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Analyse Asia

Apr 17, 2024

"So already this year we've rolled out 10 of these regions. So two in APJ and Kuala Lumpur and Hong Kong. But 75 of these locations by the end of the year along with our core computing regions will give us 100 locations where customers can run these workloads, and we're not going to stop there. So we're going to have...


Apr 9, 2024

"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing...


Apr 2, 2024

"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the media headlines. So I suppose my advice there is, never to accept clickbait at face value. If you're building a marketing...


Mar 26, 2024

"If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right? TikTok has more than 1 billion users globally and then the US represents just a little over a 10th of that,...


Mar 20, 2024

"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For...