Analyse Podcast

Fresh out of the studio, Jing Yang, Asia Bureau Chief at The Information, joins us to explore how China is building frontier AI under chip constraints, state capital, and open source ambition. Jing breaks down her scoop on DeepSeek's $7.4 billion round at a $50 billion valuation, unpacking a deal structure in which the founder wrote two-fifths of the check and outside investors got no voting rights. She explains why Chinese AI valu...

Fresh out of the studio, Aneesh Raman, Chief Economic Opportunity Officer at LinkedIn and co-author of Open to Work: How to Get Ahead in the Age of AI, joins us to dismantle the flattened narrative that AI is simply taking jobs. His counter-thesis: work is changing, not ending — and we never truly left the industrial age, only traded the factory floor for the office floor. Aneesh walks through his three-bucket framework for a...

Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the World, returns to explore whether the AI model layer is becoming commodity infrastructure. Benedict argues there is no winner-takes-all effect in models yet, drawing parallels to telecoms, cloud, chips and the fiber bubble to ask where durable value actually accrues when everyone runs similar infrastructure on similar tokens. He unpack...

Fresh out of the studio, Eyck Freymann, Hoover fellow at Stanford and author of Defending Taiwan: A Strategy to Prevent War with China, joins us to explore why the Taiwan question will be decided by economics and coercion, not by invasion. Eyck unpacks the Thucydides Trap as a warning, not a prophecy, traces how Xi Jinping's Belt and Road statecraft shapes his approach to Taiwan, and contrasts a kinetic invasion with the "quarantin...

Fresh out of the studio, James Liang — Co-founder and Executive Chairman of Trip.com Group, economist, and author of Innovationism: A New Philosophy for the Age of AI — joins us to explore what becomes of human meaning when AI does the work. James argues that innovation and heritage are "the same coin": innovation measured by how much heritage it leaves behind. He unpacks why the individual, not the nation or firm, is t...

Fresh out of the studio, Eric Ries — author of the new book Incorruptible, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup — joins Bernard Leong to discuss his blueprint for building mission-controlled companies that resist financial gravity. Eric explains why trustworthiness is the most underrated asset in business and why success, far from being a shield, makes companie...

Fresh out of the studio, Geoffrey Cain, author of Steve Jobs in Exile and Samsung Rising, returns to the Analyse Podcast to argue that the twelve years between Jobs's 1985 ouster and his 1997 return to Apple were not a footnote but the forge. Drawing on private archives at Carnegie Mellon and Stanford, unbroadcast footage from inside NeXT, and interviews with the people who lived it, Cain reframes the wilderness decade as the cause...

Fresh out of the studio, Bernard Leong sits down with Kiren Kumar, Deputy Chief Executive of the Infocomm Media Development Authority (IMDA) Singapore, for a conversation on how Singapore is building trusted AI at national scale. Kiren traces IMDA's arc from the 2018 Model AI Governance Framework to the Agentic AI framework launched at Davos this year, the four AI missions — advanced manufacturing, finance, connectivity, and ...

Fresh out of the studio, Alex Topaloski, CEO and Co-founder of Pulse ID joined us in a conversation on his company's customer engagement infrastructure powering Visa's cardholder offers across Asia Pacific. Drawing on Pulse ID's recent white paper, The Age of Knowing, Alex unpacks the three forces reshaping bank loyalty: interchange, partnerships, and intelligence. He explains why banks have solved the data problem but still strugg...

"The word I always come back to when I think of the future of trust and safety is governance. We are no longer just making moderation decisions. We're no longer just banning people or deleting posts or removing accounts. We are ultimately responsible for overseeing the health of the platforms and communities that we've created. Especially in an age of AI, I think there's a huge role for the field of trust and safety in ...

Fresh out of the studio, Peter Noszek, co-founder of SuperAI and TOKEN2049 join us on a conversation that maps the widening gap between Silicon Valley's creative intensity and Asia's underutilised compute infrastructure — including 900 megawatts of GPU capacity in Johor, Malaysia sitting at low utilisation because the routing layer between US demand and Asian supply simply doesn't exist yet. Peter introduces Pax Silica, his t...

Fresh out of the studio with John Morgan, Senior Vice President and General Manager of Splunk Security at Cisco. The conversation unpacks the AI inflection point reshaping security operations — from the explosion of machine data (set to more than double in three years) to the rise of the agentic SOC, where AI agents handle detection, investigation, and response while humans focus on high-stakes decisions. John breaks down why...

Fresh out of the studio, Borko Kovacevic, Co-founder of Poddster and Podyx, joins us to explore how he is building the world's largest podcast studio network and the operating system behind it. He shares his career journey from nearly 17 years at Microsoft across Central Europe and Asia Pacific, to making the entrepreneurial leap and launching Poddster's first flagship studio in Dubai, followed by Singapore. Borko explains how Podd...

Fresh out of the studio, Ken Exner, Chief Product Officer at Elastic, joins us to explore how Elastic evolved from the world's most popular open-source search engine into the context layer powering modern AI applications and agent systems. He shares his career journey from database programming to over 16 years at Amazon building AWS resilience practices, and now leading product strategy where search, observability, and security con...

"Motivation is a triangle. It requires: Behavior: What am I going to do? Benefit: Why am I going to do it? Belief. If you don’t have those three areas of your life in concert, all the advice in the world is going to go in one ear and out the other. Beliefs are tools, not truths. The majority of our problems today—cultural, geopolitical, personal—come from the fact that we think our faith is fact, and w...

Fresh out of the studio, Patrick Kelly, Vice President for Asia Pacific at Arize AI, joins us to explore the critical world of AI observability, evaluation, and infrastructure and how Arize AI will start their go to market across the region. Beginning with his transition from Databricks to Arize AI, Patrick explained how the company's mission centers on making AI work for people by helping teams observe, evaluate, and continuously ...

By popular demand, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, return for another candid deep-dive into Southeast Asia and India tech landscape. Fresh off India's record-breaking IPO wave that's drawing regional companies like Pine Labs to redomicile, they dissect what this exit boom means for a Southeast Asian ecosystem still strugglin...

Fresh out of the studio, Jay Parikh, Executive Vice President of Core AI at Microsoft, joins us to explore how Microsoft is fundamentally transforming software development by placing AI at the center of every stage of the development lifecycle. He shares his career journey from scaling the internet at Akamai Technologies during the dot-com boom, to leading infrastructure at Facebook through the mobile revolution, and now driving Mi...