Why Product Doesn’t Win — The Information

This is so good. I need to digest some of the more salient points but I love the truth telling.

In the past few weeks, as some of the Valley’s most mature internet companies have faced crisis after crisis, there’s been a theme circulating that these companies, and Facebook in particular, has lost their product way.This chatter peaked when journalists and others suggested that Instagram …

— Read on www.theinformation.com/articles/why-product-doesnt-win

China’s secret startup advantage: liquidity | TechCrunch

China’s secret startup advantage: liquidity | TechCrunch:

Faster liquidity can push cycle of returns, fundraising, reinvestment

This is the struggle with the SEA ecosystem. Just not enough liquidity yet to create the magical cycle.

USA and China have it. India with some of their monster exits creating some secondary action to enrich employees is crawling towards it.

As some of the big unicorns in SEA start to make some employees rich – there will be some mini cycles around that.

One should not knock what SEA and Razor of done to help get this going as well.

 

Southeast Asia Could Hit $5 Trillion Growth Mark: McKinsey’s Lin – Bloomberg

Looking forward to this:

Southeast Asia’s been home to almost half of the biggest growth drivers in the past half-century. To keep investors interested, it’ll have to make the right moves across technology, education and infrastructure, according to Diaan-Yi Lin, a senior partner at McKinsey & Co.

— Read on www.bloomberg.com/news/articles/2018-09-28/southeast-asia-could-hit-5-trillion-growth-mark-mckinsey-s-lin