(LINK) Southeast Asia Tech Investment – H1 2019 – Cento Ventures

Cento taking the lead on the best “report” for VC in the SEA Region.

Article here:

Southeast Asia Tech Investment – H1 2019 – Cento Ventures

Report here:



(LINK) Why Google will own travel

Without any doubt – this is the best website for travel info to SEAsia :: https://www.travelfish.org/

Google pretty much dominates search and their power over the internet and information retrieval is immense.

I am Stuart and crew are not the only ones suffering. At some point the world’s governments need to do something about the absolute power of big tech.

Google recently revamped its suite of travel services, a move that some in the travel industry believe will entrench its market power.
— Read on www.afr.com/chanticleer/why-google-will-own-travel-20190705-p524jf

(LINK) Examining the Super App Strategy in Southeast Asia – Bernard Leong

Of course there is a lot of folks taking on this subject with most of it being regurgitated fodder from press releases or other people with some decent viewpoints but without much research.

I think Bernard takes the subject head-on and offers some history lessons in the process.

No one, and I repeat, no one knows if this is all going to work or if there is even a chance or reason to be a Super App. Don’t get swayed by the over-raising of capital or the supposed metrics since now that we see Lyft and Uber in the public markets we can assume that our local Southeast Asian version are probably not doing any better.

Only time will tell.

We examine the Super app strategy adopted by the ride hailing companies in Southeast Asia. In the same spirit, we want to validate the strategy that are adopted by both Grab and Gojek in comparison to US and China and explain the challenges which these companies has to overcome so that the strategy can succeed.
— Read on www.bernardleong.com/2019/06/09/examining-the-super-app-strategy-in-southeast-asia/

Montage Sequence #2 – bubbles, loonshots and the OA

Some great stuff in this issue.

This I think about a lot especially in the context of SEAsia:

4/ Finally, I was struck by how all the companies mentioned in the “bubble” pieces – often in reaction to the sticker shock of what seemed like a large valuation back then – went on to bigger and bigger valuations as time went on, often many times over. Which leads me to wonder:
a) why did so many commentators miss the growth that was going to happen to these companies?
b) is the same mistake being made now in the narrative around valuations?

Now I want this book :: Loonshots.

I am still struggling to like OA. 😉

Montage Sequence #2 – bubbles, loonshots and the OA