Unreasonable: Recent Episodes
Unreasonable Podcast
Three leading venture capitalists and dinner pals based in Asia, Hian, Vishal and Michael sit down to discuss the unreasonable things that move the world – covering economics, politics and ongoing attempts to outwit each other.
SHOW NOTES
1:11 This is the last episode, why?
16:57 Our favourite episodes & what we loved about the podcast
26:34 What we would have done differently
33:25: What's next?
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES
0.32 - Introductions & what we’ve been up to, including Bhutan and Japan
11.21 - Here comes the Middle East, with a focus on Saudi Arabia
24.10 - 2024 reflections and 2025 predictions
39.42 - Closing out the year
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES:
0.48 - The Off the Record Party
8.06 - Riding cycles and motivating teams
21.05 - Taking a pulse on the media and startups
31.02 - Taking stock of the moment, thanks Poddster
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES
0.50 - Hian's epic trip
12.49 - Michael is sanguine about the markets & AI
19.18 - Revitalising stock exchanges
23.56 - Encouraging M&A and selling companies
38.50 - Has what is venture backable in SEA changed?
49.50 - Closing up, thanks Poddster
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES:
0.27 - Introductions, catch ups on recent movements, Hian turns 50
5.18 - Debating couple of questions from a breakfast meeting
20.22 - Malaysia - why now?
35.52 - Thanks Poddster, over and out.
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
Follow us here for more content:
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SHOW NOTES
0.34 Introductions, where they’ve been & fundraising
3.55 Questions we’re getting on Southeast Asia
8.32 How global is the tech opportunity?
13.20 Helping LPs frame the story - a focus on exits
29.26 Being in it for the long-haul
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES
0.25 - Who is Tom & where is Michael?
1.46 - Dive in with a Billion Dollar Whale
8.06 - The mainstream media problem
18.02 - The almost unbelievable stories Tom is working on
27.17 - The attention deficit problem with content
32.32 - Vishal concludes with something wise
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
Follow us here for more content:
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SHOW NOTES
0.00 - Introductions, we're now on video
0.41 - Hian wears two watches and nobody knows why
2.44 - Venture capital has a reputation issue, or does it?
25.35 - Is not the time for a stronger crop of companies to emerge?
29.50 - Southeast Asia might be turning a corner
40.04 - Personal reflections on the year that was
52.38 - Closing thoughts, thanks
53.55 - Michael says something very wise
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
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SHOW NOTES:
0.00 - Laser, fillers, and a red face
0.43 - Say hello to Koh Boon Hwee
2.24 - Koh Boon Hwee, startups and his first investment
9.12 A cold email leads to investing into Razor
10.58 Betting on the right person, but wrong idea
20.05 Making SGX a sustainable platform, Singapore & risk
25.30 - The market reset, investing on instinct, experts & lessons from his past
35.24 - Koh Boon Hwee, Hewlett Packard and a slide rule
40.09 - Investing on people inside or outside an industry
41.51 - The best and most enjoyable investments he’s made
47.10 - Being a founder of Sunningdale, holding on price & knowing your value
1.01.01 - The cost & sacrifices of success
1.02.28 - Close & thanks
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.00 -3.17: Two men walk into a bar, one is a VC
3.27- 8.18: Intros, birthdays and mercury retrograde
8.18 - 29.00: Becoming, being and seeing SEA venture capitalists for over a decade
29.00 - 39.50 Does venture capital need a rebrand?
39.50 - END: Mistakes, redos and do-differentlies
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.00-0.49 “Stop interrupting us”
0.49 -3.55 What’s been keeping us busy
3.55 - 10.45 - Checking in our (Hian’s, really) 2023 predictions
10.45-18.50 - The “Shou” trial: Tiktok vs. Congress
18.50-37.40 - Answering questions from our Unreasonable listeners
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
00.00 - Vishal has GREY hair
1.07 - Should you do an MBA, and when?
10.51 - What did Michael's grandfather tell him?
17.19 - Is making the perfect choice paralysing?
21.10 - What advice did Hian get about his peer group at 28?
28.15 - What is Michael's advice about being an angel investor?
32.50 - Wait, VC is not about investing...?
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES
0.00 - Intros & Defining the relationship
05:22 - Predictions for 2023
47.26 - Closing out
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES (with special guest)
0.34- Introduction
2.06 - Welcome to the unreasonable guest
7.33 - What it is to be a founder
13.18 - The 99.co journey and what kind of founder you need to be
19.40 - Adam Neuman is back and what a second founder should take away and learn
34.42 - how to select founders as an angel
42.26 - The role of a chairman in a nutshell
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
Show Notes:
00.00 Introductions, F1 and Singapore events
05:27 Discussing the e-Conomy SEA Report
20:04 Thoughts on EF leaving the region and deep tech
39:40 Closing thoughts and portfolio days
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.00- 5.18: Intros 5.18 -20.44: VC fundraising in tough times 20.44 -25.30: What it takes to pitch 25.30-35.24: The right shape of an LP pool 35.24-49.30: Rethinking valuations, intentions and adapting 49.30 - end: Closing remarks
The perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.28 Introductions 13.28 Crossover funds in SEA 20.40 Startups, valuations and raising 28.06 Startup founding, growing and exiting in down cycles 38.40 What to do as a founder now?
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Note: app perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
With unreasonable guest Gwendolyn Regina, Investment Director at BNB Chain.
SHOW NOTES:
0.00 Introductions 0.42 Gwen Introduction 2.40 Gwen’s career 6.48 The ecosystem - startup and crypto 11.14 Power of diverse experiences and a common thread 23.23 Breaking into the web3 community 28.58 BNB Chain 34.57 Key web3 themes 44.22 Emergence and complex systems 45.44 Life outside web3 for Gwen 47.29 Unreasonable does improv
Follow us at: https://www.linkedin.com/company/unreasonable-podcast/
Note: app perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
With unreasonable guest, Cameron Priest.
SHOW NOTES:
0.42 Introducing Cameron Priest and TradeGecko 3.56 The early startup scene in 2012 7.11 Knowing you've got product-market fit and scaling 9.04 Hire fast, fire fast and working with family 10.54 Ups and downs of the exit process and growing pains 16.50 The hardest things about being a founder and choosing the right B2B customers 21.22 From being a founder to being a small cog in a big machine 24.10 The benefits of voracious reading 26.06 Web3 and why it is unreasonably positive 28.24 Supporting the TradeGecko mafia (or Ecko's) 31.27 The pressure of outperforming your first success 33.00 A singularly unnecessary post-exit purchase
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Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
Happy Lunar New Year 2022
SHOW NOTES 0.00 Intros and the joy of a dinner 1.06 Vishal's origin story; from lawyer to venture capitalist 21.00 The mental strain on founders (incl. Hian's experience) 44.10 The pressures on venture capitalists 52.50 Closing out with catching Pokemons and a Happy Lunar New Year
Follow Unreasonable https://twitter.com/podunreasonable Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
Happy New Year!
SHOW NOTES: 0.00 Christmas travels, disconnecting and burnout 10.36 Trends for 2022 19.13 Web3.0 26.31 China3.0 36.52 Angel List as a true VC innovation 31.03 Quick commerce & Southeast Asia 41.03 Conclusions 44.09 Airplane films and cricket
Follow Unreasonable https://twitter.com/podunreasonable Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.00 Reflections, NFT exhibitions, cricket, Hian says’ cheeky monkey.’
6.08 VCs and fundraising
25.52 Thoughts on Sequoia and their new fund structure
37.01 Angel List as a true VC innovation
42.42 What's coming up for the Unreasonables
Follow Unreasonable https://twitter.com/podunreasonable
Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
SHOW NOTES:
0.00 Introductions, flying and the UAE 1.24 Hian and the Openspace origin story 11.21 What we look for in a founding team when they pitch to us 25.16 How we've seen founder's attract the right talent 37.24 Quick reflections on the Facebook/Meta rebrand
Follow the Unreasonable https://twitter.com/podunreasonable Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
http://www.talkingcock.com/html/cockmovie/
Show Notes:
00:00 Reflection on the last pod, the cease and desist 01:31 Failure, startups and investors 11:19 Why we like the underdog startups 16.40 Michael Blakey’s story, dyslexia and playing the system 19.22 Investing beyond Indonesia 37.08 Myanmar, startup experiences and the ASEAN summit flex
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Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.
https://donate.unhcr.org/sg/en/myanmar-situation?gclid=CjwKCAjwzt6LBhBeEiwAbPGOgQA2yWGLRgXBp8z1EWe5l0ok7O6DzOHySROKYc05U_zjry2L-aXLjRoC8ssQAvD_BwE&gclsrc=aw.ds
Show Notes:
0:00 Introducing the unreasonable 3 members and their stories.
17.14 Talking about Evergrande, the situation in China and what it might mean for Southeast Asia
34.28 Crypto-currency hype, China regulations, the DUPG framework, and a high-performing trading hamster
44.49 Singapore COVID, families and managing restrictions
51.27 James Bond, shaken or stirred?
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Note: all perspectives shared in the Unreasonable Podcast belong to the individuals and are not representative of any firm. This is not investment advice.