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Analyse Asia with Bernard Leong

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Singapore

Twitter:

@analyseasia

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English

Contact:

6597482320


Episodes

Episode 261: Foxconn and TSMC in 2018 with Tim Culpan

8/17/2018
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Tim Culpan from Bloomberg joined us in a conversation on the two technology giants from Taiwan: Foxconn and TSMC and how they have evolved for the past three years since 2015. First, Tim started the discussion with Foxconn and the major milestones in the past three years from the acquisition of Sharp to the recent listing of FIH Mobile and Foxconn's efforts on automation and robotics in manufacturing. Next, Tim discussed the recent leadership transition in TSMC and where they are heading in...

Duration:00:38:50

Episode 260: Pinduoduo & their upcoming IPO in China with Matthew Brennan

8/9/2018
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Matthew Brennan, co-founder of China Channel and host of China Tech Talk, joined us to discuss Pinduoduo, the three year old social ecommerce company backed by Tencent slated for an IPO this year. We discussed the origins of Pinduoduo and why they labelled themselves as the amalgamation of Costco and Disney, their products and services on the mobile app and the business model that powered their rise. We also discussed the backers of the company together with the upcoming IPO of Pinduoduo in...

Duration:00:23:51

Episode 259: Xiaomi IPO with Tim Culpan

8/2/2018
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Tim Culpan, columnist at Bloomberg joined us to discuss the recent Xiaomi IPO and what it means for Chinese technology companies going public. Tim offered his analyses on Xiaomi and break down their media narrative versus what they are really are and where their core businesses and revenue models are structured. Last but not least, Tim discussed how the Chinese companies such as Xiaomi, Baidu and Alibaba might move with the Chinese government's scheme of Chinese depositary receipts (CDRs).

Duration:00:34:10

Episode 258: Meituan Dianping with Liza Lin

7/28/2018
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Liza Lin from Wall Street Journal joined us to discuss one of the upstart Internet giants from China: Meituan Dianping with their upcoming IPO and described her recent interview with their charismatic founder, Wang Xin and where the company is heading. We discussed the backstory of the company, Meituan till its merger with Dianping, their focus as the "Amazon of Services" in China, their recent foray into ride-hailing taking on Didi and their shifting alliances from Alibaba to Tencent.

Duration:00:30:42

Episode 257: The ZTE debacle with Rui Ma

7/22/2018
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Rui Ma, founder of Transformative Technology Academy and host of TechBuzz China podcast joined us in a discussion on the recent crisis of the Chinese technology company, ZTE and its implications on the ongoing trade war between US and China. We discussed the major lessons learnt by the Chinese companies from the ZTE fallout in a time where Chinese technology companies are now in the midst of challenging Silicon Valley for dominance in technology and regional expansion across Asia Pacific.

Duration:00:29:40

Episode 256: WeWork in Southeast Asia with Turochas Fuad

7/14/2018
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Turochas "T" Fuad, managing director of WeWork, Southeast Asia joined us for a conversation on his journey as a serial entrepreneur and his current role to expand WeWork across Southeast Asia. We started from his early career with Yahoo! and Skype and subsequently with the acquisition of Spacemob to WeWork. We discussed WeWork, their products and services offered to different customers from startups to multi-national corporations and their geographical expansion across Southeast Asia. Last...

Duration:00:27:50

Episode 255: Advertising and Video Landscape in Asia Pacific with Greg Armshaw

7/8/2018
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Greg Armshaw, head of sales from Brightcove Asia joined us to discuss the advertising and video landscape across Asia Pacific. We discussed his current work and role in Brightcove within the region and his thoughts on how the digital in Asia Pacific is shifting against US and Europe. Last but not least, he discussed his thoughts on how Facebook and Tencent will contest Southeast Asia and how the outcome will be decided.

Duration:00:37:19

Episode 254: Google I/O and Apple WWDC 2018 with Ben Bajarin

7/1/2018
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Ben Bajarin from Creative Strategies joined us in a conversation to discuss what happened in the recent Google I/O and Apple WWDC 2018 and its implications on the development of artificial intelligence, voice assistants and the separation of state between tablets and personal computers. We also discussed the recent happenings in Intel and his brief thoughts on the semiconductor industry in Asia.

Duration:00:38:54

Episode 253: Why Blockchain is hot again in China with John Artman

6/8/2018
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John Artman, editor in chief from Technode and host of China Tech Talk joined us to discuss why blockchain is now hot again in China despite the ban on ICOs and cryptocurrency exchanges. We discussed the Chinese government's recent enthusiasm in promoting development of blockchain technologies, and the major applications that will emerge. Last but not least, we discuss how China's development in blockchain might spur Chinese technology companies to go global.

Duration:00:27:48

Episode 252: Why the Broadcom and Qualcomm deal fell apart with Chirayu Wadke

5/26/2018
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Chirayu Wadke, partner from Seedplus joined us in a two part conversation to discuss the most important trends in smartphone, internet of things (IoT) and mobility landscape and why the recent Broadcom acquisition of Qualcomm failed. In the second part, we discussed why the recent Broadcom and Qualcomm deal fell apart and its implications to Asia Pacific companies making acquisitions in the US market.

Duration:00:14:29

Episode 251: Smartphone, IoT & Mobility Landscape with Chirayu Wadke

5/20/2018
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Chirayu Wadke, partner from Seedplus joined us in a two part conversation to discuss the most important trends in smartphone, internet of things (IoT) and mobility landscape and why the recent Broadcom acquisition of Qualcomm failed. In the first part, we discussed his current role and coverage as a venture capitalist with Seedplus and his central investment thesis and branched into a deeper conversation on smartphone, IoT and mobility (autonomous vehicles) landscape and how it shifts the...

Duration:00:28:02

Episode 250: China Tech Giants' Acquisitions & Its Impact to Asia with Jon Russell

5/13/2018
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Jon Russell, from TechCrunch joined us in a two episode arc to discuss the major acquisitions that are shaking the Asia landscape from Southeast Asia to China. In the second part of our conversation, we discussed the recent major acquisitions by China technology giants in China. From the acquisition of Mobike by Meituan-Dianping to Ele.me by Alibaba Group, we evaluate their impact to Southeast Asia and India and examine why Amazon is not likely to buy Flipkart in India.

Duration:00:17:52

Episode 249: Grab acquires Uber Southeast Asia with Jon Russell

4/29/2018
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Jon Russell, from TechCrunch joined us in a two episode arc to discuss the major acquisitions that are shaking the Asia landscape from Southeast Asia to China. In the first part of our conversation, we discussed the recent acquisition of Uber Southeast Asia by Grab and its impact to the different stakeholders from investors, employees, consumers and governments. We also explore how their competitors Go-Jek and Ola are affected within the Asian landscape.

Duration:00:25:23

Episode 248: The State of Low Power Wide Area Networks in Asia 2018 with Charles Anderson

4/22/2018
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Charles Anderson from Charles Reed Anderson and Associates, joined us in a two part conversation discussing the global state of IoT and the evolution of low power wide area networks (LPWANs) in Asia. In the second part, we discusse the state of low power wide area networks and the path for the three major vendors: NB-IoT, LoRA and SigFox across Asia Pacific and how the different telco players are leveraging them to enable IoT for different use cases.

Duration:00:22:12

Episode 247: Why IoT initiatives fail with Charles Anderson

4/15/2018
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Charles Anderson from Charles Reed Anderson and Associates, joined us in a two part conversation discussing the global state of IoT and the evolution of low power wide area networks (LPWANs) in Asia. In the first part, we discussed why most IoT initiatives fail and how many companies can avert the points of failure in their digital transformation programs. Last but not least, Charles discussed the interesting case of Taipei's smart city initiative and what they have gotten right in their...

Duration:00:20:40

Episode 246: A Conversation on Technology with Andreas Ehn

4/8/2018
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Andreas Ehn, current partner of Approach and former CTO of Spotify, joined us in a conversation on technology and where we are heading in four major areas: artificial intelligence (AI), blockchain and cryptocurrency, autonomous vehicles and virtual & augmented reality.

Duration:00:41:41

Episode 245: Intelligent Island with Ramakrishna Purushotaman

4/1/2018
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Ramakrishna Purushotaman, deputy CEO of CIO Academy Asia joined us in a conversation to discuss his new book "Intelligent Island" which he co-authored with Grace Chng, that chronicled the history of information technology development & how it spurred the economy of Singapore from early government efforts. We discussed the major themes, the lessons learnt and what the future of technology industry lies ahead for Singapore will be in the next decade to come.

Duration:00:27:41

Episode 244: What Mike Moritz got wrong about China Startup Ecosystem with Benjamin Joffe

3/29/2018
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Benjamin Joffe, partner of HAX from SOS Ventures joined us in a conversation about the evolution of their hardware startup accelerator and discuss what Mike Moritz from Sequoia Capital got wrong and right about China's technology startup ecosystem. We discussed the intention of Moritz's article to Silicon Valley and how the Chinese startups will pose a challenge to them globally.

Duration:00:27:29

Episode 243: From Huawei's US entry to Wechat's Future with Juro Osawa

3/25/2018
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Juro Osawa, reporter at The Information joined us in a conversation to discuss the recent challenges faced by China's technology giants, Huawei and Tencent. We discussed why Huawei's deal with AT&T in the US had fallen apart and its implications to other foreign companies trying to enter the US market. At the same time, we discussed the recent turmoil within Tencent on the future of Wechat.

Duration:00:28:25

Episode 242: Cisco and Software & Network Transformation in Asia Pacific with Brink Sanders

3/18/2018
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Brink Sanders joined us in an interesting conversation on the footprint of Cisco across Asia Pacific and his perspectives on software & network transformation across Pacific. We discussed Cisco's coverage across Asia Pacific with their products and services and how they are helping to transform the landscape of Asia with their network technologies. Brink also shared his thoughts on the challenges of companies in Asia undergoing digital transformation and discussed the upcoming technologies...

Duration:00:39:56