Low Level Barbarians (LLB) podcast

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Escaping Russia for Hollywood Ambitions | E:55 1:26:07

24 weeks 전1:26:07

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1:26:07

Support the pod! https://buymeacoffee.com/lowlevelbarbarians Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Kicking off 2025 with something different. We sit down with Anna and Leo, two fearless indie filmmakers who left Russia to pursue free expression, true art, and their Hollywood dreams. Their journey is anything but ordinary, and they’re carving an uncharted path to greatness. Check out Anna and Leo's Channel: https://www.youtube.com/@motionandsounds Lets Connect! * https://www.linkedin.com/in/annakadykova/ * https://www.linkedin.com/in/leonid-shmelkov-82932ba0/ Raw Transcript: https://share.descript.com/view/JOgWqPbOVSE 00:00 Escaping Russia for Hollywood Dreams 01:12 Anna 04:36 Leo 07:19 Censorship in Russia 14:26 Getting Stuck in Sri Lanka 15:44 Countries With Big Independent Film Industries 19:29 Challenges Of Feature Film Funded by Russian Government 22:05 How Western People Perceive the War With Ukraine 24:53 Insider Insights On the War of Ukraine 27:56 What Would You Be Willing to Die For 28:40 Dying & Being Forgotten vs Being Remembered 32:37 Breaking Into the Film Industry 34:44 Contrarian Approach 37:28 Finding Authenticity In Your Own Voice 43:22 Forget the World Chaos By Surfing 45:29 Leaving the Sri Lankan Village 52:11 Re-doing the feature film 01:02:57 Most Ambitious Project 01:03:49 Blind Trust In Selling A Script 01:12:59 Balancing Art vs Commercial 01:14:19 Beginner's Mindset 01:15:46 Crisis As A Possibility & Thinking Big 01:23:13 Defining The Partnership…

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Capybaras, Chaos, and Class Warfare: 2024's Zeitgeist | E:54 1:08:13

24 weeks 전1:08:13

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리스트

1:08:13

Support the pod! https://buymeacoffee.com/lowlevelbarbarians Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ The final LLB episode of 2024 with Dave, Alex and Jianggan. Jianggan just got back from his 8th China trip of the year and updates us on what is happening in China. We cover the attitude of the youth in China currently, SEA vs Chia logistics, and some thoughts around the impact of the new US administration coming in. We close out with some thoughts that characterized 2024 and some takes for 2025. Lets Connect! * https://www.linkedin.com/in/davidqchang/ * https://www.linkedin.com/in/jianggan/ Raw Transcript: https://share.descript.com/view/F4EYjIonWBB Chapters: 00:00 Intro 00:45 Updates From Shanghai/China 03:39 Current Attitudes of the Youths in China Right Now 05:46 Interest Rates in China 06:38 Logistics in China vs Southeast Asia Development 23:15 China in 2025 28:17 Takes on Trump & uncertanity going into 2025 30:44 Art Of The Deal - Anchoring 36:05 Joe Biden pardons 39:09 United Health Care CEO Assassination 46:50 How Would you Characters 2024 58:59 Contrarian Takes for 2025…

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Pitch Deck Breakdown - MIEA Health | E:53 1:24:12

24 weeks 전1:24:12

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리스트

1:24:12

Support the pod! https://buymeacoffee.com/lowlevelbarbarians Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ This is the first time I ever met Whei Chern & Dmitry. We barely exchanged maybe more than 2-3 messages before this episode. In this episode I do real time feedback of seeing this deck and meeting the the founders of MIEA health for the first time. Lets Connect! * https://www.linkedin.com/in/dmitriy-chekin/ * https://www.linkedin.com/in/whei-chern-ho-8015a235/ Raw Transcript: https://share.descript.com/view/Vho8S2YDmcw 00:00 Pitch Deck Breakdown - MIEA Health | E:53 00:18 The Premise & Context 01:26 Intro Of the Founders 01:35 Dimitry 02:43 Founding of MIEA 03:19 Original Idea of MIEA 05:06 The Hundred Year life 07:25 What MIEA Does Today 09:27 Give Me A Concise Elevator Pitch 11:53 Investor Sentiment In Southeast Asia 16:08 Founder Roles 17:04 First Feedback On Elevator Pitch 19:35 My Understanding Of The Pitch So far 20:42 Pitch Deck Review - Slide 1 24:00 Slide 2 - Purpose Slide 32:01 Slide 2 - Problem Slide 34:36 Slide 4 - Problem Slide 36:11 How Important is the USD150B Statistic 41:44 Slide 5 - Product 45:53 Why Solve THIS problem - Clarifying Original idea 48:46 General Feedback From Other Investors 50:28 Mismatch of Investor Expectations vs Stage of Venture 51:31 Slide 6 - Product Slide 51:47 Understanding Incumbent Solutions 54:02 YC Bible - Do Things That Don't Scale 57:31 Slide 7 - Market Sizing 01:03:04 Slide 8 - Competitive Analysis 01:07:11 Slide 9 - Competitive Advantage 01:11:40 Slide 10 - Go To Market 01:14:26 Slide 12 - Notable New Clients 01:15:25 Slide 13 - Team Slide 01:18:13 Learn More About the Founders 01:19:19 Founder Motivations…

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Devcon 2024 Recap| E:52 1:00:41

24 weeks 전1:00:41

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1:00:41

Support the pod! https://buymeacoffee.com/lowlevelbarbarians Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Did you miss the Devcon Conference? Maybe you just want an update of what is going on in crypto. Tune in to find what happened and what to expect for crypto going into 2025 Lets Connect! * Justin - https://www.linkedin.com/in/ahnjustin/ * Chong - https://www.linkedin.com/in/chongsiong/ Raw Transcript: https://share.descript.com/view/xCBWINyxpEB Chapters: Condense Takeaway 00:00 Intro 00:57 How Has Devcon Changed in 2024 02:58 Bangkok Hosting Devcon 04:48 Continued Eth Ecosystem Growth 06:25 Scam Phase Is A Feature Not A Bug 07:16 Solana Rise To Prominence 08:32 Meme Coins Galore 09:56 Regulation Is Key Moving Forward 11:28 Some Predictions Podcast Start 17:19 The overall VIBE of Devcon 2024 19:56 Why Bangkok This Year? 22:23 Are There Enough Developers Still? 26:08 Can't Escape Meme Coins - Where has utility gone? 27:41 Does Utility Matter Anymore 31:55 Life Cycles Of Crypto 33:42 Solana Has Embraced The Degen Narrative 35:32 Discussing Trading Volume of BTC, ETH, SOL 36:56 Centralized Exchanges Are Slowly Dying 39:25 Is the Market Topping? 41:17 Will there be a Spillover Effect From Bitcoin 42:46 Beyond The Meme Coins - Any Fundamental Changes? 51:48 The Most Exciting Thing to Come Out of Devcon 55:29 AI and Crypto C r urrency Tokens 01:00:20 Pump.Fun Craze 01:01:06 Main Events & Speakers At Devcon 01:02:57 Quidli Update 01:05:45 Looking Ahead to 2025…

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Do US politics ever really change? Post-election conspiracies' & more | E:50 1:17:26

30 weeks 전1:17:26

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1:17:26

Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Support the pod! https://buymeacoffee.com/lowlevelbarbarians Connect with us! * https://www.linkedin.com/in/jianggan/ * https://www.linkedin.com/in/davidqchang/ * https://www.linkedin.com/in/joonchan/ Jianggan drove up from Singapore to do a live episode. Dave has been right for years calling the US election, and Jianggan has been reading too much Wechat media. In this episode we unpack some of Jianggan’s conspiracy ideas (don’t take it so seriously) but in-between we discuss a lot of the fundamental issues of current US politics, the deep state, why the presidency matters and much more. Lastly! We finally pin down Joon and hear his pitch for the current business venture he is pursuing. Raw Transcript: https://share.descript.com/view/anem3Q6zxeS Chapters: Part 1 00:00 Intro 00:44 US Elections 01:27 Biden Is A Double Agent 05:01 Biden Garbage Context 05:30 Why Did Biden Call Maga People Garbage 08:19 Democratic Party Looking For A Scapegoat 11:49 Jianggan's Next Conspiracy 12:17 Is Trump A Long Term Master Strategist 14:39 The Deep State 17:57 Bureaucratic sclerosis 22:21 Why Does the Presidency Matter Then? 22:42 Institutional vs Outsiders 25:32 Why Did Trump Lose To Biden 27:12 Trump's Super Power 28:08 Difference in Campaign Strategies 35:03 Founder Mode vs CEO Mode 35:38 Jianggan's Third Conspiracy Theory 37:04 What Wil Trump Achieve 39:13 Effects Of Tariffs 44:50 On Ukraine & Gaza 47:35 Tariff Effects on Asia Part 2: Joon's New Venture 57:19 Joon's New Venture - Black Gold 59:01 what is Biochar 01:01:13 Why Not Sell The Biochar 01:02:12 Joon's Motivations 01:03:32 Business Model 01:08:38 Carbon Credits 01:09:18 Market Sizingr 01:10:47 Hurdles To Clear 01:14:02 Competitors 01:15:32 Ideal Lead Investor…

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You won't fail if you align your values | E:51 1:38:05

30 weeks 전1:38:05

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1:38:05

Dewan's First Episode: https://open.spotify.com/episode/44AcLcd870CBIikhY8hctG?si=85c2b544ceba4d63 Dewan has been involved in entrepreneurship for more than 10 years. He recently exited his first and venture as a co-founder after a 7 year grind. We recap his journey and the tough lessons he learned along the way. While the venture might been seen as a failure, the journey was invaluable. Support the pod! https://buymeacoffee.com/lowlevelbarbarians Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Raw Transcript: https://share.descript.com/view/3ByjRDGDjrb Chapters: 00:00 You Won't Fail If You Align Your Values | E:51 03:33 Vintages of Investments 10:08 Dojo KL - The Journey 10:21 Seduced by High Valuations 11:23 Red Flags 5-6 Months in 14:27 When Is Your Gut Right Or Wrong About Uncertain Opportunities (Full Body Yes) 18:16 Navigating Stakeholders When All Is Wrong 19:53 Testing for Honesty In Partnerships 25:29 Other Co-working that blew up 27:50 Pivots & Roller Coasters (1.5 years onwards) 28:50 Addressing A Failed Partnership 30:29 Pick Your Investors Carefully 32:38 How to Practically Align Values With Stakeholders 37:55 Does Co-Working Only Wwork If You Are the Landlord 42:35 Evolution of Dojo Services 45:15 Problems With New Business Model 53:05 Operating During Covid 57:29 The Straw That Broke The Camel's Back 01:08:55 Success Or Failure For Dojo 01:11:08 How It Ended 01:11:33 is there brand value in co-working? 01:12:44 Cutting Losses 01:15:34 Biggest Takeaways 01:16:42 Building For Yourself 01:17:56 When Ignoring Data Is Good 01:19:40 Biggest Takeaway 01:20:57 What Is Dewans Strongest Expertise 01:28:31 Carrying Lessons Forwardr 01:36:57 Advice To Those On The Journey…

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ALL-IN crypto - (a broad exploration in Crypto, VR, & A.I.) | E:49 2:13:08

33 weeks 전2:13:08

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2:13:08

Y.K. Goon's Previous Episode: https://open.spotify.com/episode/3LOd7lkqNME5uIqKUQidh5?si=d1ebc504f5eb41df Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Support the pod! https://buymeacoffee.com/lowlevelbarbarians Connect to Y.K.! * https://www.linkedin.com/in/ykgoon/ Another old episode from the catalogue. If you ever wondered how or why someone invest 100% of their net worth in crypto look no further. In this episode we explore how YK navigated the centralized exchange fiascos of 2023, the bottlenecks for mass adoption of crypto, some of YK's best investments and how YK avoids post exit investment regret. In part 2 we talk about the broad implications of VR and lastly we talk about how YK is using A.I. in his daily software engineering job as CTO of Kakitangan 00:00 Intro 01:24 Recap From Previous Episode 02:22 Investing In Crypto 03:50 YK's Workflow in Crypto 06:40 On FTX Fiasco 10:31 Luna Effect on YK's Portfolio 14:39 Real Yield vs Scam Yield 17:28 Old Fiat to New Fiat 20:22 What Is the Bottleneck for Mass Adoption of Crypto 24:26 Why 100% In Crypto 27:11 Weakness of Crypto Currencies 32:32 What Does Mass Adoption Mean 36:58 Diversification Strategy 38:33 Investing and Managing Risky Assets 43:50 Successful Investments 50:21 Did Livepeer Exceed Your Expectations 52:09 Post Profit Regret 54:14 Measuring Performance 56:18 How Much Value Lost From the Peak 58:41 Views On Institutional Money ON-Chain 01:03:19 What's New In Crypto 01:06:16 Thinking About Investing In Games 01:19:22 NFT's built on Bitcoin 01:22:18 Cryptocurrencies are like cities 01:25:50 YK's Excitement on VR 01:26:55 Playing VR Doom 01:27:22 Tech, Media, Reality Thesis 01:29:47 Why Is Mainstream Against the Idea of VR 01:31:32 State of VR 01:41:31 Is Our Generation More Pessimistic 01:43:51 Media Consumption Horizon 01:48:33 Today's Zeitgeist 01:51:23 Prompot Engineering 01:54:13 Using LLM's to Code Wwith Teams 01:59:02 Does TEchnical Debt Reduce wwith AI 02:06:55 Closing Thoughts on LLMs…

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Building the World's First A.I. Movie Director - E:48 1:47:59

33 weeks 전1:47:59

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1:47:59

Need help with market expansion, product market fit, growth, or fundraising? Reach out! * https://www.linkedin.com/in/alexanderle/ Support the pod! https://buymeacoffee.com/lowlevelbarbarians Connect to Max! * https://www.linkedin.com/in/max-maze-8294366b/ This was filmed back in mid-2023. Max is a film director and writer who also has the technical expertise to build neural networks and work in AI. He possesses a rare combination of technical and artistic abilities, which he's using to create the world's first AI movie director. Although this footage is over a year old, much of what Max discusses remains timeless and relevant today 00:00 Introduction THOUGHTS FROM MAX 02:09 Perfectionism & Capitalism 08:03 Balancing Personal Brand vs Personal Expression 14:36 Structures & Constraints On Creativity VSTORY 15:52 VSTORY Elevator Pitch 17:58 Inspiration For VSTORY 25:43 Building An AI Director 28:12 Stakeholders in Media Production - Problem Focus 32:29 Tying the Thesis Together 34:06 Benefit for Studios 35:14 Market Sizing 37:28 Quality vs Making Money 43:41 VSTORY's Positioning 46:44 Defensibility of VSTORY 53:17 People Behind VSTORY 01:00:34 Cap Table 01:06:43 Tech vs Business Aspects 01:10:00 VSTORY Traction & MVP 01:19:06 What is VSTORY fundraising For THOUGHTS ON AI 01:21:20 Thoughts around AI 01:25:10 Most Important Thing About AI Today 01:35:24 Detour Ukraine and Ideas of Belief to Choose 01:40:04 Is The Future Dystopian or Utopian? 01:44:32 Biggest Misunderstanding About AI…

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Tech & Trust in a $14 Trillion Industry | part 1 | - E:47 57:45

33 weeks 전57:45

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57:45

Need help with market expansion, product market fit, growth, or fundraising? Reach out! https://www.linkedin.com/in/alexanderle/ Support the pod! https://buymeacoffee.com/lowlevelbarbarians Lets Connect! * https://www.linkedin.com/in/norhakim-sanwan/ Sitting down with Hakim, CEO and Co-founder of Mascon Technologies, to dive deep into the $14 trillion maritime industry and how digital transformation is revolutionizing maritime safety and seafarer operations. Hakim shares his journey from being a seafarer himself to solving real-world problems with cutting-edge tech, helping to increase safety, trust, and operational efficiency. Discover how the lack of verification in traditional methods has caused significant economic losses and why Mascon's solutions are poised to disrupt the space. Chapters: 00:00 Intro 01:19 Elevator Pitch 03:09 Value Aspect Of Safety Marine Economy 06:31 Lack Of Safety Equals Huge Economic Loss 09:11 Market Sizing of Maritime Industry 10:49 Breaking Down The Value Chain 18:47 Ship Man Power Organization 21:41 Competition in Maritime Tech Space 28:45 Best Innovations in the Maritime Industry 32:27 Contrarian Views In Maritime Industry 38:22 Views On Port Congestion 44:45 Labor Shortages 49:50 Tackling Certification 51:34 Mascon Core Focus - Problem/Solution…

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After Billions Lost in Vertical Farming, Can Future Farms Lead a Tech-Driven Comeback? - E:46 1:11:19

36 weeks 전1:11:19

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1:11:19

Need help with market expansion, product market fit, growth, or fundraising? Reach out! https://forms.gle/PkKjvfqCUjq4MgGk6 Support the pod! https://buymeacoffee.com/lowlevelbarbarians Lets Connect! * https://www.linkedin.com/in/alexanderle/ * https://www.linkedin.com/in/shawn-ng-ff/ Vertical farming once promised to revolutionize agriculture, but with billions lost, can Future Farms revive the dream? In this video, we examine the rise and fall of vertical farming, its impact on the agriculture industry, and how Future Farms could drive the next wave of innovation. We dive deep into industry trends, lessons from past failures, and explore how investors and entrepreneurs can seize new opportunities in agriculture technology. Watch now to discover the future of farming and share your thoughts in the comments! Key Topics Covered: Vertical Farming Industry Overview (2000-2024): Understanding the rise, fall, and current state of vertical farming. Future Farms Thesis & Scalability: Can future farms scale effectively with significant investment? Product Innovation: What are the "better" products in agriculture, and how can they drive success? VC Learnings: Insights from VC-backed vertical farms that went bust and what can be learned from their mistakes. Positioning in Asia: How Future Farms is strategically positioned in Asia to leverage market opportunities. Business Strategy: Key strategies for scaling, market sizing, and optimizing resources like electricity and water. Government Mandates & Tech Innovation: The role of food security mandates and how technology innovation builds a competitive moat. Founder & Team Insights: Exploring the motivations, backgrounds, and challenges of the founding team. Chapters: 00:00 After Billions Lost in Vertical Farming, Is Future Farms the Key to a Comeback? - E:46 00:24 Future Farms Elevator Pitch 01:23 Vertical Farming Industry Overview 2000-2024 06:53 Future Farms Thesis In Vertical Farming 12:12 Can Future Farms Scale With Big Money? 13:55 What Are "Better" Products in Agriculture? 15:08 Learnings From VC Backed Farms 17:27 How is Future Farms Positioned in Asia 18:33 Low vs High Margin Strategy 21:40 Future Farms Focus vs Traditional Agriculture 23:05 Problem vs Solutions 24:18 Busine ss Strategy & Scaling 25:52 Market Sizing 26:30 Should VC Dollars Look At This Space 27:10 Future Farm Approach To Solutions 30:41 Learning From Customers 33:10 Plant Nutrients Focus 37:23 Optimizing Electricity 41:35 Optimizing On Water 42:35 Tackling Scale 47:38 Government Mandate in Food Security 48:20 Tech Innovation Focus 50:04 Developing a Moat 52:02 Founder Grit & Motivations 54:50 Team Background 57:30 Founder Conflicts -Core Guiding Principles 59:48 Growing The Team 01:06:10 Fundraising 01:09:39 Funding Allocations…

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Venture Scaling Challenges & Reflections: Insights from the Frontlines - E:45 1:12:03

36 weeks 전1:12:03

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1:12:03

Need help with market expansion, product market fit, growth, or fundraising? Reach out! https://forms.gle/PkKjvfqCUjq4MgGk6 Support the pod! https://buymeacoffee.com/lowlevelbarbarians Lets Connect! * https://www.linkedin.com/in/alexanderle/ * https://www.linkedin.com/in/jianggan/ * https://www.linkedin.com/in/cblakelarson/ This a cross collaboration with Momentum Works Recorded in Singapore! In this episode, you’ll gain rare, cross-regional insights into venture scaling across Southeast Asia, China, and the US. Blake, Alex, and Jianggan—key players during the golden age of ridesharing—share their experiences from scaling Easy Taxi in Southeast Asia and beyond. Jianggan has since become a global expert on connecting China with the rest of the world, especially Southeast Asia. Alex, one of the earliest employees of Rocket Internet during their global expansion, offers first-hand knowledge from those high-growth days. It’s rare to find expertise that spans multiple regions with such depth, offering unique perspectives on navigating diverse markets and scaling ventures across continents. This episode is a must-listen for anyone looking to understand the complexities of global expansion and entrepreneurship. 00:00 The Lonely Journey Of A Founder 01:00 Self Reflection In Venture Scaling 03:10 Challenges of Scaling and Personal Alignment 07:54 Reflections Of Cour Career Progressions 12:26 Entreprenerial Journey vs Corporate 13:47 Strategy of No Strategy - Rocket Internet 22:17 Positives of Rocket Internet 25:51 Comparing Nascent China Tech Scene vs Rocket Global Expansion 30:03 Insights from Scaling Lalamove 31:13 More Insights From Chinese Perpsective on SEA ecosystem 34:19 Challenges of Chinese International Expansion 37:36 Adapting Business Models for Different Markets 38:22 Strategic Global Expansion 43:24 Using VC Dollars to Change Consumer Behavior 45:31 Strapping Dumpsters to Rockets 47:28 Reflections on Leadership and Management Across Asia & US 54:35 Defining Values For Your Company 57:32 Scaling in America - Cultural Differences In Industries 01:00:55 Chinese Modern Business Culture 01:02:22 Building Culture In A Venture 01:09:01 Final Thoughts and Future Plans…

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should you be working HARDER!? | E:44 59:25

42 weeks 전59:25

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59:25

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why D2C FAILS at scale & learnings from Indonesia | E:43 55:30

42 weeks 전55:30

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55:30

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Tech In Asia Malaysia '24 | SEA VC Updates | Temu's Business Model - E:42 59:12

44 weeks 전59:12

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59:12

The LLBs delve into a wide range of topics including carbon capture technology, tech investment trends in Southeast Asia, updates from the Tech In Asia Malaysia 2024 event, the innovative business model of Temu, and insights on the upcoming US elections. Our hosts Dave, Jianggan, and Alexander share their thoughts and engage in lively discussions about the latest developments and future prospects. Don't miss out on this informative and engaging episode! 00:00 Intro 00:30 Joon's Biochar Start-up 01:11 Challenges in Biofuel and Biochar Businesses 02:42 Pitching and Investment Insights 04:43 Tech In Asia - Malaysia - 2024 - VC Trends In SEA 08:53 F&B - Consumer Facing Brands (Malaysia, Indonesia, Singapore) 12:57 Malaysia Only Mandated VC Funds 15:29 Indonesia Update (New Gov't, Cross Border Trade, Consumer Businesses) 20:17 Temu's Business Model and Market Impact 32:45 Global Manufacturing Shifts 33:46 China's Dominance in Clean Energy 35:25 Subsidies and Economic Policies 37:36 Operational Insights on Temu 41:12 US Political Landscape and Elections 57:05 Concluding Thoughts and Personal Anecdotes 57:23 Pre-Show Talk…

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Mastering Leadership: Key Coaching Insights from 40+ CEOs & Entrepreneurs Monthly | E:41 1:35:02

1 year 전1:35:02

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1:35:02

Mak Choong Moon is an expert business coach who coaches over 40 CEOs a month as a Vistage chair here in Malaysia. His career spans IT services, manufacturing, insurance, gaming, and property development. His family has a long rich history of doing business in Malaysia since post World War II. In this episode we cover his main job these days in coaching, and later on talk about some of his career and how it unfolded and some of his family history. This episode is from the last EOA episode. Officially all EOA type videos will be put under LLB. There will be a few throwbacks and short videos from the old content library from time to time, with more planned episodes like this. Timetamps: 0:00 Mastering Leadership: Key Coaching Insights from 40+ CEOs & Entrepreneurs Monthly | E:41 00:31 Why Do You Need A Coach? 01:38 What is Vistage? 02:19 What is a Vistage Chair? 03:52 How To Coach 40 People A Month 05:13 What Qualifies One To Coach? 06:25 Important Ratio of Listening vs Speaking 07:55 Systems and Frameworks For Coaching 11:00 Establish A Foundation and then...? 11:43 Coach and Coachee Compatibility 12:44 How to Tell If One Is Coachable Or Not - Manufacturing Trust Through Vulnerability 16:04 Coaching Before Vistage vs After Vistage 18:09 Developing A Coachable Mindset 21:06 Coaching Gen X vs Gen Y 22:20 Unexpected Lessons in Coaching 23:56 Tracking Coaching Performance 26:31 Worse Experience Coaching? 28:11 The Ultimate Ends Of Coaching? 32:02 Most Important Lessoned Learned From Coaching 32:46 Convincing Young People Without Money To Enjoy Life 33:43 The Most Common Problem Across All Clients? Ideas & Diversification 35:09 CEO major concerns for 2023 36:42 Mak's Critical Path in 2023 39:02 Wealth Preservation or Wealth Generation 39:41 Property Development in 2023 44:30 Investment Thesis for Property Development 50:05 Angel Investing In Property Development 53:29 Why is PropertyTech not Bigger in SEA 58:47 Mak's Early Career Property Development and Cowboy Private Equity 01:02:26 The Rise Of Makok 01:08:40 Masebe Group International 01:11:01 Leaving the Family Business Again - The Role of COOs 01:14:15 Lack of Talent and Professionalization of Family Business 01:19:30 The Isola @ KLLCC A Business Case 01:26:50 Malaysia In The Next 10 Years 01:29:55 Mak's Greatest Superpower? 01:31:49 Selling your Superpowers…

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Exploring Asia's Economic & Cultural Power | E:40 47:49

1 year 전47:49

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47:49

This week's podcast was a bit of an unplanned episode. Alex and Jianggan catch up and discuss the many nuances and blurred lines of a countries economic power/growth and how soft power relates. Updates not included; Dave make's his annual migration to US for a longer period of time so we are missing him and Joon has joined the Antler program in search of a new idea. Timestamps: 0:00 Exploring Asia's Economic & Cultural Power | E:40 01:53 Chinese Tech Stocks Recovering + Property Restrictions Lifted 05:29 Will Growth Come From Planning & Infrastructure Development? 08:22 Does Culture Liberalize With More Interational Connections And Trade 09:08 Gov't + Strong Entrepreneurship Needed (Tesla China Example) 11:47 Does Future China Policy Continue Like EV Policy 18:44 Do Algorithms Flaten Culture? 22:53 Shaxian Government Sponsored Food Expansion 24:01 Where Is Singaporean Culture Now 24:56 National Identities 27:49 Nation State Policy Based On Empire Asset Inheirtance 35:30 Baidu PR Head Gets Canceled Using Shorts 38:08 Personal Update For Alex…

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Understanding China & China Understanding The World - Building Cross-border Trust | E:39 34:12

1 year 전34:12

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34:12

Jianggan's finished his immersion tripe to Shenzhen and is now back in Beijing again! Alex is just back from his US trip. In this episode we explore the value of Cross-border learning between China and Southeast Asia. Jianggan shares insights in the difference of business cultures between SEA and China. What do Chinese companies want to learn from Southeast Asian companies? What to Southeast Asian companies want to learn from China. What does the cross-border business landscape look like in 10-15 years. Tune in to find out! Raw Transcript: https://share.descript.com/view/3pUj2Q8mHxK 00:00 Intro 01:27 Live - Immersion Trips to China 02:38 Chinese Business Culture 07:04 What are MCN's 07:45 What Is the Value For Doing Immersion Trips 10:37 How to Improve Cross Boarder Collaboration 12:00 Diversity of Business Cultures Within China And Outside China 15:45 Who is Competing With Who in Latin America 18:08 Building Cross Boarder Trust 19:45 What Does Cross-border Business Look Like in 10-15 years from now 27:33 Geo-politics of starting a new tech company today 31:27 Looking Ahead…

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Taylor Swift Super Stonks Singapore's GDP | E:38 50:49

1 year 전50:49

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50:49

Taylor Swift Eras tour finally winds down. Jianggan and Alex discuss the Swifty movement. Is it a cult or the greatest business empire ever? Is Taylor Swift the ultimate manifestation of capitalism or is her character genuinely representative for millions around the world? Stay tuned towards the end for business ecosystem updates from Jianggan's trip to Cambodia and Alex's vacation in Vietnam. raw transcript: https://share.descript.com/view/BqmL4KNsODO 0:00 Taylor Swift Super Stonks Singapore's GDP | E:38 00:26 Taylor Swift Concert In Singapore 05:06 Emotional Connection To Artist 06:18 Swifty Movement, Business Cult, Or Empire? 19:22 Taylor Swifts Character or Business Acumen 20:20 Singapore Bribed Taylor Swift 21:43 1975 Debacle - East vs West Culture Clash? 23:08 Censorship for Peace? = Big Appeal for Business? 28:31 Cambodia and Vietnam Updates 37:45 Jim Rogers On Cambodia 40:45 Quick Vietnam Update…

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Licensing HASBRO I.P. in Southeast Asia | E:37 18:53

1 year 전18:53

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리스트

18:53

This episode is a cut from E:31 pre-show talk. Are you curious about licensing I.P. from a big name like Hasbro? Look no further Joon dives into of aspect of the family business that focuses on building an events business while licensing big names like My Little Pony, Transformers, Monopoly, and much more. Take a peek of what it is like building an events based I.P. business in Southeast Asia. 00:00 Hasbro Licensing Events Based Business 01:06 Learnings From Running I.P. Driven Events 01:36 How Do You Work With Hasbro? 02:57 Do I.P. Branded Hotels Sell or Add Value? 05:58 Working With Hasbro + Events + IP Business Model 08:00 Process Of Running Events 09:43 Offline vs Online Businesses 10:21 Technology In Events 11:50 Marketing Strategies For Events 12:05 Social media + Events Trend Changes 14:25 How To Iterate Events To Improve 14:53 Shorts Is The Way Forward 15:27 Which Hasbro IP To Choose? 17:56 Convenience Is King…

1
Ground Zero Insights Direct From China - Business Sentiment & Chinese Global Expansion | E:36 20:02

1 year 전20:02

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리스트

20:02

In this episode, we catch up with Jianggan during his Chinese New Year celebrations in Jiangsu, China. Offering a personal and reflective update, he shares insights from his recent travels and conversations with friends involved in the Chinese business landscape. From observing the impact of e-commerce on local retail to discussing the anxieties surrounding the property market and the global expansion of Chinese businesses, Jianggan provides a nuanced look at the current economic and social climate. While this episode serves as a gentle introduction to the complexities of life and business in China, it hints at the broader challenges facing the Chinese economy. This light, anecdotal approach sets the stage for a future, more in-depth discussion on these critical issues. Join us for this soft update that explores the festive spirit and resilience in China, teasing the groundwork for a deeper dive into the economic hurdles ahead. raw transcript: https://share.descript.com/view/HNp7QBmVQGM 00:00 Intro 00:31 Chinese New Year Quick Update - Jiangsu 02:39 Coldest Recorded Temperatures Around Shanghai 03:27 Decline of Physical Retail Rise of Services 04:59 Looming Concerns: Property Market, Macro Economy, 05:53 Global Expansion Of Chinese Businesses 08:58 Nature of Chinese Businesses Abroad 10:45 Mixed Business Sentiment or Life As Usual 12:34 Heavy F&B Ad's on China's Tiktok (Douyin) 14:07 Live Selling Around Jiangsu? 16:00 Momentum Works Live Streaming Immersion Event 18:52 Final Thoughts…

1
Sora MURDERED your A.I. startup & is Temu a SCAM or GENIUS | E:35 1:07:39

1 year 전1:07:39

나중에 재생

리스트

1:07:39

Will SORA kill your AI startup ambitions? Are we on the cusp of AGI? We discuss these topics and much more. Along with updates on SORA and Gemini 1.5, we'll explore which types of companies and industries are vulnerable and which are more defensible. Our second major topic revolves around Temu and their Super Bowl ads. We'll take a deeper look at their business model and compare them to Walmart, the dollar store, and Costco. *Note: Jianggan's cat ripped out his lan cable half way through so we are stuck with the low quality recording :( raw transcript: https://share.descript.com/view/KkjFpJ7iGNQ substack: https://llbpod.substack.com/p/e35-sora-temu 00:00 Intro 00:21 Brief Update On Jianggan's Chinese New Year's Trip to China 02:33 The Setup For Sora (Startup Killer and AGI) 05:08 Speed of AI Development Is Undeniable 07:27 Navigating the AI Space As A Startup 10:38 Porn Industry Is Defensibility vs A.I? 11:21 Content Generation & Content Platforms In An AI World 16:45 Which Startups Will Sora / OpenAi Kill Now 19:05 What Will It Take To Survive As An AI Startup 21:48 Do You Need Deep Technical Knowledge To Build An A.I. Startup? 24:49 Do You Need To Be An AI Visionary? 28:50 Biggest Winners of AI Thus Far 30:55 AI Will Create New Realities 34:46 Artificial Starch 37:48 Temu Superbowl Ads 38:29 Does Temu Deserve Hate? 41:46 How Does Temu Work? Online Dollar Store or Online More Efficient Walmart? 52:01 What Is Costco's Magic Formula? 01:01:36 The Indonesian Elections 01:03:09 Why Should We Care? 01:03:39 Rise of Austronesian Dominance?…

1
Buy lots of LAND? OR lots of A.I. SEX ROBOTS? | E:34 1:34:29

1 year 전1:34:29

나중에 재생

리스트

1:34:29

All things come back to land. What are the fundamental underpinnings of what is driving land value in the US? How does the evolution of e-commerce affect land. US commercial real estate land fundamentals vs Southeast Asia land fundamentals. Other interesting topics include, the right way to Live Sell, Myth of Palm Oil margins, effects of climate change on land value, the A.I. Sex Robots are taking over, and Grab's new advertising model. All content is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity. Do not construe any such information or material as legal, tax, investment, financial, professional or any other advice. Raw Transcript: https://share.descript.com/view/myS0NhrpM9uc Hosts: Alex Le (https://www.linkedin.com/in/alexanderle/), Dave Chang (https://www.linkedin.com/in/davidqchang/) Andrew G ( https://www.linkedin.com/in/andrewgntm/) Joon Chan (https://www.linkedin.com/in/joonchan/) 00:00 Intro 01:49 Is Land The Best Thing You Can Invest In? 04:46 Unpacking Dave's Thesis Around "Land" (Industrial Real Estate - MidWest USA) 07:15 Fundamental Underpinnings To Dave's Thesis 11:04 The Macro Of US Industrial Real Estate 14:13 The Big Vision 19:58 Industrial Distribution Real-Estate Thesis in SEA 20:53 E-commerce/Live Selling Fundamental Drivers to Industrial Real Estate 28:44 Fundamental Underpinnings For SEA 31:00 The Right Way To Live Sell 34:11 China Influencers vs SEA Influences 38:53 How To Approach Live Selling Today 44:32 Myth Of Palm Oil Margins 46:56 Effects Of Climate Change On Land and Immigration 56:29 The Pragmatic Case Of Illegal Immigrants 01:07:23 Apple Vision Pro 01:08:05 A.I. Sex Robots Are The Future 01:11:50 Societal pain point of A.I. Sex Robots 01:14:15 Land or Sex Robots? 01:22:15 Co-Pilot and LLMs 01:26:57 Grab's New Advertising Model 01:34:02 Outro…

1
TRUMP & The Future of Vietnam | E:33 1:18:48

1 year 전1:18:48

나중에 재생

리스트

1:18:48

This episode covers three main topics. Trump, The Future of Vietnam and The Food Delivery Ecosystem in Southeast Asia 2024. E:33 a comprehensive discussion revolving around Donald Trump's possible re-election and what it may mean for Vietnam. The results of the upcoming U.S. election could affect various aspects of the global economy, specifically focusing on countries in Southeast Asia. The Barbies also discuss the influence of respective political systems, economic policies, and geopolitical factors of countries, as they explore the dynamics of global trade relations, sovereign wealth funds, and investment climates. The second topic, "The Future of Vietnam" discusses the growth prospects and challenges of Vietnam, spurred by shifts in manufacturing sectors and influenced by China's economic policies. The hosts also touch on various other subjects including the U.S. Presidential election process, political communications, and media consumption. Host:s Lê Th Minh, Tăng Khánh Tuấn, Lý Giang Can, Trương Kỳ ;-) Raw Transcript: https://share.descript.com/view/9L45dPNZNBh Articles Mentioned: https://llbpod.substack.com/p/topics-for-week-5-2024 Substack: https://llbpod.substack.com/p/e33-trump-future-of-vietnam Chapters: 00:00 Intro 01:15 You Should Care About Trump 08:38 Does The Environment Make The Man Or The Man Make The Environment 16:31 The Hysteria Around Trump 20:51 Can you Separate The Man From The Politician? 23:48 The Most Morally Wrong Thing A President Can Do 24:58 Can you Attack Trump's Character? 29:50 The Mess Of The Democrats 38:42 The Impact of Trump's Second Term 43:42 If Jianggan & Joon Were American Who Would They Vote For? 45:42 The Future of Vietnam 49:07 China + 1 Thesis 51:25 Corruption As A Tax vs A Benefit 52:28 Political Continuity & Succession 54:44 Energy Security + High Income Potential 57:54 The South "China" Sea 01:05:47 Food Delivery Ecosystem 2024 01:07:24 Who is Buying Food Panda 01:15:16 Pre-Show Talk - SPACs 01:16:15 Help Dave Get A Job…

1
E:32 VC Dynamics | SEA Billion-$ Trends | China: Bull vs Bear | Monopoly Philosophy & DEI Debate 1:23:46

1 year 전1:23:46

나중에 재생

리스트

1:23:46

E:32 takes a deep dive into the dynamic world of venture capital in Southeast Asia, examining the future of billion-dollar industries including digital banking and the rapidly growing electric vehicle market. We also explore the intricacies of the US industrial real estate sector and speculate on where the next 100 billion dollars will be invested in Asia. We then delve into an in-depth analysis of China's economic landscape, as we debate the bull and bear cases, shedding light on market growth, technological advancements, and geopolitical nuances. Additionally, we unpack the complex philosophy of monopolies and their global impact. Finally, join us for a critical discussion on DEI (Diversity, Equity, and Inclusion), as we dissect the balance between equal opportunities and outcomes. Understand the multifaceted implications of DEI in both Western and Asian contexts and how it shapes business, societal norms, and diversity efforts across industries Raw Transcript: https://share.descript.com/view/0ovafvRPYDF Substack: https://llbpod.substack.com/p/e32 Timestamps: 0:00 E:32 VC Dynamics | SEA Billion-$ Trends | China: Bull vs Bear | Monopoly Philosophy & DEI Debate 01:22 Dave's Perspective From Raising Money From Family Offices And LPs 08:26 The Change From VC Momentum Trading to Investing 13:15 DPI for Southeast Asia 15:34 Identifying Southeast Asia's Next $10 Billion Business Opportunities 17:53 Who Is The Leader In Digital Banking 24:12 Forecasting the $100 Billion Surge in Electric Vehicle Market 24:49 Bull Vs Bear Case For China 32:46 Philosophy Of Monopolies - West Vs East 51:47 DEI (Equal Opportunities vs Equal Outcomes) 58:45 Momentum Works Is 85% Female 01:01:36 Implications of DEI 01:03:14 How Did We Get Here With DEI? 01:07:55 Equal Opportunity vs Equal Outcome - Malaysia vs Singapore 01:11:43 Gell-Mann Amnesia Effect 01:13:25 Modern Critical Thinking & Journalism 01:20:48 Practice DEI Pragmatically 01:22:33 Pre-Show Talk…

1
E31: Population Impact & China's Future | War Over Taiwan | The Future of Education | China Outlook 1:20:01

1 year 전1:20:01

나중에 재생

리스트

1:20:01

LLB this week discusses diverse topics surrounding key global issues. Starting off with sweeping views on China market trends and the population decline, Alex, Jianggan and Joon provide a comprehensive discussion on the potential implication. They also explore the controversial topic of a possible China war over Taiwan. The conversation further digs deep into the challenges with parenting and decisions around having more children in today’s world. Adding to the mix is a thought-provoking discourse on education policy internationally, standardized testing, and what 'equal opportunities' vs 'equal outcomes' might mean for future societies. Whether you're interested in geopolitics, education policy, or societal trends, this episode has something for you. substack: https://llbpod.substack.com/p/e31 China Market Outlook 2024 Global Population Decline Considering a War over Taiwan? Choosing to Have Children Education policy in Focus Equal Opportunities vs Equal Outcomes 00:00 Intro 01:52 China Outlook 2024 05:04 Ronnie Chieng Distraction 06:36 Strong Domestic Consumption & Tourism 09:59 Joon's Personal View on China Growth 11:15 Chinese Business Owner Perspective 13:45 Global Population Decline 21:30 Immigration As A Balance To Population Decline 24:05 Can Technology Fix Population Decline 26:59 What Would It Take For YOU To Have More Kids 32:32 Can Population Growth Be Forced? 34:13 Education System China Vs US 44:01 Is Customized Education Scalable 46:29 European Vs American Education System Styles 52:20 The Case A China Taiwan War 01:08:22 Is Liberalism Leading to Socialism 01:12:55 Equal opportunity vs Equal Outcome…

1
E:30 - TikTok Live Selling Deep Dive, Taiwan Elections Implications, Forgotten Ukraine & More 1:35:13

1 year 전1:35:13

나중에 재생

리스트

1:35:13

Bestie Barby, Joon Chan Join E:30 this week. The future of e-commerce and global politics. The discussions navigate through live selling on platforms like TikTok, exploring the revolution it brings to user shopping experience and the opportunities it presents to entrepreneurs. It delves into the political dynamics between China, Taiwan, and the U.S, with insights into the recent Taiwan elections and foreign relations. In addition, it debates the effects of electoral changes on global relations, Chinese tourism policy, and the surge of younger leaders worldwide. All aboard the choo-choo trains. High-speed railway in Southeast Asia is growing. The effects are profound on real estate, transport and business, and how infrastructure can foster peace amid global conflicts. Apologies for the low quality, Joon's mic got cut half way through but luckily the cloud recording saved the content. Next week we aim for high quality! SubStack: https://llbpod.substack.com/p/e30 0:00 E:30 - TikTok Live Selling Deep Dive, Taiwan Elections Implications, Forgotten Ukraine & More 01:58 Government Controls vs. Personal Freedom - Vaping in Singapore/Vaping in China 05:56 Personal Up & Work Update for 2024 From Jianggan & Joon 08:57 TikTok Shop & Live Selling - Evolution of E-commerce 25:04 New Music Paradigm of Distribution 30:05 New Paradigm for Scaling Startups via Content 30:55 Shoppe, Lazada, and Live Selling 41:26 Is TikTok Leap Frogging Business Models Like Home Depot For Asia 44:30 Taiwan Election - What is Going On? What Are The Implications? 56:21 Implications of Taiwan Election - China response, US response 01:04:44 Chinese Tourism Loosens. Who Benefits? 01:07:55 France Paves Way For Next Generation Po liticans 01:12:36 Where is the Ukaine War Heading 01:19:11 High Speed Choo Choo Trains Coming to Southeast Asia 01:32:12 Pre-Show Talk Continued - Joon's First Child 01:34:11 Pizza in KL…

1
E:29 Last EP of 2023 - Commercial Real Estate, Debt & MMT, Hollyood Strike, Nvidia, State of China 1:10:58

1 year 전1:10:58

나중에 재생

리스트

1:10:58

This is the last recorded episode of 2023. A retrospective as we move forward into 2024. Jianggan was late to the party so Dave generously updated us on the state of commercial and industrial real estate in the US. It was clear that there was lots of risk off in 2023 and raising capital was much harder to raise. Jianggan joins the conversations about US debt, along with a take on Modern Monetary Theory. Hind sight 20/20 Dave made a fantastic call to hold onto Nvida stock from May last year. Lastly Dave and Alex hash out the state of China. Apologies for the quality, @Descript editing kept corrupting the high quality files unfortunately. Accompanying Substack: https://llbpod.substack.com/p/e29-last-ep-of-2023 00:00 Dave's Personal Update - Commercial and Industrial Real Estate In The US 09:16 Regional US Bank Collapse of 2023 15:36 Intro 18:22 US Debt 2023 21:52 Modern Monetary Theory 24:18 MMT and China 27:32 Inflation 2023 33:16 Japan & Debt Historically 41:27 Succession Finale 43:26 Hollywood Writers Strike 45:30 Racoon Cat 46:42 Nvida Stock 50:04 Update on Alex and Andrew 53:07 Thoughts on the state of China 01:07:34 The Rest of Dave's US Trip…

1
E28: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking 59:28

1 year 전59:28

나중에 재생

리스트

59:28

First episode of 2024. After a long hiatus Alex and Jianggan catch up. We have a short personal updated followed by the state of Chinese Tourism, the general economic outlook for 2024 and the nature of looming uncertainties. Towards the end we dig deep into the state of E-commerce and what is going on behind the Lazada layoffs. Tune in to hear it all! Accompanying SubStack - https://bit.ly/LLBE28SubStack Timestamps: 0:00 E27: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking & Clarity 00:24 Personal Update Reflections 2023 05:08 Chinese Tourism Into 2024 10:38 Outlook for 2024 16:05 Second Order Effects of Uncertainty 17:38 Hidden Global Risk in Asia For 2024 21:14 Where Are We Business-wise For 2024 27:25 State Of E-commerce & Lazada Layoffs 33:45 Lazada Layoffs Growing Pains? Or Failed Chinese Expansion? 38:29 Super Apps, still super? 41:44 Temu Outlook 2024 51:35 Innovation Outlook for E-commerce 52:01 Live Shopping 53:49 Long Term Thinking & Clarity…

1
The AI Imperative of our Lifetime | E:27 44:13

1 year 전44:13

나중에 재생

리스트

44:13

E27: A rare appearance from the Master Debater himself. This episode is cut from a longer episode posted from EOA (to be released soon). Andrew is deeply concerned about where AI is heading. Andrew covers some broad topics of where we are in AI from the development of transformer architecture, the development of neural networks and the implications on how the technology unfolds. It took me a while to understand Andrew’s main point as we were talking parallel about different issues. Understanding the negative implications of AGI vs already inherent existing dangers of the current technologies regardless of AGI. Ultimately we need to have a more clear and concise episode which will hopefully come in the near future. Timestamps: 00:00 Introduction 02:16 High Level Update Of Where We Are with AI 29:23 Brief On Unsupervised Reinforcement Learning 33:21 The Inherent Dangerous Without AI Alignment…

1
Rejecting the Status Quo - Geopolitics, Gdex Diversifies, Palm Oil Industry in 2023, Is Crypto Trading Profitable? Can The Layman Use AI? 45:42

2 years 전45:42

나중에 재생

리스트

45:42

E26: Another test run for the new studio. Joon Chan (https://www.linkedin.com/in/joonchan/), has been living a quieter life since his venture building days. He stopped by the studio and shared his thoughts on Geopolitics in the context of countries aligning East vs West and the impacts on Southeast Asia. Joon also briefly gives some insights into Gdex’s diversification plans, the latest happenings in the Palm Oil Industry in 2023, if it's possible to make money crypto trading, and his thoughts on how useful AI can or cannot be. 00:00 Intro 00:27 Against the Mainstream Geopolitics 02:56 Nord Stream 14:47 Nature of Malaysian/SEA geopolitics. 16:13 Building Business and Investing Along Geopolitics 22:19 Southeast Asia Beneficiary of Volatility 24:50 Gdex Moving Beyond Logistics 26:44 Palm Oil Industry 2023 and Innovations 32:51 Crypto Trading 36:55 What To Do With AI…

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