Analyse Asia with Bernard Leong
Business:Management
Fresh out of the studio, Sapna Chadha, vice president of Google Southeast Asia, and Florian Hoppe, partner at Bain and Company shared the key takeaways from the Google e-Conomy SEA 2023 report. Sapna and Florian discussed how start-ups are navigating the current declines in venture capital funding and introduced how high-value users presented a new way of visualizing what goes behind the digital economy in Southeast Asia. Last but not least, they discuss what great looks like for businesses in Southeast Asia.
Episode Highlights:
[0:00] Quote of the Day #QOTD from Sapna Chadna
[2:00] Welcome Message from the host
[2:48] Introduction of Sapna Chadha, Vice President, Google Southeast Asia
[5:02] Key Takeaways of Google e-Conomy Southeast Asia Report 2023
[8:40] Southeast Asia's economic performance against global macroeconomic headwinds
[10:30] The one most interesting data point that Sapna and Florian found interesting about the report
[12:50] Does the global shift in venture capital align with Southeast Asia? [
14:00] Will high-quality start-ups still be able to raise capital in Southeast Asia?
[15:01] Are funding declines differentiated by funding stages or by countries?
[16:00] Can Southeast Asian VCs return capital to their LPs?
[17:10] Advice to Southeast Asia startups in surviving the current funding winter
[18:20] Do we see more startups focusing on monetization accelerating across the digital economy?
[21:43] What are the potential avenues of growth for fintech companies?
[24:15] Definition and Context behind High-Value Users (HVUs) in Southeast Asia
[26:56] Comparison between HVUs and non-HVUs across different Southeast Asia economies
[29:50] Are smartphones and digital infrastructure in tier 3 and 4 cities bringing non-HVUs online?
[33:23] Can Southeast Asia reach 1 trillion GMV in 2030?
[35:35] What would success look like for businesses in Southeast Asia for the next few years?
[39:37] Closing
Podcast Information: Bernard Leong (@bernardleong, Linkedin) hosts and produces the show. 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).
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