This evening, I welcomed ASEAN leaders to the White House for the first time in history, and reaffirmed the U.S. commitment to Southeast Asia. We discussed the importance of working together to ensure security, prosperity, and respect for human rights for our one billion people.

Indonesia is back on the map. In the next decade it will only become more important econ.st/3EkbR5h

Grateful for ACV’s support since day 1! Thanks for having me at your AGM, looking forward to the next decade of golden age for Indonesian tech!

biggest story here: indonesia with the potential to become the world’s 4th largest economy by 2075

Full house with 1hr + wait at hotpot restaurant in the French Concession last Friday

Terrible take. Stop warmongering and get back to writing about logistics

2024 fundraising: ——— VC: Can you grow revenue while cutting costs? Founder: What? VC: Can you. Grow revenue. While cutting costs? Founder: I don’t know. I couldn’t say VC: Yes you can. You’ve had 42 years to think about it. And now it's here. Now you have to say

🏝️ Today Bali broke ground on building a subway that will connect the entire island Imagine taking the subway from Ubud to Canggu It will be done by 2028 and fully operational in 2031, so about 7 years away

This would be a game changer and Kargo Technologies would be down to support in anyway we can!

They just copy Silicon Valley Taobao = eBay JD = Amazon Wait, Wechat, superapps, O2O, social commerce, live stream BAN TikTok, Temu & SHEIN now!!!

Autonomous ICE vehicles? That's the hot take I've been waiting for!

Spent a few days in China end of ‘24—first time back since COVID. Shenzhen was electric. Cross-border ecom booming. Thought 996 was wild? PDD running 10-10-7 Buying the dip.

Art of the deal about to meet Art of War 😳

This is the most optimistic scenario of events unfolding today

Not so sure ASEAN won’t stand by as Chinese goods flood markets into their turf, risking crowding out SME, traders and factories shutdowns. U.S. tariffs already hit SEA hard—China’s glut could turn the RCP into a liability.

MAGA

I'm convinced all the noise around tariffs is to drive down the yield on UST. Treasury Secretary Scott Bessent has done this at Soros and the Pound Sterling, now he's doing this with the full power of the US Treasury with the RMB.

The Bessent Short

Record outflows from institutions and smart money. While retail is buying the dip. What will President Donald J. Trump legacy in the coming days