Podcast: SEA’s shifting marketplace ecosystem
Tech in Asia · Peter Cowan
What was covered
Tech in Asia featured the BRAVE Southeast Asia Tech episode where Jeremy and Shiyan Koh review January Capital’s report on Southeast Asia’s tech ecosystem. (Summary from Jeremy’s archived show notes.)
Full article
Article text (9 paragraphs)
By Peter Cowan of Tech in Asia
BRAVE Southeast Asia Tech was recently featured on Tech in Asia for Jeremy Au and Shiyan Koh's review of the January Capital Report. Check out the episode here and the article below.
We recently shared a visual from January Capital’s annual report on Southeast Asia’s tech ecosystem, but the investment firm’s monthly reports are worth diving into as well.
The BRAVE Southeast Asia Tech podcast recently discussed the latest of these reports, with the episode focusing on the region’s ecommerce platforms with low margins. Hosts Jeremy Au and Shiyan Koh also explored changes in Southeast Asia’s SaaS market.
Here are four highlights we picked out from the episode:
6:09 – Why “the first leg of digitization is the marketplace leg” when it comes to commerce.
8:01 – How difficult it is for companies to position themselves as counterparts to marketplaces like Lazada and Shopee.
19:46 – Why founders today have a bigger appreciation of the value of SaaS tools.
23:40 – Why more startups beget more SaaS.
Archived copy of an article originally published by Tech in Asia. If the original page moves or is removed, this copy keeps it readable. All rights remain with the author and publisher.
Summary written from the publisher’s show notes. The audio itself wasn’t transcribed, so listen at the original for the full conversation.