daily newsletter
SCI Ecommerce’s troubles run deep
Inside SCI Ecommerce’s financial troubles, from suspected irregularities to a failed restructuring. Plus, Revolut’s Singapore expansion plans.
Traveloka’s profit puzzle
For this issue, we’ve updated our SEA earnings tracker with Traveloka’s latest results. Plus, Moonshot AI is inching closer to a Hong Kong IPO.
RedDoorz sees gold in domestic travel
We dive into RedDoorz’s profitability push and revisit our analysis of how SEA’s VCs are rethinking their investment tactics as AI reshapes funding.
GCash gets reality check with IPO
GCash set its IPO share price at 6.60 pesos, while Igloo is expected to hit EBITDA breakeven by year-end.
Ajaib’s valuation defies the market
Ajaib’s higher valuation comes as it expands its digital asset business, while Wiz.AI shows what a sharper focus on ROI can deliver.
Grab’s real prize in the Atome deal
Today we look at what Grab is really buying with the Atome acquisition and revisit the MoneyHero boardroom drama from our archives.
A SEA startup tracker worth bookmarking
Today’s edition offers a glimpse into SEA startups’ financials and a closer look at Shein’s slowing profits.
Nex AI’s founder on pulling the plug
Find out why a founder shut down his AI startup despite seven-figure contracts, plus which AI startups in Asia have raised the most funding.
Klook CEO on scaling through travel shocks
Klook CEO Ethan Lin on how the traveltech company navigates global shocks, plus the details behind Bitsmedia’s latest layoffs.
AI agent startups face Meta’s shadow
Today’s issue dives into the pressure facing startups building AI agents on WhatsApp as Meta goes after their customers with its own agent.



