
Analyse Asia with Bernard Leong by Bernard Leong
Bernard Leong
Categories: Business
Listen to the last episode:
"Consumer demand will accelerate the need for security, privacy and regulation. Like zero-knowledge (ZK) where you can prove something is true without revealing all information. And of course, security infrastructure, which is very interesting and important at this current moment, even before the next bull market. For example, one of the companies we invested into Ledger, a digital asset hardware wallet. You basically have an app store interface where you can trade, you can stake. We see a lot of adoption of crypto in not just a retail space because of increased awareness, in the media, and new DeFi applications coming up, but also in the adoption of enterprise space. So a lot of these enterprises will be thinking to themselves, okay, in my treasury, not just do I need to hold USD and other currencies, maybe I need to also hold Bitcoins, or something else. DBS Bank, They're now holding some of this Sandbox Land, but where do they hold it? They can't hold it just in a wallet and then they throw it into some cabinet somewhere. They need to have the right, security hardware. So we believe this, will accelerate the adoption of applications like ledger, which is like a hardware wallet, for both retail and enterprise. So we believe that age-old saying of selling shovels during a gold rush is still very true." - Kelly Choo
Fresh out of the studio, Kelly Choo, founding partner from True Global Ventures discusses the state of generative AI and crypto in 2023 and what to look forward in 2024. Kelly started with his take on the recent departure of CZ from Binance and the ouster and return of Sam Altman in Open AI and how this impacts the AI and crypto landscape. From there, he broke down how they are looking at the next wave of generative AI companies specifically in the education, metaverse and legal space and crypto companies from ERC 6551 in non-fungible tokens (NFTs) to zero-knowledge proofs. Last but not least, Kelly defines what success would mean for both AI and crypto in 2024.
Episode Highlights:
[0:50] Quote of the Day #QOTD from Kelly Choo
[1:43] What has Kelly Choo been up to?
[3:19] CZ, Binance, and the Rise of Singaporean CEOs
[4:32] SamAltman OpenAI and Microsoft
[7:30] OpenAI Developer Event
[10:05] The Current State of GenAI
[14:41] What Kind of Business Models are Going to be Proving Successful in the GenAI Space?
[16:48] True Global Ventures and AI Startups
[19:23] Review of 2023 Web3 Megatrends
[28:03] What is ERC6551? AKA Programmable NFT's
[30:44] Web3 Tech We Should be Paying Attention To
[32:36] Impact of AI and Web3 on Gamer User Experience
[35:02] The Saudi Government Gets into Crypto
[38:55] Is the Apple Vision Pro a Game Changer?
[39:31] AR and VR Market Predictions
[41:01] BTC ETF and their Impact
[44:26] Regulatory Changes
[45:39] What Does Great Look Like for Crypto and Web3 in 2024?
[46:38] Closing
Podcast Information: Bernard Leong (@bernardleong, Linkedin) hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G.Thomas Craig (@gthomascraig, LinkedIn).
Previous episodes
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473 - The State of Generative AI and Crypto in 2023 with Kelly Choo Wed, 29 Nov 2023 - 0h
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472 - Undivided VC & Investing in the Built Environment & Sustainability with Alexander Bent Wed, 15 Nov 2023 - 0h
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471 - Decoding the e-Conomy SEA 2023 Report with Sapna Chadha and Florian Hoppe Tue, 07 Nov 2023 - 0h
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470 - Dow Jones & AI in Risk and Compliance with Joel Lange Tue, 31 Oct 2023 - 0h
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469 - The Art of Product Management with Tom Verrilli Tue, 24 Oct 2023 - 0h
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468 - Stripe and the Innovation of Financial Infrastructure in the Asia Pacific with Mike Clayville Tue, 17 Oct 2023 - 0h
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467 - The Global Crypto Adoption Index 2023 & Asia's Rising in Crypto with Kimberly Grauer Tue, 10 Oct 2023 - 0h
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466 - Snowflake & Trends on Data Cloud & AI in the Asia Pacific with Jon Robertson Tue, 03 Oct 2023 - 0h
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465 - Lenovo Solutions and Services Group & the Future of IT Services & AI with Arthur Hu Mon, 25 Sep 2023 - 0h
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464 - Product Evangelism and Canva with Guy Kawasaki Tue, 05 Sep 2023 - 0h
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463 - The Future of Generative AI in Southeast Asia with Ong Peng Tsin Fri, 11 Aug 2023 - 0h
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462 - How SXSW comes to Sydney with Colin Daniels Wed, 02 Aug 2023 - 0h
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461 - The Southeast Asia Investment Landscape with Jeremy Au Tue, 25 Jul 2023 - 0h
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460 - Lombard Odier & Key Trends in Family Offices across the Asia Pacific with Lee Wong Sun, 18 Jun 2023 - 0h
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459 - The New Gatekeepers & Evolution of AI & Web3 with Benedict Evans Sun, 21 May 2023
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458 - Is Asia the real growth story for web3 and crypto in 2023? with Cosmo Jiang, Jin Kang & Junney Kang Sun, 14 May 2023 - 0h
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457 - AC Ventures & Investing into Indonesia with Helen Wong Sun, 07 May 2023 - 0h
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456 - The Evolution of Tech Giants in China with Rui Ma Sun, 30 Apr 2023 - 0h
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455 - The Web3 Gaming Renaissance in the Asia Pacific with Serkan Toto Thu, 13 Apr 2023 - 0h
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454 - Building a Tech-Savvy Workforce and Amazon Web Services Training & Certification in Asia Pacific with Emmanuel Pillai Sun, 09 Apr 2023 - 0h
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453 - TKX Capital and Investing into Crypto in Asia with Chris Lee Tue, 28 Mar 2023 - 0h
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452 - USDC Depegging and what it means for Web3 and Crypto with Cosmo Jiang Thu, 16 Mar 2023 - 0h
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451 - Silicon Valley Bank's collapse & its impact on the Asia startup ecosystem with Shai Oster Tue, 14 Mar 2023 - 0h
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450 - Kleros 2.0 & Decentralized Arbitration in Web3 with Federico Ast Thu, 09 Mar 2023
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449 - Digital Report 2023 on Myth of Social Media Dying, Streaming Wars & Generative AI with Simon Kemp Wed, 01 Mar 2023
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448 - China & Taiwan Tech Giants in a Fragile Global Supply Chain with Tim Culpan Fri, 24 Feb 2023 - 0h
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447 - Expanding Solana to the International Community & Web3 Investing with Akshay BD Sun, 19 Feb 2023 - 0h
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446 - HERE Technologies and Digital Map-Making in the Asia Pacific with Jason Jameson Sun, 12 Feb 2023 - 0h
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445 - Qualtrics & Experience Management in the Asia Pacific with Brigid Archibald Thu, 02 Feb 2023 - 0h
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444 - True Global Ventures & Web3 Investment Outlook in 2023 with Kelly Choo Tue, 24 Jan 2023 - 0h
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443 - InsurTech in the Asia Pacific with George Kesselman Sun, 15 Jan 2023 - 0h
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442 - Climate Alpha with Parag Khanna Mon, 02 Jan 2023 - 0h
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441 - Genesis' potential insolvency & FTX collapse with Cosmo Jiang Thu, 22 Dec 2022 - 0h
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440 - The State of China in 2022 with Shai Oster Wed, 14 Dec 2022 - 0h
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439 - The 3AC Demise with Kyle Davies Thu, 08 Dec 2022 - 0h
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438 - Polygon with Sandeep Nailwal Mon, 05 Dec 2022 - 0h
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437 - Roche Pharmaceuticals and Transforming Healthcare in Asia Pacific with Ahmed Elhusseiny Tue, 29 Nov 2022 - 0h
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436 - ServiceNow & the Rise of Digital-native companies in the Asia Pacific with Mitch Young Thu, 24 Nov 2022 - 0h
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435 - Autodesk in Asia Pacific & Growth by Choice with Haresh Khoobchandani Mon, 21 Nov 2022 - 0h
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434 - Reality Platforms and Decentralized Mapping in the Metaverse with Alex Chung Wed, 16 Nov 2022 - 0h
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433 - Analyse Asia & China with Carol Yin & Bernard Leong Fri, 11 Nov 2022 - 0h
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432 - ADDX & Private Markets in the Asia Pacific with Choo Oi-Yee Mon, 07 Nov 2022 - 0h
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431 - Chip War with Chris Miller Thu, 03 Nov 2022 - 0h
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430 - The e-Conomy SEA Report 2022 with Stephanie Davis and Florian Hoppe Mon, 31 Oct 2022 - 0h
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429 - The Future of Work with Charles Anderson Mon, 24 Oct 2022 - 0h
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428 - AppWorks Ventures & Deep Dive into Web3 with Jessica Liu Thu, 20 Oct 2022 - 0h
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427 - TSMC & Global Chip Shortage with Jon Y Wed, 12 Oct 2022 - 0h
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426 - Surveillance State with Liza Lin Fri, 07 Oct 2022 - 0h
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425 - Flashpoints & Supply Chain Challenges in Asia Pacific with James Crabtree Tue, 04 Oct 2022 - 0h
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424 - QCP Capital & Crypto Derivatives Investing in the Asia Pacific with Darius Sit Mon, 26 Sep 2022 - 0h