The New Era of Southeast Asia Tech: AI, Deep Tech, Global Scaling and the Future of Energy of Thailand - EP681

Is the "Uber for Southeast Asia" era officially over? In this episode, Jeremy Au sits down with Wing Vasiksiri of Analog Ventures to analyze the massive shift in the regional venture landscape. As immigration to the US tightens, Singapore has emerged as the global magnet for top-tier engineering talent from China, India, and across ASEAN.

They dive deep into why Wing transitioned from a Solo GP to joining Analog Ventures, the emergence of second-time technical founders, and the critical "funding gap" currently facing the region. The conversation also tackles the brewing energy crisis in Thailand and its second-order effects on data centers, agriculture, and the potential for a nuclear future in Southeast Asia.

In this episode:

00:00 Intro: The struggle for local startups in 2026

02:04 Why Wing Vasiksiri joined Analog Ventures

04:00 The "lonely" reality of being a Solo GP

07:30 The missing product: Institutional Lead Seed Investors

09:40 The Southeast Asia funding gap (Seed to Growth)

11:50 Global-first: The new Singapore startup thesis

14:40 US Immigration: Why talent is choosing Singapore over SF

19:10 The rise of technical and "indigenous" founders

27:10 AI App Store moments and Deep Tech tailwinds

31:10 The 3 challenges of commercializing R&D in Singapore

36:30 Thailand’s Energy Crisis: 90% oil dependency

42:50 Second-order effects: Data centers and Biofuels

Resources:

Thailand’s Power Generation Mix December 2025 https://www.jewelarc.com/performance/

Global Energy Shock: Southeast Asia & China Effects & Countermeasures - BRAVE E679 https://youtu.be/bkA6VTDSBB0

Watch, listen or read the full insight at https://www.bravesea.com/blog/wing-vasiksiri-singapore-venture-capital

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

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#Singapore #Thailand #VentureCapital #Startup #Podcast #southeastasia #techpodcast