Consumer VC takes a look into early-stage consumer investing and venture capital. If you are interested in learning about consumer trends, have a b2c business and interested in learning about the fundraising process at the early stage, you have come to the right place. Mike interviews some of the top venture capitalists in the world that focus on B2C and consumer type companies or have a deep track record investing in these categories such as marketplaces, SaaS, social, CPG and non-tech subs ...
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On Turpentine VC, host and venture capitalist Erik Torenberg delves deep into the art and science of building successful venture firms through conversations with the world’s best investors and operators. Hear about insider strategies on decision-making, investment theses, and building firms for the long term—from the ground-level, VC to VC. Guests in season 1 include Ben Horowitz of a16z, Mamood Hamid and Ilya Fushman of Kleiner Perkins, and Alfred Lin of Sequoia.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)
Jeremy Au
Learn from Southeast Asia's best tech leaders. Build the future, learn from our past & stay human in between. No B.S on success. Southeast Asia's #1 startup & venture capital podcast with 80,000+ listeners. Hosted by Jeremy Au. VC & serial founder. Harvard MBA & UC Berkeley. Sci-fi nerd & dad of two daughters. Growth and personal growth solves all problems. The best feeling is coaching good humans to be great leaders. Published on Monday, Wednesday & Friday. Weekly tech news debates, changem ...
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20VC: Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale | Did Google Overlook a Goldmine in the Core Asset and Did Founders Leave a Sinking Ship | How Cursor and Cognition ...
48:08
48:08
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48:08Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad…
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Double Down or Walk Away: Instacart, Unicorn Portfolios, and Southeast Asia’s Exit Problem - E602
16:23
16:23
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16:23Jeremy Au breaks down the hidden math behind venture capital: why only a few startups matter, how VCs double down or walk away, and what real exits look like. Using the case of Instacart and Southeast Asia IPOs like SEA, Grab, and GoTo, he explains what separates paper value from cash returns, and why timing is everything. 01:07 VC Fund Economics a…
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What Led Larry Cheng To Invest Early in Chewy, Chamberlain Coffee & US Mobile
56:38
56:38
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56:38Larry Cheng is the Managing Partner at Volition Capital, a $1.7B growth equity firm behind breakout brands like Chewy, Chamberlain Coffee, BURST, and Grove Collaborative. Volition’s unique approach? No early VC checks. No burn-at-all-costs playbooks. Just capital-efficient businesses with traction—and a partner who’s okay being the first check in. …
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20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P ...
1:21:58
1:21:58
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1:21:58Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsed—what really happened 15:00 FTC rules forced a brutal deal structure—who lost? 17:00 The investors’ returns: who actually made money? 21:30 Will Google’s corp dev team get fired over this? 23:00 Cog…
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Kelvin Subowo: 7 Failures, Cloud Kitchen Collapse & Building Indonesia’s F&B Avengers – E601
34:25
34:25
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34:25Kelvin Subowo, CEO of Daily Co., joins Jeremy Au to share how he built one of Indonesia’s fastest growing F&B groups after seven failed ventures. They talk through how Kelvin’s early failures taught him the realities of Indonesia’s price sensitive market, how cloud kitchens initially succeeded but quickly collapsed post-Covid, and how Daily Co. piv…
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20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace ...
57:52
57:52
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57:52Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine l…
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America's VC Wall, Singapore’s Job Crunch & How AI Is Rewiring Relationships with Adriel Yong – E600
44:36
44:36
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44:36Adriel Yong, Orvel Venture Partner, joins Jeremy Au to reflect on five years of career transitions from investing to building startups across Southeast Asia and the US. They unpack how American venture capital has turned inward, the unintended consequences of remote work, and why AI is upending both work and relationships. Through candid stories fr…
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20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
1:15:51
1:15:51
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1:15:51Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot’s user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voice…
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Power Struggles in Southeast Asia: VC Rights, Founder Conflicts and the Return of Convertible Debt - E599
12:52
12:52
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12:52Jeremy Au breaks down the evolving power dynamics between VCs and founders in Southeast Asia, diving into board control, investor rights, and why most startups fail despite support. He shares practical lessons from both sides of the table, highlights the return of convertible debt, and explains how founders should think about conflict, dilution, an…
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20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just ...
1:07:29
1:07:29
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1:07:29Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta’s AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue [22:00] CoreWeave’s Pow…
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Janine Teo: How AI Empowers Youth, Reinvents Learning & Sparks Motivation – E598
42:08
42:08
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42:08Janine Teo, CEO of Solve Education, returns to BRAVE after three years to explore how AI is reshaping education for marginalized youth. She and Jeremy Au unpack the double-edged nature of AI in learning, how Solve Education leverages gamification and AI coaching to drive motivation, and the shifting job market where entry-level roles are disappeari…
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20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect ...
1:10:50
1:10:50
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1:10:50Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books on business and tech, and co-hosts the award-winning Pivot podcast. Ga…
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Leaked Power Calls, Cannabis Crackdown & Why Thailand’s Startup Scene Is Quietly Rebooting with Wing Vasiksiri – E597
33:29
33:29
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33:29Wing Vasiksiri, investor and ecosystem builder, returns to unpack the recent political upheaval in Thailand, the shifting startup landscape, and how these dynamics intersect. He and Jeremy Au explore the Prime Minister’s suspension, the ripple effects of leaked diplomacy, and what these events signal for foreign investment and local sentiment. They…
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The Funding Game: Mastering SAFE Notes, Board Seats & Control - E596
13:13
13:13
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13:13Jeremy Au broke down the real stakes behind early-stage fundraising—where founders trade equity for survival, and investors negotiate for control. He explained how financing tools like SAFE notes, convertible notes, and priced rounds shape who gets rich, who gets a say, and who gets left behind. From legal traps to boardroom dynamics, this session …
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20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and ...
1:11:17
1:11:17
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1:11:17AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – How Index Is Returning $3.5B on 2 Deals 24:00 – Melio’s $2.5B Exit: In…
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How Vietnam’s Economy is Rewiring for Tech & Trade Battles with Valerie Vu – E595
32:18
32:18
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32:18Vietnam’s rapid economic transformation is reshaping its future. Valerie Vu, General Partner at Ansible Ventures, joins Jeremy Au to explore how Vietnam is shifting from export dependence to a tech-driven, domestic growth model. They discuss the rollback of anti-corruption campaigns, intensified U.S. trade negotiations, and how food safety scandals…
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20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs ...
1:01:32
1:01:32
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1:01:32Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Phil…
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Demographic Collapse, Broken Visas & Why Global Talent Is Rerouting to Southeast Asia – E594
46:46
46:46
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46:46Shiyan Koh, Managing Partner at Hustle Fund, joins Jeremy Au to examine how geopolitical shifts, demographic decline, and education policy are reshaping global talent and innovation flows. They explore Japan and Korea’s push into Southeast Asia, the unexpected impact of smartphone culture on fertility, and how political actions in the US are disrup…
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Former Matchmaker Turned CEO: How Katie Wilson bought Facebook Groups to Build a Gut Health Empire
57:17
57:17
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57:17This episode is brought to you by Highbeam. Highbeam is the all-in-one banking and cash management platform built for consumer brands – https://www.highbeam.co/capital?partn... Katie Wilson is the CEO and co-founder of BelliWelli, a gut health brand that went from home kitchen experiments to the shelves of Walmart and Target—with zero paid ads and …
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20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep ...
1:17:24
1:17:24
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1:17:24Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding part…
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Edtech's Real Buyers, Startup Law Traps and Why Founders Need Better Equity Deals - E593
13:43
13:43
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13:43Jeremy Au breaks down the hidden risks in Southeast Asia’s edtech sector and early-stage startup law. He explains why edtech often fails to scale, how founder disputes emerge without early agreements, and why choosing the right jurisdiction like Singapore matters for survival. From investor alignment to taxation nightmares, this episode guides foun…
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20VC: Nat Friedman and Daniel Gross Bought with Zuck's $100BN AI Budget | Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens | Why Larry Ellison is the Smartest Man in Tech | Substance ...
1:13:57
1:13:57
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1:13:57Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook’s $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey’s $5 Billion Valuation: Genius or…
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Olzhas (Oz) Zhiyenkul: From Soviet Collapse to Disrupting Global Wealth Tech - E592
33:24
33:24
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33:24Olzhas (Oz) Zhiyenkul, CEO and co-founder of Investbanq, joins Jeremy Au to share how his journey from post-Soviet Kazakhstan to launching a full-stack wealth operating system was shaped by hardship, global education, and the inefficiencies he witnessed firsthand across Asia’s financial sector. They discuss how legacy systems fail family offices, w…
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20VC: The Wild Story Raising $450M From Masa and Softbank | Why My Biggest Mistakes Came From Listening to VCs | Why 100 VCs Turned Us Down | Why European Founders Are Tougher Than US Founders with Johannes ...
1:16:45
1:16:45
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1:16:45Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday to China and nothing to do. For the first two years, GetYourGuide received only 5 bookings. Today the platform is worth $2BN. They have raised from some of the best, including an amazing story with Masa Son and Softbank. In Today’s Episode We Discuss:…
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Henry Motte-de la Motte: AI Tutors, Global EdTech, and the $1M Parenting Dilemma – E591
27:07
27:07
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27:07Henry Motte-de la Motte, CEO of Edge Tutor, and Jeremy Au reconnect two years after their last conversation to discuss how global tutoring has evolved. They examine the rise of AI in education, differences in learner motivation, and how human connection and structure remain critical to learning. They explore Edge Tutor’s expansion into 30 countries…
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20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become ...
1:19:24
1:19:24
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1:19:24Cem Kansu is the Chief Product Officer at Duolingo, where he leads product strategy for over 90 million monthly active learners. Since joining Duolingo, Cem has played a pivotal role in driving record user engagement, revenue growth, and product innovation, including the launch of Duolingo Math and the wildly successful Duolingo Music. Under his le…
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Ilya Kravtsov: Inside Indonesia’s Startup Meltdown, eFishery’s Hidden Fallout & How Real Founders Survive – E590
35:34
35:34
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35:34Ilya Kravtsov, Co-Founder of Ringkas, joins Jeremy Au to unpack the rise and fall of Indonesia’s lending wave, the ripple effects of the eFishery scandal, and the hard lessons founders must absorb to build sustainable startups. They examine how early hype misaligned business models, how fraud damages more than just a company, and why radical transp…
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20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind ...
1:06:44
1:06:44
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1:06:44Agenda: 00:00 – Meta’s $14.8B Deal for Scale: The Analysis 05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave? 13:00 – Who is the Winner from All Scale Customers Leaving? 21:30 – Who Made the Most Money From Scale? 24:00 – LPs Just Got $14B Back. Are They Reinvesting? 26:45 – Chime IPO: The Breakdown 29:20 – Ramp Hits $16B Valuation:…
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Mohan Belani: Fatherhood as a Founder, Raising AI-Ready Kids & Balancing Marriage with Startup Life – E589
52:27
52:27
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52:27Mohan Belani, Co-Founder of e27, and Jeremy Au reflect on what it means to be a tech leader, startup founder, and modern dad raising Generation Alpha. They explore how parenting rewires identity, the mental load of fatherhood, and how decision-making feels like startup building in a world flooded with information. They discuss the tension between b…
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20VC: How We Made $800M on Coursera | We Lost Money on Uber and Made Money on Lyft | We Did 3x on Postmates in 18 Months | DPI is King, MOIC is BS | We Dodged Theranos and I Still Lost Millions with Larry ...
1:34:40
1:34:40
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1:34:40Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses a…
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Dr. Gerald Tan: AI Dentistry, Business Betrayal & Rebuilding Trust – E588
37:18
37:18
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37:18Dr. Gerald Tan, founder of Elite Dental Group and the first Singaporean dentist to graduate from Harvard Business School, joins Jeremy Au to share how dentistry blends science, art, and entrepreneurship. They explore his journey from being one of 30 students in NUS Dentistry to leading an AI-driven public health initiative and surviving a devastati…
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Jiezhen Wu: CEO Struggles, Leadership Lessons from Parenthood, and Why 5-Year Plans Fail – E587
34:32
34:32
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34:32Jiezhen Wu, leadership coach and community builder, joins Jeremy Au to explore how identity, leadership and parenting intersect in shaping purposeful careers. They trace her journey from nonprofit work and Harvard to coaching C-suite leaders across Asia. Together, they reflect on living by design rather than default, the trade-offs of relocating fr…
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20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever ...
1:16:12
1:16:12
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1:16:12Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness? 00:11 – Should Stripe and Databricks Finally Go Public? 00:17 – US Stock Markets: How They DOMINATE the Global Game 00:21 – 50% of Unicorns Are DOOMED. What Happens Now? 00:25 – Founders Fund Just Dropped $1B on Anduril…
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Vikram Sinha: Telco Merger Playbook, AI Bets & The Risk Most CEOs Avoid – E586
51:23
51:23
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51:23Vikram Sinha, CEO of Indosat Ooredoo Hutchison, speaks with Jeremy Au about his personal journey, the power of distribution, and why AI is not just another wave of telecom innovation. They retrace his career from selling mobile plans to leading a successful merger, discuss why distribution is still the biggest driver of growth in emerging markets, …
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20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will ...
1:06:00
1:06:00
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1:06:00Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the company has a market cap of $1.121BN on an estimated $430M EOY revenues…
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Pav Gill: Wirecard Whistleblower, Murder Threats & Building Confide Platform After Billion-Dollar Fraud – E585
58:27
58:27
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58:27Pav Gill, ex-APAC Head of Legal at Wirecard, joins Jeremy Au to share how he uncovered one of the largest financial frauds in Europe. They discuss Pav’s early career shift from traditional law to fintech, the moment red flags at Wirecard became undeniable, and how an internal whistleblower’s plea led him to launch a covert investigation. Pav reveal…
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20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
1:25:51
1:25:51
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1:25:51Matt Pohlson is the co-founder and Chairman of Omaze, the most insane story in startups that you have never heard. From near death experience to working with Arnold Schwarzenegger, George Clooney and The Pope. Omaze has raised over $200 million for charity by offering once-in-a-lifetime celebrity experiences and luxury house draws. He's a master st…
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Founder Patterns, VC Tiers and Southeast Asia’s Undervalued Talent – E584
13:10
13:10
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13:10Jeremy Au unpacks the real value add of venture capital beyond just funding. Using data and founder behavior patterns, he explains how investor type, timing, team building and university background shape outcomes. The conversation highlights what actually helps founders succeed, how top tier funds scout talent and where undervalued opportunities li…
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20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund
1:23:15
1:23:15
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1:23:15Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit? 09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting Annihilated 21:00 – Chime: Great Exit or Missed Opportunity…
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Jackson Aw: The Collectibles Boom, AI-Driven IP & Founder Growth from Dreamer to Builder – E583
48:23
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48:23Jackson Aw, founder of Mighty Jaxx, joins Jeremy Au after three years to reflect on his leadership journey, the evolution of the global collectibles industry, and how personal growth reshaped his business decisions. They discuss the shift from creative spontaneity to strategic discipline, the emotional psychology behind collectibles, and how AI and…
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20VC: Windsurf Founder on Will Model Companies Own the App Layer | Why Moats Do Not Exist in a World of AI | Why the Notion of Single Person $BN Companies is BS | Lovable vs Bolt & Cursor vs Windsurf ...
1:05:58
1:05:58
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1:05:58Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master’s in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for au…
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Jianggan Li: US-China Trade Chaos, Vietnam Caught in the Middle & Why Everyone’s Diversifying – E582
33:17
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33:17Jianggan Li, Founder of Momentum Works speaks with Jeremy Au to unpack how the US-China trade conflict is reshaping global manufacturing, trust in international trade, and Southeast Asia’s role in the crossfire. They explore why businesses are stuck in limbo, how Vietnam and Cambodia became unintended casualties, and what diversification looks like…
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From Surviving a Plane Crash to Building Baby Formula and Energy Drink Brands: Richard Lavar
1:02:43
1:02:43
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1:02:43This episode is brought to you by Highbeam. Highbeam is the all-in-one banking and cash management platform built for consumer brands – https://www.highbeam.co/capital?partn... Richard Laver isn't your typical founder. At age 12, he survived a plane crash that killed 137 people—including his father. Years later, he built Kate Farms to save his daug…
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20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best ...
1:18:34
1:18:34
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1:18:34Kyle Norton is the Chief Revenue Officer at Owner.com, where he scaled revenue from $2M to $40M ARR in under 3 years while selling to one of the toughest markets: SMB restaurants. Before Owner, Kyle led sales at Shopify, where he helped architect one of the most operationally elite GTM orgs in SaaS. Agenda: 00:00 – From Shopify to $40M ARR at Owner…
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How Founders Avoid False Starts & What VCs Actually Add - E581
20:47
20:47
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20:47Jeremy Au unpacks how startup failure patterns often begin with charisma unchecked by execution. He explores how founders can avoid false starts, the real reason repeat founders succeed, and why the value of VCs and angels depends on founder maturity. The episode draws parallels between entrepreneurship and professional disciplines like medicine, s…
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20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth ...
1:19:44
1:19:44
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1:19:44Agenda: 00:00 – Why “Fund Returners” Are a Myth in Late-Stage VC 05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin 11:40 – The Dirty Truth About Late-Stage Venture Math 15:57 – The Hinge IPO: Who Won, Who Lost, and Why It’s a Game Changer 23:03 – The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses 27:14 – Why YC Is…
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Elena Chow: Southeast Asia Talent Reset, Malaysia’s Rise & How AI Is Reshaping Hiring – E580
38:52
38:52
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38:52Elena Chow, Founder of ConnectOne and Jeremy Au reconnect after three years to examine how Southeast Asia’s hiring landscape evolved from rapid expansion to cautious, AI-aware decision-making. They explore how employer expectations have become more structured, why talent strategies now vary across the region, and what individuals must do to stay em…
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20VC: The Most Insane Story in Startups: Airwallex: The Angel That Turned $1M into $1BN | The Fund That Pulled a Term Sheet & Lost $1BN | Rejecting Stripe's $1.2BN Offer | Scaling to $1BN in Revenue ...
1:26:48
1:26:48
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1:26:48Airwallex is the most insane story in startups: The best angel investment ever: The angel that turned $1M into $1BN. One of the world's best VCs pulled a term sheet and lost $1BN. The company turned down a $1.2BN offer from Stripe. The company scaled to $1BN in transaction volume in 9 months. The company has never not grown 100% in a year. Jack Zha…
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David He: E-Fishery Scandal Breakdown, Investor Red Flags & Legal Risk Lessons for Southeast Asia – E579
33:34
33:34
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33:34David He, partner at Gunderson Dettmer sits down with Jeremy Au to dissect Southeast Asia’s shifting startup and legal terrain. From the fallout of the eFishery scandal to the rise of ESG compliance and convertible notes, they explore how investor behavior and founder strategies are evolving. The discussion highlights governance gaps, tougher dilig…
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20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
1:15:44
1:15:44
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1:15:44Luke Harries is Head of Growth at ElevenLabs, where he leads marketing, product, engineering, and developer experience. ElevenLabs has raised $281M with the latest round pricing the company at $3.3B valuation. Previously, Luke held roles at PostHog and Microsoft, and is also an angel investor supporting startups like Lovable and Runna. In Today’s E…
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