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Page de couverture de 🎙️ EP 17: 680 Million People. 11 Regulatory Systems. 1 Opportunity: Turning ASEAN’s Chaos into Capital.

🎙️ EP 17: 680 Million People. 11 Regulatory Systems. 1 Opportunity: Turning ASEAN’s Chaos into Capital.

🎙️ EP 17: 680 Million People. 11 Regulatory Systems. 1 Opportunity: Turning ASEAN’s Chaos into Capital.

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 THIS WEEK'S REALITY CHECKThe 47th ASEAN Summit just wrapped in Kuala Lumpur. Trump was there. China's Premier showed up. Everyone talked about integration.Meanwhile, the smartest founders in Southeast Asia are betting on something completely different: That the chaos isn't a bug—it's the entire competitive moat.This episode unpacks why ASEAN's fragmentation might be its biggest strategic advantage, and what founders need to do in the next 24 months before the window closes.WHAT WE COVER🌏 The ASEAN Integration ParadoxWhy 58 years of "working toward unity" might be missing the pointThe middle child syndrome: Too big to ignore, too fragmented to dominateWhy EU-style integration would probably destroy what makes SEA interesting💰 Why Silicon Valley Keeps Failing HereGoogle, Uber, Amazon—the graveyard of Western tech in Southeast AsiaHow Grab succeeded where Uber failed (hint: it's not just execution)The competitive moat that only local players understand🎯 The Strategic Non-Alignment PlaybookMalaysia's simultaneous partnerships with China, UK, and U.S.Singapore's multi-ecosystem strategyHow to become the Switzerland of the tech cold war🏙️ The Tier One City ThesisWhy KL has more in common with Bangkok than with Alor SetarHow to think about regional expansion without waiting for perfect alignmentThe borderless team concept that actually works⏰ The 24-Month WindowWhy the next 2 years determine the next 2 decadesWhat happens when ecosystems lock inFive tactical moves that separate exits from shutdownsKEY QUOTES"What looks like chaos is just Southeast Asia building its own operating system." - Kevin"Grab took 12 years to navigate 11 different regulatory systems. That's not a bug. That's the training ground that creates anti-fragile companies." - Kimberly"The tier one cities have more in common with each other than they do with tier two cities in their own countries." - Kevin"Strategic non-alignment isn't fence-sitting. It's positioning yourself as the translator when two superpowers don't speak the same language." - KimberlyFEATURED DATA POINTS🌏 ASEAN population: 680 million people (3rd largest market globally) 💰 Combined GDP: $4+ trillion 📊 ASEAN age: 58 years old (middle-aged in geopolitical terms) 🚀 Grab market presence: 12 years across 8 countries 🏢 SEA Group: 10+ years building in fragmented markets 🏛️ Number of ASEAN regulatory systems: 11 different frameworks 💳 Payment structures: 10+ different systems across regionTACTICAL TAKEAWAYS FOR FOUNDERSIf you're fundraising:Default to regional thinking from day onePlan for 24-30 month runways (not 18)Map policy advantages across markets systematicallyIf you're scaling:Build borderless teams with deep local knowledgeStudy government priorities in each marketEngage regulators as partners, not obstaclesIf you're entering SEA:Don't wait for perfect alignment—it's never comingFocus on tier one cities firstBuild for fragmentation, not uniformityRESOURCES MENTIONED📄 47th ASEAN Summit Outcomes (May 2025) 📄 Malaysia-US Trade Agreement Details 📄 ASEAN Digital Economy Framework 📄 Startup ASEAN Summit Agenda🔗 CONNECT WITH US:💼 LinkedIn: Kim Yeoh and Kevin Brockland 📧 Newsletter:https://seaofstartups.substack.com/ALSO ON: Apple Podcast and Youtube TAGS:ASEAN, Southeast Asia, startups, venture capital, regional expansion, fragmentation, competitive strategy, market entry, emerging markets, Grab, SEA Group, government relations, cross-border business, tech ecosystem, strategic partnerships This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit seaofstartups.substack.com
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