How do you tell the difference between an AI bubble and a long-term reset of how the world runs?

Rajiv Menon, Managing Director at Cisco Investments and a 20-year veteran of the company, joins us to unpack how AI is actually showing up in enterprise technology—well beyond the headline frenzy. They explore what Cisco’s vantage point reveals about how the AI stack is evolving and why Southeast Asia remains a quietly powerful node in the global enterprise map.

Unfair Advantage explores how the people building, funding, and transforming Southeast Asia’s next wave of enterprise technology create—and sustain—their edge. Each episode brings clarity to what drives growth across the region’s fast-evolving innovation economy.

Hosted by Murli Ravi, Co-Founder and Managing Partner of Tin Men Capital, a Singapore-based VC firm focused on Series A B2B tech startups across Southeast Asia.

Have a question you’d like our guest to answer on the show? Submit it here: https://forms.gle/qsv93zWPMvG2L6zd8

Connect with Rajiv and Cisco Investments:

Website: https://www.ciscoinvestments.com/

Email: ramenon@cisco.com / hkey@cisco.com

UiPath’s rise from startup to global powerhouse is one of tech’s most dramatic growth stories. Malina Platon, who helped build UIPath’s go-to-market engine in its early days, shares what hypergrowth gets right—and wrong. We explore AI as enabler, channel-first strategies, hiring mistakes that stall momentum, and why she chose to build her next chapter in Singapore—where Southeast Asia’s founders are shaping a more sustainable playbook for scale.

Unfair Advantage explores how the people building, funding, and transforming Southeast Asia’s next wave of enterprise technology create—and sustain—their edge. Each episode brings clarity to what drives growth across the region’s fast-evolving innovation economy.

Hosted by Murli Ravi, Co-Founder and Managing Partner of Tin Men Capital, a Singapore-based VC firm focused on Series A B2B tech startups across Southeast Asia.

Have a question you’d like our guest to answer on the show? Submit it here: https://forms.gle/qsv93zWPMvG2L6zd8

Connect with Malina:

Website: https://malinaplaton.com/

LinkedIn: https://www.linkedin.com/in/platonandra/

Email: andra.platon@gmail.com

Two investors who bet on “boring but important” industries compare 2017 to now in Southeast Asia: why capital efficiency beats power-law heroics, how mid-market M&A delivers life-changing outcome, what local exchanges need to refine on rules and liquidity, and how public–private capital partnerships are reshaping early-stage funding. Plus, how parenting changes the way leaders make decisions.

Unfair Advantage explores how the people building, funding, and transforming Southeast Asia’s next wave of enterprise technology create—and sustain—their edge. Each episode brings clarity to what drives growth across the region’s fast-evolving innovation economy.

Hosted by Murli Ravi, Co-Founder and Managing Partner of Tin Men Capital, a Singapore-based VC firm focused on Series A B2B tech startups across Southeast Asia.

Have a question you’d like our guest to answer on the show? Submit it here: https://forms.gle/qsv93zWPMvG2L6zd8