Sunday newsletter

Founders are supposed to take risks. What happens when their investors stop doing the same?

Why investors should buy Excel-run businesses, what SEA founders get wrong about the US, and more of this week’s top stories.

The elusive “secret sauce” to building a successful company isn’t what you’d expect, says one of Singapore’s richest men.

AI is a lightning rod for opinions these days, so here are two stories that highlight both the rush to invest and the need for cautious adoption.

Why hyperlocal VCs, a scrappy rocket maker, and AI wearables all prove the same point: There’s value in knowing your lane and staying in it.

Singapore’s next big success story will look very different from the Southeast Asia-focused giants that have come up.

Asia’s consumer and tech firms are adapting to new struggles and realities of the AI era, but their approaches can be best described as “still human.”

In another week filled with headlines about AI, I found myself learning from Spain’s World Cup victory and what it says about the power of consistency.

Why winning playbooks in one market can flop in another. Quick commerce, ecommerce enablers, and pizza all learn Ctrl+V doesn’t always work.

VCs are under just as much pressure to move fast with AI. The question is if adopting the tech makes them better investors.