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SEA of Startups

SEA of Startups

Decoding the Pulse of Founders, Capital & Conviction in Southeast Asia. 78 Episodes Jun 24, 2026

Real, raw, relatable takes on Southeast Asian startups. One investor, the week's news, no script.

Episodes

The Mirage and the Fork in the Road Jun 24, 2026 1653 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 was built almost entirely on two checks. Take those two out and May was thin, still down on the year before.So here is the question I want to sit inside. When you ar
Ep 31 - Oil, iron, and idle money: what the war is really doing to Southeast Asia Jun 10, 2026 1831 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 single session into the low 80s and kept climbing to the highest level since 2022. The International Energy Agency, which does not deal in drama, called it the lar
Ep. 30 - We Called It a Funding Winter. I Think We Built for an Exit That Was Never There. Jun 3, 2026 1427 Singapore just released its report on venture funding for 2025, and almost every write-up reads the same way. Funding winter. Capital’s gone quiet. Hold the line, it’ll come back.I think that’s the wrong story.I’ve been sitting with these numbers for a few days, and the more I look at them, the more I’m convinced we’ve been telling ourselves the comfortable version. The comfortable version is that
EP 29 - Chatbots to Agents and where Liability Lands May 27, 2026 2190 I hopped into a taxi in Bangkok last week and the driver, a man north of fifty, spent the ride telling me what he was building with AI.Not complaining about the economy. Not asking where I was from. Telling me about his project.I’ve been turning that over ever since, because it isn’t an isolated thing. For weeks now I’ve been scanning event listings in whatever city I land in, and the pattern is h
Ep. 28 - The Philippines Just Drew a Line With Washington. Malaysia Just Rewrote Its IPO Rules. And the Whole Region Is Doing Something Nobody Is Tracking as One Story. May 20, 2026 2294 Two stories from Southeast Asia this week, and almost nobody connected them.The Philippines unveiled the marker for the Pax Silica industrial hub in New Clark City. Twenty plus companies expressed interest. A dozen are billion-dollar US firms. And on the same day, Manila publicly rejected the US request for diplomatic immunity and US legal jurisdiction over the zone. The hub will operate under Phi
Ep. 27 - Strip Out One Deal and SEA Raised $800M. A Chip Stock Just Got 95x Oversubscribed. And OpenAI Spent $4 Billion Admitting AI Is Hard to Deploy. May 13, 2026 2287 There’s a version of this week that looks like a good week for Southeast Asia’s startup ecosystem.The Q1 2026 funding report shows the highest quarterly capital raised since late 2022. Malaysia’s hottest IPO in sixteen years prices and lists next week. OpenAI and Anthropic both announce major new enterprise offerings backed by some of the biggest names in global private capital.Here’s the version
Four Stories That Explain Southeast Asia Right Now May 7, 2026 2381 This week’s episode is a news episode. No guests. Just four stories that I think every founder, investor, and operator in Southeast Asia should be paying attention to right now.Here’s what we cover, and why each one matters.1. China forced Meta to unwind a completed acquisition. Mid-honeymoon.In December, Meta acquired Manus — the AI agent startup that went viral in 2025 as China’s answer to deep
Four people are flying around the moon right now. Apr 9, 2026 1923 Episode Title: The New Space Age Is Actually Here | Artemis II, SpaceX IPO & The Rise of Orbital InfrastructureEpisode SummaryRight now, four humans are flying around the moon. Not in a simulation. Not in a film. For real. Kevin uses the launch of Artemis II on April 1, 2026 as the jumping-off point for a deep dive into the most consequential shift in space exploration since the Apollo era — and w
AI-First Starts Inside: What Tiwa York Actually Said (And Why It Should Worry You) Mar 26, 2026 3518 Most AI content gives you a framework. Tiwa York gives you a verdict.The founder who built Kaidee to 35 million users and guided it to a successful exit sat down with SEA of Startups and said what most operators are afraid to say out loud: your team is probably performing AI adoption, not doing it. And the longer you stay there, the harder it gets to move.Here’s what he actually said — the numbers
The SEA SaaSpocalypse & The Rise of the Space Lobsters Mar 12, 2026 2666 In the ever-changing landscape of technology and business, the term “SaaSpocalypse” has emerged to describe the recent downturn in public software stocks. But what does this mean for the future of SaaS companies, especially in Southeast Asia? In this blog post, we’ll explore the nuances of the SaaSpocalypse, the potential for growth amidst disruption, and what established and emerging companies ca
EP 22 - Meta's $2.5B "Butterfly Effect" Feb 19, 2026 1901 KeywordsMeta, Manus, acquisition, Singapore, AI, geopolitics, startups, tech industry, business growth, investmentSummaryIn this conversation, Kevin and Kim discuss Meta's recent acquisition of Manus, a Singapore-based startup, exploring its implications for founders in the region, the geopolitical landscape, and the evolving nature of AI in business. They analyze the rapid growth of Manus, the si
EP 21 - The "Elon Singularity" Feb 12, 2026 1960 SummaryIn this conversation, Kevin and Kim discuss the recent merger of Elon Musk's companies, particularly focusing on the implications of combining AI and space technologies. They explore the potential of data centers in space, the evolving role of Tesla, and the regulatory challenges that come with these advancements. The discussion also touches on the future of sovereignty in space and the mes

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