M generating $144B of GMV (reference from Pinduoduo & the rise of Social E-Commerce by YCombinator) and by 2020, it’s the 2nd largest ecommerce platform in China behind Alibaba. Can you talk about how Pinduoduo pioneered the concept of social shopping in China? What are the features of social shopping that have been introduced by Pinduoduo? (For example, 1/ creating community via team purchase, 2/ Daily Check ins, 3/ Price Chop, 4/ Card program, 5/ mini games and 6/ personalized recommendations referenced in the YC article) What are the misconceptions from the Western world which Pinduoduo has been mis-understood as a company? How does Pinduoduo contribute to the agriculture sector in China? (See reference by Parmesh Shah from World Bank) Why is Pinduoduo well-suited to help farmers and digitize agriculture? What are the benefits for the farmers in China?  How does Duo Duo Farms help to alleviate poverty and create a sustainable future via the team purchase feature in Pinduoduo? Can you elaborate about the Duo Duo Farm project in Yunnan and what are the key learnings there? Given the current COVID-19 pandemic, what have been Pinduoduo’s response to the situation and what you have done to help the farmers to tide over this tough period? What are the key trends you see in the future of social commerce and does this extend beyond agriculture for Pinduoduo? Closing Can you recommend anything (a book, movie or article) which has inspired you recently? Xinyi's recommendations: understanding the Black Lives Matter movement in the United States. How do our audience find you? Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · Pinduoduo on Social Ecommerce & Agriculture with Xinyi Lim

    • 51 min
    Samsung Rising Part Two with Geoffrey Cain

    Samsung Rising Part Two with Geoffrey Cain

    In episode 327, Geoffrey Cain, author of "Samsung Rising" joins us in a two parts conversation on his journey across Asia as a journalist and author and discuss the backstory of his new book behind the Samsung Group and how it rise to be the most powerful Chaebol (large family-owned business conglomerate) in Korea. In the second part of the conversation, Geoffrey discuss Samsung's complicated relationship with Apple as both a supplier and competitor and how their arrogance and hierarchical culture led to the Samsung Galaxy Note 7 fiasco. He reveals why he did not include the story of Lee Boo-jin, the daughter of Lee Kun Hee who is often tapped as a potential successor to the Samsung Group and why it is unlikely that there will be a female leader to helm the Samsung Group. Last but not least, Geoffrey offered his perspectives on how Samsung is responsible for exporting culture out of Korea to the rest of the world, particularly the movie Parasite and his thoughts on whether there is a future for another Samsung-like Group emerging in another market out there. 
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Geoffrey Cain, author of “Samsung Rising”, and also regular commentator on The Wall Street Journal (WSJ), Time & The New Republic and former correspondent in The Economist (Website, @geoffrey_cain, LinkedIn) Samsung Rising (Random House, Amazon, Apple Books) [0:30] What are your perspectives on Samsung’s dual relationship with Apple, as a supplier of solid state drives and OLED screens for the iPhone while competing with their flagship phones, the Galaxy series phones? [0:34] Samsung Galaxy note 7 fiasco is well covered in the press. In your view in covering that story, what lessons have Samsung learned from that disaster that almost ended their smartphone dominance? [3:56] What are the fundamental flaws that are in Samsung that are not functioning in today's world? [8:06] The battles within the Lee family for the succession to Samsung's empire. [11:28] Comments on Lee Boo-jin, the sister of Jay Lee as a potential successor to the Samsung Group, and why it is not included in the book "Samsung Rising" Samsung's family connection with the Oscar best movie in 2020 "Parasite" [22:24] Do you think that the success that Samsung has attained after 80 years of work can be replicated in other countries today?  [27:40] Closing Do you have any recommendation of a book, movie, podcast or anything which have inspired you recently? [32:25] Geoffrey's recommendations: Joe Studwell "How Asia Works", James Fallows "China Airborne". Where do our audience find you? [33:45] Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · Samsung Rising Part Two with Geoffrey Cain

    • 34 min

Customer Reviews

4.7 out of 5
20 Ratings

20 Ratings

gtsp1257 ,

Amazing content

Great breadth of guests and content. Learnt a lot from this series!

briefasia ,

Love the content but

Can barely hear the new host... sounds like falling asleep...?

MCKapur ,

Interesting analysis that gave me insight

Good genuine podcast that I enjoyed listening to on the bus.. I am a developer in Asia so it suited me well, but I also felt that the analysis was quite insightful, helped me to educate myself on different topics in tech. Great job!!!!

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