Analyse Podcast7 Maj 2023

AC Ventures & Investing into Indonesia with Helen Wong

"I would say first of all Indonesia is probably one of the remaining opportunities in a huge market, that's more or less homogeneous with a population of 270 million. You have to look at the G D P per capita is around 4,000 and then the GDP (gross domestic product) growth itself: it's about 5%. So I think you are hard-pressed to find any other country that matches these three very promising criteria. I would say that secondly, on the technology side, a high level of digitization has taken place and internet penetration has grown very quickly, especially during covid. So we are about 70% internet penetration and the whole digital infrastructure is ready for companies to take advantage of them, by that I mean things like payments and logistics. Then I would say that there are other factors that make this market attractive more for the venture capital ecosystem. One is talent. I think you'll find the most number of entrepreneurs in Indonesia in the Southeast Asia region. Number two is you can find follow on capital. for early-stage investors, that's really important, right? Thirdly maybe most importantly, you can find a local exit market. So the IDX is open for iPOs and we've had three IPOs in the last two years. so I think those are the most attractive factors when you think about Indonesia as an emerging market." - Helen Wong

Fresh out of the studio, Helen Wong, managing partner from AC Ventures joined us in a conversation about AC Ventures and the firm's investment thesis onto the largest economy in Southeast Asia: Indonesia. Helen began with her background story from how she started in Silicon Valley, then moved to China and witnessed the rise of the Chinese tech scene. Following on, she explained her mental model in how she evaluates and invests in founders from the Indonesian tech scene. Last but not least, she discuss what great would look like for AC Ventures in Southeast Asia.

Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(536)

Simular AI and Computer Use is the Final Frontier in AI with Ang Li

Fresh out of the studio, Ang Li, CEO and co-founder of Simular and previously a research scientist at Google DeepMind, joins us to explore why computer use is the last mile to AGI. Ang traces his path...

20 Aug 53min

Attention Is the Scarce Resource, Not Creativity in the Age of AI with Steve Clayton

Fresh out of the studio, recorded in Singapore, Steve Clayton, Senior Vice President and Chief Communications Officer at Cisco, joins us to discuss what it takes for AI to scale inside enterprises glo...

6 Aug 23min

AI Is Not an Efficiency Tool for Humanitarian Causes with Nur Hafiza Mutalif

Fresh out of the studio at the Dataiku Summit Singapore 2026, Nur Hafiza Mutalif, Assistant Head of International Affairs at the Singapore Red Cross, joins us to explore why the humanitarian sector di...

30 Juli 19min

The Three Ingredients That Turn AI Into Value with Sophie Dionnet

Fresh out of the studio, Sophie Dionnet, Senior Vice President of Product and Business Solutions at Dataiku, joins us at the Dataiku Summit in Singapore to discuss what turns enterprise AI investment ...

29 Juli 30min

Inside the War on Southeast Asia's Industrial Scam Economy with Rafael Frankel

Fresh out of the studio, Dr. Rafael Frankel, Head of Public Policy for Asia Pacific at Meta, joins us to unpack how Meta is stepping up on the fight against scam syndicates in Southeast Asia along wit...

22 Juli 35min

How to Actually Read the China's AI Ecosystem with Jing Yang

Fresh out of the studio, Jing Yang, Asia Bureau Chief at The Information, joins us to explore how China is building frontier AI under chip constraints, state capital, and open source ambition. Jing br...

15 Juli 57min

We Never Left the Industrial Age: AI and the Future of Work with Aneesh Raman

Fresh out of the studio, Aneesh Raman, Chief Economic Opportunity Officer at LinkedIn and co-author of Open to Work: How to Get Ahead in the Age of AI, joins us to dismantle the flattened narrative th...

1 Juli 41min

If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans

Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the World, returns to explore whether the AI model layer is becoming commodity infrastructure. Benedict ar...

24 Juni 57min