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 | 104 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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Seed is booming. Not here.
Let me describe a company to you. Real revenue. Customers who pay every month, on time. A product that works and a team that ships. By every standard that mattered three years ago, this is a fundable company. Three years ago it raises a Ser...
Twelve doors out: Southeast Asia's exits are back, and the buyers are flying in
There are two ways out of a company in Southeast Asia.
One of them is loud. On 20 October, GCash will ring the bell at the Philippine Stock Exchange in the biggest listing that country has ever done. Cornerstone investors with names like B...
Count who gets paid: the least glamorous AI money in Southeast Asia
Somebody is going to stand on a stage in Singapore this month and tell you two things. Southeast Asia now has more than 60 profitable tech startups. And the region is in the middle of a $4 billion AI boom.
Both numbers are true. Both are a...
Exposing the AI panic: who actually profits?
This week a guy who, as far as anyone can tell, had never posted anything in his life put up a thread about artificial intelligence and got 170 million eyeballs on it in five days.
A former Anthropic employee, or so the byline says. Within...
The tourists went home: who is actually left to fund Southeast Asia
Last week one of the firms that taught this region what seed capital even looks like quietly admitted that it will not raise another Southeast Asia fund.
500 Global showed up in KL, in Jakarta, in Bangkok more than a decade ago, when hones...
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Authors
The writers behind this newsletter.
Managing Partner at Indelible Ventures, based in Malaysia. Atypical investor more comfortable on the frontier
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