Sunday newsletter

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.

A breakdown of Meta’s US$900 million investment into the future of WhatsApp, betting K25.ai can break into SEA, and a Q&A with Kevin Aluwi.

Like bacteria, AI needs the right conditions to grow. We look at ecommerce for proof of this.

Demand isn’t the problem. Getting there is. Three stories on the distribution gap in Asian tech this week.