2024 Regional Tech Forecast, 2023 Bear Market Reflections and Podcast Hosting Gratitude with Shiyan Koh - E371

Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au talked about three main themes:

1. Podcast Hosting Gratitude: Jeremy and Shiyan reviewed their year-long journey of podcasting covering Southeast Asia tech. They reflected on the growth, challenges, and rich interactions they've had with their audience, and shared their appreciation for each other.

2. 2023 Startups & VC Bear Market: Jeremy and Shiyan recapped the challenges that regional startups, especially in later stages, faced in adapting to the bear funding landscape of 2023. Beyond founder mindset changes, they touched on the importance for VCs to conduct structural reflections on their investment decisions (both successes and failures) and the challenges due to the different incentives and lifecycles for junior and senior investors.

3. 2024 Southeast Asia Tech Predictions: Jeremy and Shiyan shared their predictions for 2024 such as the continued bear market challenges for later-stage companies that need to thus grow more to justify their bull-market valuations and/or conduct significant cuts. They view the press to be a lagging signal of these impending decisions. They also predicted deeper press and LP scrutiny on regional VC's individual investments (business models, operational efficiency and bottom-line sustainability). They also raised the upcoming political inflection points (and thus confluence) for the 2024 elections of Taiwan, USA, Indonesia and India.

They also talked about the significance of understanding unit economics for startups, the understated role of customer selection in business success, and the importance of understanding the multi-factorial causes of failure in the VC process.

Watch, listen or read the full insight at https://www.bravesea.com/blog/2024-tech-forecast

Get transcripts, startup resources & community discussions at www.bravesea.com

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English: Spotify | YouTube | Apple Podcasts

Bahasa Indonesia: Spotify | YouTube | Apple Podcasts

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