Thoughts on SEA ecosystem and location

Lots of twitter activity over the this post :: http://www.nokpis.com/2014/08/28/hong-kong-versus-singapore/

As mentioned I wanted to follow it up with some thoughts on this post :: http://thenextweb.com/asia/2014/08/23/time-founders-southeast-asia-accepted-location-used-advantage/

Let me preface I did not attend GOAB nd I don’t know Mona. I used to follow her on twitter but she broke my follow rule of never replying to my replies. One of my twitter rules is if I reply a few times to folks – famous or not and they don’t ever reply back then I figure there is no point in following. The point of twitter is reasonable discourse – at least for me anyway.

Mona nails well the recent rise of the SEA ecosystem and how one can most likely build a startup anywhere. Totally agree! However I think there are still some issues.

I will add that this is a tough soapbox to get on for me these days cause I will admit I am NOT in the scene as much as I used to be but this is also one of my weird opinions on the local scene. People talking about the scene and eventing tend to get more attention than those just heads down actually building a startup. Maybe that is just my personal feeling but the local media tends to focus on funding, rumors and covering events talking about the scene more than going deep on what is getting built, by who and the obvious failures that can happen. If I had more time I would do a few things – start a podcast talking to folks building things about how they got here and why they are building what they are building. I would start a review service going deep on all the consumer facing products that are coming at us everyday – some good and of course some bad. An investigative service trying to uncover why local startups fail so we can all learn from it. Alas – I don’t have the time. I am too busy with Spuul and my family to take on any more tasks. I will keep up my mentoring and writing as I see fit. The podcast idea is still brewing cause I miss TWIA and figure there is still some local demand for a good audio feed.

That being said, unlike my time at Yahoo, I am not running around at events or attending many startup focused conferences. Which leads me to another need in the local ecosystem, there are not many events or communities to lean on for those in the local startup land that are a few years in and maturing. This will hopefully improve over time.

Back to some of my thoughts on the article…

– I think seed funding is getting pretty easy to get. However it might all depends on your definition of it. Let’s say less than 150k USD for starters as a rough estimate. I think anyone with some connections, a good idea and some perseverance can land some money in this range. But anything past this I think is hard – there are some trends that buck this. Do something in ecommerce or transportation and for some reason the money is just flowing. Try to do anything with a large risk portfolio, hardware or enterprise and I think the money is much harder to find. Jump in the 150k to 1 million range and unless you have rockstar metrics, a super connected angel or crazy PR – it gets quite hard to find. This is from my personal experience and what I hear from companies I either mentor or talk to a fair amount.

– Location is still tricky. We at Spuul experience this some. The local press tends to pass us up cause they don’t see us in Singapore much. The Indian press always wonders why we are not in India and the USA press tends to overlook global plays from Singapore in general. I think the funding conversations take a similar tact at times. I think for location to work well for you it might make sense to be sure that you can dominate in the market where you have your HQ. Then figure out your regional play and maybe the globe later. Saying you are here and working on the globe might not work for those that like a tangible way to grok things. Of course you may have built something killer or viral that just works for everyone. I am speaking in terms of products as well – not the notion of outsourcing or being a vendor.

– The silicon valley stigma. I look at this one from a different angle than others. I base this on doing some focus groups with yahoo and talking with anthropologists who also study tech. If you get in a room in let’s say in Indonesia. You have a set of normal people who use tech and the internet. You present them with a novel product idea, some screens and user stories. You ask some of these people would they use this if it it came from Indonesia. Or Singapore. Then ask some of them would they use it if it came from Silicon Valley. What happens is they almost always get more excited about the product from the valley. Always. I don’t think this will change anytime soon. It is no different than people loving a Hollywood movie. It is not about what is better but just the cultural aspects that appeal to folks. I think startups in the region have to contend with people on a very local level to win or doing something very unique. If you build something similar to something else that comes from the the valley I think it won’t be successful. Granted this does not pertain to closed or unfair markets like China or say Vietnam who don’t allow truly level playing fields.

The local scene is exploding – just figure out where to make your mark.

Hong Kong versus Singapore

This is a good read :: http://ventureburn.com/2014/08/hong-kong-and-singapore-meet-the-evil-twin-startup-ecosystems-of-southeast-asia/

I won’t really dig into the startup issues cause my experience with startup land has mostly been from the HQ of Singapore. When I lived in Hong Kong, many moons back for about 5 years, I was focused on enterprise software and at the time Hong Kong made more sense. We were looking to grow in North Asia and Hong Kong was the better location for that. I think back in those days everyone felt that the “gateway” to China was Hong Kong. Now it seems the gateway to China is going to China. So for some the need to be in Hong Kong makes less sense than it did before.

Singapore is sometime’s known as the “gateway” to other parts of SEA region. Again – if you want to focus on Indonesia, you can just setup there. However maybe it is better to establish your HQ in Singapore for various legal reasons. Of course if you are looking at a regional play – Singapore makes a great base for SEA – easy to argue that this is a better place to setup than Hong Kong. It could be that for startup land the North Asia, SEA/South Asia split still plays out. You want to tackle Taiwan, China, Hong Kong, Korea and Japan? Hong Kong makes a good base. You want to go for India, Pakistan, and SEA? Singapore is the better choice.

However – maybe you plan on going after the globe, this is what Spuul is doing, and you still need a home base in Asia. For this I reckon that Singapore is the much better bet than Hong Kong. Again here I am not commenting on the HK ecosystem or the I want to live there and do a startup. Or I find HK is a better city for me so I plan on doing my startup there. Great. You should do it wherever you want. That is the cool thing about doing a startup – for the most part location doesn’t matter. I will write some more about this though since I have some stuff to debunk from this article :: http://thenextweb.com/asia/2014/08/23/time-founders-southeast-asia-accepted-location-used-advantage/.

So back to the I want to tame the globe and I plan on living in Asia – which place is better? Hong Kong or Singapore? I think for this decision to be made one has to dive into some of the practicalities of living – not just the startups issues. On this note I think Singapore is the only choice. Reasons:

– The air is much cleaner. Hong Kong air pollution is epic and worsening.
– Much easier to have a family in Singapore. Yes – not all startups are devoid of real adults, with families. Singapore is easier to manage a family than Hong Kong.
– Public schooling is English first in Singapore and much more modernized. In Hong Kong an expat must put their kids in International Schools unless they speak Cantonese as their main language.
– Permanent residency is much harder to obtain in Hong Kong. Seven years of residency and employment prior to applying. I got my Singapore PR in less than 3 years of working in Singapore.

I am sure there are other issues to consider or even good reasons to refute the list above. Local people may not need to factor any of these issues but I would argue that startups are global in nature with employees from all over the world. These employees will look to settle, have families and for this – Singapore is the obvious choice.

App store hell…

I have written about this before and just had another experience with Apple that reminds me how broken the whole process is.

First off Google is broken but in another way – Google let’s everyone and everybody publish anything – you can steal an app, pirate content and break lots of rules but you can still publish on the Play Store until someone alerts Google. Then they may take it down but not always. Google should change their process to vetting every first time app from each developer. They check the app and if cool it hits the store. If is is not cool the developer needs to address it. If they don’t address it the app is not published and this bad mark, so to speak, is remembered. Developer tries to publish another app under the same account and the same process is repeated. Once said developer is allowed to publish a valid app then Google let’s that developer publish without anymore reviews. This would help, but not alleviate, some of the crap in the Play Store. It won’t fix it but at least create some barriers to entry. God knows there are enough apps.

On the Apple side the issue is broken the other direction. Here we have an app that has been around for a few years and still go through the same process as a new app or new developer. We have the normal review time and all that jazz. What is worse is our history means nothing and Apple does make mistakes. Their reviewers don’t always read the notes and reject the app due to not reading the notes. We lose days when this happens. Then we have to either leave rejection comments or republish the app – thus waiting the same review period. Developers should go through the review for a new app and maybe till the .2 or .3 release. Then Apple should let the developers publish at will until they do something wrong or break a rule. Then they are back to square one with some rules for getting out of the review doghouse. Not saying this is a perfect solution but something is better than waiting a week or sometimes two to publish an update to a mature app due to reviewer incompetence.

Let’s also note that this review process does not ensure quality around apps or keep the crap from proliferating in the App Store. Tons of crap and zombie apps in the App Store.

Either way I am baffled that two companies making billions off of phones and apps can’t spend some time fixing the developer process. Just Silly.

How I try to Product Manage… (part 1)

I am usually brutally honest. I am the first to answer I don’t know when I don’t and when I think I know I tell it like I see it. I probably need to take my own advice here more often and getter better at the soft middle of knowing and not knowing. Hell – we all can get better at what we do right?

That being said the role of product management is like a craft one hones over time. I don’t think it is easily taught and I don’t think it is easily learned. It comes with time, experience and lots of mistakes. I excel in the lots of mistakes category so I guess in some sense I am still learning and trying to improve.

I try to listen to lots of podcasts, still haven’t found a good PM podcast, and I read a lot. Plus – I try lots of products. I use my own as well. Personally I am always baffled when you hear people give product advice and you find out they don’t use a lot of products apart from the main ones everyone uses. There is no right or wrong when it comes to product taste since it is a taste and I think taste improves with experience. So I like the school of hard knocks when it comes to acquiring taste – you have to have built some things and you have to have used a lot of things. Of course this is not relevant to the folks who have an idea and build their own stuff – I think that is a different form of PM. I wish I was talented enough to have the coding skills to build my own stuff but alas I don’t. Probably never will.

All that being said I am always looking for tools and techniques to get better at what I do.

Over time I keep settling on the same stuff:

– email
– dispatch
– evernote
– asana
– slack
– spreadsheets
– keynote

I use lots of little things for idea tracking or idea generation or I guess note taking, but still don’t have something I love:

– paper with the paper stylus
– vesper
– IA writer
– probably other things I can’t remember and also just a normal notebook

So I use the tools to manage the team and other tools to convey ideas to the people in the company. I guess then the rest of it is the things I use to manage myself, my ideas and my communication. Communication is so huge and this is why slack is just taking off like a rocketship. Communication is key. Really interested to see how slack will tackle email. Asana is partially tackling email but I will admit that a lot of my interaction with Asana is actually via normal email.

Looking for any comments or ideas on this stack of ideas or products.

I will follow this up with a post for how I manage the team so to speak. Or shall I say unmanage them…

More semi-random thoughts on the consumer services wave in Singapore

Had the pleasure of meeting Jeremy yesterday for a coffee finally. One of those people I would chat with over twitter but we had never met in really life. We chatted about the local startup scene, our tour of duty in Asia, politics and of course – consumer services. More info on Jeremy here – http://www.loosewireblog.com/about

Back to the consumer services thing – what I find fascinating is that essentially two girls with an idea and some money can start a consumer services company overnight. Which is cool but unfortunately what happens is that a service is now offered to the public before it is really ready. A blog or some website that is not selling anything doesn’t really factor here but if a service is selling something then it gets real. The customer expects it to work. Just heard about a local service yesterday, JFDI company, that woefully missed their scheduled delivery window with nary a phone call. Pretty much a fail on all levels for a company that has to show up on your doorstep at a specific time.

My own story about iCarsClub hints at a bigger issue which is a well funded company in some ways is no better in delivering their service that a not well funded company. Just look at the comment train for similar experiences to my own.

To summarize, I searched for and called up all the car owners (90+) as shown in the system and was unable to even book a car for just an hour (I had reduced my initial idea of booking for 6 hours down to just one hour to see the response).

Being utterly disappointed in the system, i promptly called up the hotline intending to withdraw my credit and but was simply met by an utter silence. No pickups and no return calls. I will be posting a formal complaint (claim) against the company for intentional fraud or otherwise to the small claims tribunal if there are no answers from the company in the coming week.

And imagine my surprise when I came upon news that the company has recently secured $10 million in Series A funding, with a purported 1,400 personal cars available for rental in Singapore, when in actual fact, reality depicts otherwise.

What I am still surprised about is no one in the local media seems to think it is worthwhile to follow up on funded companies to see how they are doing, how the consumer is fairing and a general update on the progress. Maybe there is no money or readership in this – I don’t know but I think there are people who want to hear about it. A product idea is brewing – but I don’t have the time. My take on iCarsClub is they care more about rapid expansion than about the quality of their service. To this day no one has responded to me about my experience or review. Huge customer service, social media fall in my opinion. If this was my service and someone wrote about it I would be chomping at the bit to respond and hopefully correct the perception. iCarsClub clearly doesn’t give a shit.

Recently tried Redmart and everything worked as planned. They did not have one item – I need to see if the refund processed on it.

This is the new thing I want to try :: http://www.joob.sg/juice-detox-program/

Feel free to leave comments about any experiences you had with local services.

iCarsclub :: Review

I have been quite vocal about my experience with http://www.icarsclub.com because I was looking forward to taking advantage of it in Singapore. People outside of Singapore may not know that owning a car in Singapore is for rich folks or people who don’t mind 1/3 of everything they make going to towards their car. I see in my own condo building, not high end, very expensive cars that look to be rarely driven. I am sure these folks are car poor cause if I had that kind of money I would probably be living in a bigger pad. In Singapore some locals choose to live cheap but own a car – I guess some sort of status symbol of sorts. All that being said though, it is nice to be able to get in a car once in a while, especially when one has a family. Sometimes the public transit thing is just a lot of work if one wants to roam around town on errands or go somewhere slightly further than normal – like the Kranji countryside for example. Taxis are okay in Singapore but if you were to use one all day it would be cheaper to rent a car – even UberX is awesome (prices in Singapore are the same as a taxi right now) but yet using Uber all day would still be more than renting a car.

So the idea that I can share someone else’s car for a day at reasonable rates without the hassle of dealing with a rental car company is appealing. Enter iCarsclub. Find a car near you, rent it online, go drive it and return it. Sounds great but what I discovered is the promise is so much better than the execution. I will add I successfully rented a car yesterday and all in all was a great experience but the issue is dealing with the service and the company – not the driving experience.

The way it works with iCarsclub is to go online to their site and submit the docs you need to get verified to rent cars. No biggie – it says it takes 3 days. Right. It actually took 3 weeks to get approved which I assume is just cause there is either a backlog or no one working on it. The frustrating part is when I used their support to check in on things – there was never any reply. To this day actually not one support email has been answered. Then I took to twitter – no replies. Left a message on their Facebook page – no replies. Again – to this day there has never been any replies to any of my social media messages. None.

Approved and ready to rock I started to find a car. The selection is actually pretty good and I was surprised to find some pretty cool cars but I was looking for cheap and no too far away from me. This is where I found the service to be badly implemented in that it looks like pretty much all cars are always available but what happens is that the owners of the cars are not blocking their own usage. It only shows when someone else has rented the car. For the first car I rented, which means you have to pay all the fees associated with it – will discuss the payment stuff more later, everything appeared to work fine. Yet moments after reserving the car and paying for it the system would sms tell me the owner rejected my request. Of course being the ass that I am I would sms the owner back to ask why – first owner said his car was in use every Sunday and I asked him why he didn’t block it as so. He said he wasn’t aware of needing to do that. So the owners are just accepting or rejecting based on their schedule versus updating the system to say the car is blocked. Lame. What’s lamer is I as the user can’t leave a review on that car since one can only leave reviews when you have rented the car already. This is silly.

So minutes later I found another car, I got the refund from the last attempt which is not a refund but a credit to the rental account. This is not a huge deal but when you get rejected a lot this could be frustrating but it seems there is a way to force a refund but I didn’t try it. The next rental went the same way – the user rejected it mins later. I again sms’d them and the owner said they were using the car for personal use. Again I asked why they didn’t block it and they didn’t reply. It seems the owners are not at all aware of how to use the system properly.

Finally I rented a car and everything was confirmed for Sunday at 2pm. Around Sunday at 12 I sms’d the owner to confirm pickup spot. Owner replied that he had canceled the rental due to car trouble. Did I get a cancellation message – no. Owner said to call iCarsclub but I didn’t have a number. No where in all the emails and sms’s did I see a number. While this was happening someone called me from iCarsclub. A no caller ID call that I almost didn’t pick up – I don’t get why they can’t use caller ID so that one can at least see a number and call back. I answered and they said they were canceling the car and the money would be back in my account and that I would need to find another car.

Since I finally had someone on the line I decide to go all in and ask what the fuck was wrong with them.

Let me summarize some of this:

Q/A –

Why is no one responding to FB or twitter :: They don’t think they need to reply to social media. Plus they are busy opening China.

Why does no one respond to the online help system (powered by Zopim) :: They never got any emails from me. (I sent 4).

Why do the owners constantly cancel versus blocking their cars :: They probably don’t know how or are lazy.

Why can’t we complain in same way about these owners :: They don’t want any bad feedback about owners since they may leave the system.

Isn’t the users renting just as important as the owners when it comes to service :: No comment.

I tried to dig in more but the guy obviously didn’t know much and said he would try to find another car and sms where it was. I still needed to go online and book it.

Which I did and the request was confirmed by the owner. He sms’d me to say where is was, same as what the system was saying, and that it would be unlocked with the keys in the glove box. Now this is where it is weird in that with a country like Singapore this might work but in most countries I would want that car locked until it unlocked for me. How else would you know you are safe or that someone did not tamper with the car resulting in some damage that I might have to pay for. For this transaction it was on a nice street and in broad daylight but who would want to rent a car at night that was unlocked for example? Not me. This is where I am not sure if they don’t have the tech to remote unlock and lock stuff or if this is just how the owner does it. It worked in this situation but I don’t think this is scalable or would work outside of ultra safe countries like Singapore.

I grabbed the car and settled in. One thing I forgot was to get my own cash card for ERP and parking – I don’t remember this being in the tutorial but is pretty important in Singapore since pretty hard to get around without it. Fortunately I could stop into any gas station and buy one. Small Singapore formality that cannot be forgotten. I used the car almost all day and even extended it by 30 mins cause we were late getting home.

The return consisted of parking it back on the street in that same place and putting the keys back where I found them. Of course the car was unlocked since that is how I found it. I did use the system to end the time and stop the insurance but this did not involve remote locking it. Once again I see where this could be problematic – what if someone stole it right after me or took something from it. My time would be marked as over but would it come back on me in any way? The system should do remote lock and unlock or something more secure.

It cost me bout 85 SGD for everything. I don’t know how that compares to a car rental – I need to check but my experience with any car rental is this was less hassle. All of our trips on public transit would obviously be much less but I don’t think we could have covered the same ground by bus and train in the same time period. Taxi’s or uber covering all the same ground would be much more. A combo of transit and uber would be much less and doable but still the hassle factor is much higher.

So this worked for me. I got to use a car for a part of the day. We will most likely do it again and I don’t think there is another option besides iCarsclub but this product could use a lot of help. On the payments since this service suffers from what a lot of services in Singapore suffer from – they only accept PayPal for credit cards via PayPal. No drama since credit cards are the norm here but the process is so cumbersome and web only. Payments in Singapore for online services need some competition from the likes of Strip and others ASAP.

ICarsclub needs to hire some real product folks to make this work.

Consumer services update – iCarsClub, veggies, and broken iPhone 5

So after about 2 weeks http://www.icarsclub.com finally approved my application for their service. I think it normally takes 3 days or at least that is what they say. Still no replies to my support emails or tweets. A fail then on all levels for customer service – what if I start using the service? How do I reach them?

On the vegetable front I tried this place :: http://www.greencircle.com.sg. In general it worked well but I think they could communicate a little better. I did the online order form which sends you a confirmation email. After that nothing happened but then my wife rang me to say someone left a box of veggies at our door. We didn’t know when they were coming and yes, get this – I never paid them. Still need to work that out. Veggies are good though and I will use them again. I might even pay them too. 😉

Last but not least my little girl dropped my iPhone 5 face down on the train yesterday and shattered the glass. I hunted around for someone to repair it near where I live and found this guy :: http://mworks.weebly.com. He quoted (130 sgd) over the phone and I went right over. Fixed it in like 20 mins and put a nice screen cover on it. Very friendly guy that Vincent and does awesome work. Even corrected one of the dents on the side of the phone so the new glass could lay down all the way into the phone. I may take him my bashed iPad mini and my other iPad with cracked glass. Highly recommend his work.

back to work…

Fear BizDev

So JDFI 2014a is over. Check the videos here :: http://www.youtube.com/watch?v=QO7W6ePtwM8&list=UU77igO-PM8Ww1pWCjfYdfUw

What a great event and investors are frothing to get at the startups. awesome.

I had great fun mentoring a few of them.

I have had some follow up talks post demo day and I thought I would share one tidbit.

There is always a few big companies swarming around startups looking to grow their own business via partnering with a startup. Startups are small and looking to grow so initially the thought of working with a big company looks really appealing – a growth strategy of sorts. Well – let me warn you – many times partnering or doing some sort of business development deal #BizDev can usually be worse than not partnering at all.

Some of the pros:

– Getting users
– Getting traffic without paying for it
– Getting some PR
– Being able to tell investors you are working with or have signed a deal with so and so
– Learning from a big company

But in reality what can happen is the cons:

– It might take months to bring the project online
– You will have all the red tape to sort
– You will be at the mercy of the big company development and QA schedules
– Investors will think that the deal is more important than it really is and hound you about it. Not realizing the schedule is now out of your hands
– You might find that the cost of the users was more expensive than just buying the users via marketing
– You probably won’t learn a lot from the big company cause in reality they are learning from you
– The PR is not that big of a deal – sure it helps but it won’t make your startup

I am not saying don’t do #BizDev but have a healthy skepticism for how hard it is, how it may slow you down and how it may throw you off your core business plan.

Sometimes #BizDev is better in the middle stages of a startup than the early stages.

Just saying…

AWS does need to get a mobile story together

I am a big fan of AWS but I will call a spade a spade – their mobile services suck but really they just don’t have any.

Good article on the current situation is here :: http://gigaom.com/2014/07/08/cloud-favorite-aws-is-finally-ready-to-join-the-mobile-development-services-party/

We love AWS at Spuul and wouldn’t be here without it. Yes – you can find cheaper services to run virtual machines on – we know that but when it comes to running a global service with servers we can spin up around the globe – I still think AWS has no equals. None.

However doing some simple things on AWS for mobile is well – not simple. We tried to build our push messaging stack around it and we hit too many walls and had our messages capped per day. AWS had no concept of our user base and the ability for us to buy messages in volume. We went to PushWoosh cause it was simple and cheap. Everything else we do we hand roll behind an API that we run on AWS using AWS services. We always try to use a service versus install code on a server so we have less things to support and update. This keeps our admin headcount low. I won’t tell you how low but let’s say it can’t go any lower.

MSFT is doing a good job with mobile services but I have no first hand experience with it but I know they make some things dead simple – like push messaging, among others. AWS is never really dead simple but it works and you know what you are dealing with.

Mobile is the thing and my guess even the next thing is all about – mobile.

AWS needs to up their mobile game.

I am watching.

Any yes – Brazil really did get spanked.

The 3rd one

It’s more a question than a statement. All one has to do is watch WWDC and Google I/O to see that Apple and Google are in a league of their own.

I keep thinking that Windows Phone is the one holding on to 3rd place but it seems like they are barely holding on according to this – http://gigaom.com/2014/06/30/windows-phone-sales-are-falling-in-the-u-s-and-china-according-to-new-survey/. Meaning they are only going to get 3rd place cause no one else is doing better than MSFT. Kind of a sad state.

I still think a healthy ecosystem in mobile phones would be the best thing for all of us product folks but of course I say that knowing the truth of the paradox – I am rooting for a 3rd place but I am not using anything or building anything for the runner up. There in lies the issue – if no one builds for #3 then there won’t be a #3. We want there to be one but we are not really supporting anyone right now apart from the two lead dogs.

This is kind of scary.

I played around with Firefox OS some and well – it’s interesting but has a long ways to go before I would use it or build on it.

We can see BlackBerry is still trying, http://crackberry.com/exclusive-pre-release-review-blackberry-passport, but seriously would you buy one of these phones? I wouldn’t. Someone might but I think BB will be a niche hardware maker with an OS not many developers are going to build for. I guess they may eventually make a great takeover target for some Chinese handset maker wanting to hedge their android bets.

So where does that leave the playing field?

Apple and Google getting it all or will MSFT do something cool – other than add folders?