339 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

    • Entrepreneurship
    • 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.

    The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis

    The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis

    In episode 335, Stephanie Davis, Vice President of Google Southeast Asia, joined us in a discussion on the latest e-Conomy Southeast Asia (SEA) report and dissect the latest digital trends and discuss how the different industries are moving under the impact of the COVID-19 pandemic. Stephanie started on the key themes, takeaways and intended audience for the report and broke down the key verticals which have benefitted during the COVID-19 pandemic and which industries have faced the strongest headwinds, for example travel. Last but not least, Stephanie offered an optimistic outlook to what 2021 will look life given the uncertainty ahead.
    Here are the interesting show notes and links to the discussion:
    Stephanie Davis, Vice President, Google Southeast Asia (LinkedIn) What is your current role and responsibility in Google?  How did you start your career and end up in Singapore? In your career journey, what are the key learnings you can share with our audience here? e-Conomy Southeast Asia (SEA) 2020 by Google, Temasek and Bain & Company This is the 5th year of the e-Conomy report, and it is assembled by Google, Temasek (Singapore’s sovereign wealth fund and a key investor to many startup unicorns from China to Silicon Valley) and Bain & Co (one of the well-known consulting firms). To start the conversation, what are the key themes from the e-Conomy 2020 report this year? Who are the intended audience of the 2020 report? Southeast Asia has often been touted as the next geographical region after China and India. In 2020, the COVID-19 pandemic has dominated the headlines of every nation in the world, and has acted as a catalyst to digital growth & transformation. How has COVID-19 pushed the population of Southeast Asia to come online or accelerated this process, and where is this new growth coming from? What are the three key verticals which have benefited from the COVID-19 pandemic?  Given that most of the world is still caught in a lockdown, you’re probably WFH as well, what is both the quantity and quality for digital engagement of users in the Southeast Asia region? Has the economic growth in Southeast Asia slowed down? Which countries within Southeast Asia have shown growth and which ones have slowed down? Can you talk about how ecommerce has thrived this year and what kind of headwinds do you see in the coming year?  As more people go digital in the years to come, we see that fintech, entertainment and gaming will continue to grow, where do you see the behaviour and activity of different stakeholders such as consumers, businesses, and regulators within this ecosystem? One of the sectors that is gravely affected this year is, of course, the travel industry. Where do you see the signs of recovery?  The Chinese word for crisis consists of 2 characters that mean danger and opportunity, and as Einstein has once said, “In the midst of every opportunity, lies great opportunity.” So what are the two verticals that have emerged this year?  Temasek is a co-publisher of the report, they’re Singapore’s sovereign wealth fund and a key investor of many startups from China to Silicon Valley, so how do you see the startup space evolving with regards to deal activity, diversification of portfolios by investors from private equity to venture capital?  What is the outlook for businesses in the year ahead? Should we be optimistic given that the pandemic has both accelerated digital transformation but also shut down many businesses at the same time? Closing Do you have any recommendations (for example, books, podcasts, videos or articles) which you can recommend to our audience? Stephanie's recommendations: Podcasts 1/ Mental Health, Disability and the Invisible 9%, 2/ How Authority and Decision Making differs across Cultures, 3/ Transgender Inclusion; Books: How to be an anti-racist by Ibram X. Kendi How do my

    • 45 min
    Attention Factory: The Story of Tik Tok & China’s ByteDance with Matthew Brennan

    Attention Factory: The Story of Tik Tok & China’s ByteDance with Matthew Brennan

    In episode 334, Matthew Brennan returned to discuss his new book "Attention Factory: The Story of Tik Tok & China's ByteDance". Matthew began with the inspiration and the key themes behind the first English book specifically focused on ByteDance, observing the rise of the company. He discuss the backstory of Zhang Yiming, founder of ByteDance and how he learned from his past experiences to build Toutiao first before embarking on Douyin that eventually led to Tik Tok. Last but not least, Matthew debunked the common misconceptions on Tik Tok and ByteDance, explained how their business models work and offered a glimpse to the challenges ahead for the company in the near future.

    Here are the interesting show notes and links to the discussion:
    Matthew Brennan, Co-founder of China Channel and author of “ (chinachannel.co, @mbrennanchina , Linkedin, Wechat:Yowdy-CQ) As the highest recurring guest on the podcast, it’s great to welcome you back. First question: what have you been up to since our last conversation? “Attention Factory - The Story of Tik Tok and China’s ByteDance” by Matthew Brennan What is the inspiration behind writing this book? What are the key themes for this book? Who are the major audiences that you want to target in this book? Tik Tok and ByteDance are often characterized by Western commentators and media as a threat to Facebook, Twitter and even to the US government itself. What are the key misconceptions about Tik Tok and ByteDance?  Probably this is the first book which dives in depth into the background of Zhang Yiming, the founder of Bytedance, and the surprise is that he used to work for China’s twitter clone, Fanfou (started by Wang Xing, now founder and CEO of Meituan-Dianping) and was shut down by the authorities. Can you elaborate more on his background and his stint as a CEO with another startup called 99Fang before coming to ByteDance? What has 99Fang taught Zhang Yiming in the process? After he resigned from 99Fang, he started ByteDance and it was not with Tik Tok that he started his foray. He did Toutiao, can you talk about the design concepts and what Toutiao taught the ByteDance team? One can think of the success of Tik Tok in three stages: Douyin in China, acquisition of Musical.ly and then expanding globally across the decade of 2010 to 2020. Let’s start with Douyin first, how did the app cross the chasm to drive users? Tencent has tried to challenge Douyin on the homeground with Weishi, what did they get wrong and why have they failed to challenge Tik Tok?  What are the key business models for Tik Tok and Douyin from ByteDance? How does the app bring revenues to the company? How are the apps localized or globalized to ensure a better user experience?  There are different ways to look at Tik Tok. One interesting insight was from Eugene Wei’s recent article “Tik Tok and the Sorting Hat”, where Tik Tok does not need the social graph but rather rely on the recommendation engine algorithm to push the interests of the user, which makes Tik Tok a more direct competitor to Youtube. What are your thoughts on how one should think of Tik Tok as a mobile app or social network or video network? Probably, we should talk about what happened to Tik Tok in the US this year. They have hired Kevin Mayer, former head of Disney+ and then Donald Trump threatened to shut them down, and first there was supposed to be an acquisition from Microsoft, but ended up with Oracle and Walmart clinching a partnership deal. Can you share your thoughts on what happened and where this is likely to go before & after the US elections? What are the key challenges you see for ByteDance in the coming year? Closing Do you have any recommendations that have recently inspired you? Where can our audience find you and your new book “Attention Factory”? Podcast Information:
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    • 50 min
    Tech Giants, Secondary Exits & Kopi Kenangan in Indonesia with Nadine Freischlad

    Tech Giants, Secondary Exits & Kopi Kenangan in Indonesia with Nadine Freischlad

    In Episode 333, Nadine Freischlad, writer from The Ken, joined us in a conversation on the influence of both US and Chinese tech giants in the third most important market in Asia Pacific: Indonesia, the secondary exits spanned by venture capitalists and founders in Southeast Asia and the story of Kopi Kenangan in Indonesia. We began the story with Nadine's journey from startups to The Ken, and why Indonesia is an interesting and hot market after India and China. We discuss the influence of tech giants from US and China in Indonesia and how Google has fired the first salvo with bringing their cloud platform in Jakarta. Following on, Nadine explained why venture capitalists in Southeast Asia are exiting in secondary markets. Last but not least, she discuss why Kopi Kenangan in Indonesia will not follow in the footsteps of Luckin Coffee.
    Here are the interesting show notes and links to the discussion:
    Nadine Freischlad, Writer, The Ken (@nfreischlad, LinkedIn, The Ken Profile, newsletter) How did you start your career?  What brought you to Asia and eventually to write for The Ken?  Why are you in Indonesia and why is Indonesia the most interesting market in Southeast Asia? Influence of US & China Tech Giants in Indonesia Reference: “Google’s Kormo, AI Hurdles & Indonesia’s job recruitment nightmare”, “Google fires first volley in Indonesia’s cloud wars” and “Facebook, Paypal’s payments play a super app-ortunity for Gojek” Can you describe how the US tech giants, for example, Google, Facebook and Paypal,  have built their influence in Indonesia?  Google has recently launched a job recruitment site called Kormo in Indonesia, can you explain why that came about and what Google wants to achieve out of Kormo? In terms of cloud infrastructure, Google is the first to enter the market before Amazon and Microsoft, does it hurt local hosting providers?  Facebook and Paypal have invested in Gojek (along with Google and Tencent), how does that supercharge Gojek’s ambitions to be a super app in their war against Grab? While the US tech giants have invested into Indonesia’s top unicorns, what are the Chinese tech giants doing in Indonesia? Given the recent pushback from India and US on Tik Tok, will the Indonesian government follow suit with the influence of chinese apps in Indonesia?  Secondary market for Southeast Asia startups Reference: Southeast Asia’s startups surf a secondary wave Given the number of exits from startups are few and far between in Southeast Asia, how are investors justifying their returns to the LPs (limited partners)? We do not see a lot of IPOs in Southeast Asia. Can you talk about how VCs managed to generate liquidity by secondary shares sales and elaborate how the secondary share sales work? Are there platforms where the secondary shares sales can be transacted between investors, employees and founders of the startup?  Are there sources of friction generated between founders of startups & their investors (VCs, PE firms) on the secondary sales shares given that it will disrupt the capitalization table (or cap table in short) of the company? Do you see secondary shares sales as an important mechanism for VCs and PE firms to generate liquidity? Is this similar to how Silicon Valley VCs and angel investors sold their shares to SoftBank two years back?   Kopi Kenangan in Indonesia Reference: “Kopi Kenangan wants to walk in Luckin’s path, not in its shoes” Can you briefly describe the company Kopi Kenangan in Indonesia?  Indonesia is a coffee country most well known for the javanese coffee beans, how is the coffee culture in Indonesia and how does it help Kopi Kenangan to reach its customers? How has Kopi Kenangan as a business scaled up in the recent year for example, their number of retail outlets and customer reach? Are they having any

    • 33 min
    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

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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