SEA of Startups
Kevin Brockland CFAReal, raw, relatable takes on Southeast Asian startups. One investor, the week's news, no script.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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The $7.4 Billion Lie
You have seen the number this week, probably five or six times, from five or six people who all copied it from the same report. Southeast Asian tech funding hit 7.4 billion dollars in the first half of 2026. More than double last year. Reco...
Who Owns the Scarce Thing?
This week the two biggest stories in Southeast Asian tech were not a funding round or somebody’s ninth super app pivot. They were a government chip program in Penang and 3,600 kilometres of fibre being dropped on the seabed between India an...
One Winner, Six Shipwrecks
Since 2017, Southeast Asia has produced exactly one tech IPO that made public investors real money. One. And this week, the Philippines is getting ready to bet its entire year on the next one.
So this week I want to talk about who is buyin...
The Mirage and the Fork in the Road
Start with two numbers and a question.
In May, startups in this region raised $472 million. More than double what they raised in April. Read only that line and you would think the drought had broken.
Now the second number. That doubling w...
Ep 31 - Oil, iron, and idle money: what the war is really doing to Southeast Asia
Start with a sliver of water between Iran and Oman. On a normal day, roughly a fifth of the world’s oil moves through the Strait of Hormuz. This year it stopped being normal. When the strait seized up, Brent jumped 10 to 13 percent in a sin...
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The writers behind this newsletter.
Managing Partner at Indelible Ventures, based in Malaysia. Atypical investor more comfortable on the frontier
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