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The Startup Winter a natural result of external factors from China and the US, and the reality that the ecosystem lacks late-stage investors, he says
Analyse Asia is a weekly podcast hosted by Bernard Leong and features guests from across Asia’s vibrant tech community. e27 will republish the series covering a range of companies, topics and news analysis. To follow Bernard, and Analyse Asia, check him out on Twitter and Facebook.
Here are the interesting show notes and links to the discussion (with time-stamps included):
Jon Russell (@jonrussell , LinkedIn, Newsletter: Asia Tech Review, Personal Site), Reporter at TechCrunch
What has he been up to and what are his areas of coverage in TechCrunch? [0:45]
- Event: Kauffmann Fellows Southeast Asia summit [1:17]
- What are the interesting flashpoints in Asia?
- Ola vs Uber in India with motobikes [2:50],
- The three way fight between Uber, Grab and GoJek in Indonesia. [5:42]
- Didi raising US$1B more than Uber in China [6:08] .
- Eduardo Saverin strikes again but in India with Hopscotch. [8:18]
- Rakuten’s shutdown in Southeast and its impact to Ecommerce in Southeast Asia. [9:18]
- Rakuten keeping Viki and Rakuten Ventures in Southeast Asia. [11:10]
Also Read: There will be a bloodbath in 2016-17: Ashish Taneja of growX ventures
Winter is Coming to Asia [13:00]
- There have been rumors of down rounds happening in Southeast China, mainly due to China’s equities crash and US mutual funds reducing valuations of unicorns, have we seen anything close to that? [13:10]
- Taxi wars: The total amount of funding raised across Uber, Lyft, Didi, Ola and Grab are almost US$7-8B (based on Josh Horwitz recent reporting) and they all own a common investor in Tiger Global. Then we are hear about more being raised, and there is only so much money one can raise, are we about to see consolidation and who will cave first? [14:38]
- Have there been any fire sales or companies running out of money? Ref: Passport Asia shut down and The story of Zo-rooms acquired by Oyo-rooms. [17:20]
- While startups in China, India and Southeast Asia have been fed with truckloads of money focusing on growth, will we see the shift back towards unit economics and profitability in the next 6 months to 2 years? [19:22]
Also Read: Welcome to the fintech zoo!
- Reference: The Next Amazon (Or Apple, Or GE) Is Probably Failing Right Now by Ben Casselman in Fivethiryeight [21:10]
- Recently, Golden Gate Ventures came up with the view that Southeast Asia startups should consider M&A instead of public, and it is known that China and North East Asia, India companies have ambitions in NYSE and NASDAQ, is that true or false or somewhere in the middle? [22:46]
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