"I think the biggest learning that I had, and, by extension, JLL [Jones Lang LaSalle] in my last capacity was that it's not sufficient to take these companies and then just let them in the door. You can't hand one of your business clients the keys and expect them to drive. So, one of the first cohort companies in Urban Lab was a robotics company, and we created a revenue-sharing agreement with them any property that you get into through us, there's a revenue share. But the downstream...

"So already this year we've rolled out 10 of these regions. So two in APJ and Kuala Lumpur and Hong Kong. But 75 of these locations by the end of the year along with our core computing regions will give us 100 locations where customers can run these workloads, and we're not going to stop there. So we're going to have hundreds of these regions over the next few years, and we're going to focus on those locations where hyper-scalers don't have compute. Africa and South America, for example, have...

"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing licensed entities, whether they be licensed startups or even licensed institutions to provide their offerings to the retail. That's actually really good. Because it provides...

"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the media headlines. So I suppose my advice there is, never to accept clickbait at face value. If you're building a marketing plan, do your due diligence, and check the data because the data always surprises me. The one thing I know is that I'm always surprised. There's your key takeaway.” - Simon Kemp...

"If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right? TikTok has more than 1 billion users globally and then the US represents just a little over a 10th of that, 170 million. So I'm not saying that it's not going to impact TikTok and ByteDance. But does it pose an existential threat? Probably not. I believe given we already talked about how...

"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they failed in both China and Southeast Asia, where they were acquired by Didi in China and Grab in...

“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in the past. It will not go through the popular market, but it could well happen that you will see greater lending, perhaps in a select industries like autos or semiconductors,...

"So in our view, great would be when everyone can find the best place to put their money to work. To whatever cause they want. It could be investing. It could be protecting their family. It could be long-term. It could be a nonprofit. It could be helping a local business. Today in the world, there is Google to find information, right? There's Amazon to find products. But what about financial opportunities? There is no one place to find financial opportunities. We wanna be able to create that...

“One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers are prepared, they're going to have a much tougher moment than when they confronted the Japanese or the Koreans. The Japanese [and] Koreans, they're very successful. Let's say in the U.S., but this is a whole different issue - the geopolitical aspect. But you know, they're coming.” - Lei Xing...

"Indonesia is not of the scale of China and India. And some people argue that India and China are so vast that you can almost consider: North China, South China, East China and different parts of the world. But because Indonesia normally gets lumped into ASEAN, right? People think about, well, I don't want single country risk with a country of this size. And so that's where the differentiation came out. Nonetheless, this is our thesis. And we believe that the last 10 years have proven that...

"The whole of Southeast Asia has to come up as a group. Hence, my secret about what I know about the VC industry that people don't know. The secret is that you've got to be very sane when you come to investing, right? So, if you invest so high, we can't get exits. When we can't get exits, we can't return money to LPs, and then the investors will say, ‘Oh, Southeast Asia cannot find exits one.’ It cannot be, right? So to me, we must be able to show exits. That's the proof of the pudding.” -...

"There are so many voices here that people can create their own unique things. And yet there is still this culture, that's still lingering from the past, that somehow the answers are in the West. And trust me, they are not. So the West is also confused and looking for their way to figure out things. And so the main inspiration for Yana TV was to create this particular platform where we can showcase the voices of Asian movers and shakers, which means people who are doing interesting things,...

“[Glints] We would like to still be around and building an enduring company. A big part of why many of us at Glints are building what we want is we hope that our children and grandchildren can be using Glints to grow their careers as well. So we want this to be an enduring company. Our mission is to help realize human potential. And we would like to be a company that's here to last. That's one. Two, concretely we see a lot of opportunities in the platform business and in our cross-border...

"Money is a very interesting kind of numerical way of measuring when you're levelling up. So that's where the distinction needs to be very clear. The way that I've positioned it in the book and what the research tells us is that if we force the games on people, it's very bad. But if we look at the games that they naturally play in their free time when they were younger, it's a very good predictor in terms of the type of work that they naturally would gravitate to. So if somebody is amazing...

"You will continue to see Western investment continuing to decline. The risk-reward calculations won't change in the next 12 months, as far as I can see. The Chinese economy is not about to take off. What you will see is the beginnings of some people who are willing to take the gamble. They are going to try different ways to exit. You're going to see more people experimenting with domestic IPOs, and onshore IPOs because you can get the money off. For example, if you're investing in LiDAR or...

"Consumer demand will accelerate the need for security, privacy and regulation. Like zero-knowledge (ZK) where you can prove something is true without revealing all information. And of course, security infrastructure, which is very interesting and important at this current moment, even before the next bull market. For example, one of the companies we invested into Ledger, a digital asset hardware wallet. You basically have an app store interface where you can trade, you can stake. We see a...

We've got a 330 trillion dollar industry here, which arguably a lot of it, we talk about stranded assets, CRREM pathways to stranded assets, et cetera. I talked to a lot of funds. I've talked to a lot of developers. They're getting very worried about this. And it's not just about their existing portfolios. It's about how they are going to exit portfolios. Because many buyers now actually build in the cost of retrofitting a building to bring it up to sustainability when they're looking at...

"I think in the past, we've looked more at inclusion and access, but actually we've made so much inroads over the past years. Now again, we're talking about participation because what we're seeing is that 30% of the highest spending customers who we call high-value users (HVUs) - they make up over 70% of the digital economies' transaction value. So 30% Are leading to 70% of the digital economy. We want to make sure that we don't leave users behind and we continue to drive growth and drive...

"And so what we do at Dow Jones, very specifically, is look at - What are the regulators demanding? What do they want you to do? What are the specific data points that you require? And which workflows do you want to use them in? And, there are very different workflows, which within, for example, a financial institution. You have the onboarding of your new customers, and in those situations, you may have a little bit more time. Obviously, there's the service level in terms of opening a bank...

“It is useful both to internal and external, but it's also a really great litmus test. If you sit down to write your public letter and you can't explain why you're doing something, if it doesn't fit in with your overarching strategy, it goes back to that first thing we said as PMs [product managers], which is sometimes you have to say no to it. You're like, I actually can't explain to anyone why we're spending time on this particular feature. It doesn't fit any of the four themes we said...

  Stripe isn't just payments. We actually build economic infrastructure for the global economy. And so we've got a lot more technology beyond payments. Our Stripe Tour is a cool venue where we get a chance to bring customers, partners and thought leaders together and talk about the current state of technology and future technologies - in a local Asian context. So it's been a lot of fun. And by the way, we're really enthusiastic about Asia here at Stripe. Not only because 60 per cent of the...

"The global adoption index is something that we put out once a year and it comes strictly within the research domain and it's our attempt to really elucidate just how much activity is happening around the world. Crypto is a global asset with activity in over 150 countries around the world, but people feel like it's a black box because they don't really understand who are these crypto users. Where are they? But in reality, we don't have answers to those questions because we don't have survey...

"But today,  the clouds are the new silos. They're like the silos in the data center, only they're public. But AWS is a bit of a data silo, as is Azure. We used to call it Hotel California - you can check out any time you like, but you can never leave. Right?  A big part of what Snowflake does is tear down those silos to allow customers to have the data where they want it. Because if it's on Snowflake, it doesn't matter which physical infrastructure is behind it; and to share that data easily...

"Now the fundamental motivation is customers don't just want to buy a server, right? They want to buy an outcome. They want something to happen. They want to get business value. So, the SSG [Services & Solutions Group] is Lenovo's pivot to meet our customers where they are, and also to lead our company into the future because as they have more sophisticated requirements, they need a simple way to manage and deploy all that I T across their organizations. When they want that holistic view,...