GNA 5 is back with another Asia-focused breakdown of the biggest stories in AI, chips, developer platforms, semiconductors, capital markets, and startup geopolitics

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📖 What We Cover

• Supabase’s $500M raise, GIC’s lead role, and why employee liquidity may become a startup hiring advantage
• SoftBank overtaking Toyota and what it says about Japan’s shift from car manufacturing to AI infrastructure
• Samsung, SK hynix, HBM memory, and why Korea’s AI chip boom is creating new wealth-sharing debates
• NVIDIA doubling down on Taiwan despite the geopolitical risk around chips, TSMC, and China
• DeepSeek’s $7.4B raise, founder ownership, state capital, and why it now looks more like a national AI asset than a startup
• Shadow AI, open-source model risk, package risk, and why some teams may isolate Chinese models before testing them
• Huawei’s push to reduce dependence on ASML and why lithography remains one of the hardest parts of the chip stack
• China’s tightening controls on AI talent, algorithms, travel, IP, and startup exits after the Manus situation
• AI chip smuggling and why physical demand for chips makes the “AI bubble” argument harder to defend
• ByteDance, China AI pricing, and why AI companies may need to shift from SaaS subscriptions to consumption pricing
• Twilio, outcome-based pricing, and why AI-era software may need new pricing models
• Airwallex, China engineering optics, US market trust, and what founders should think about when building global companies from Asia

👤👤 Anchors

• Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/
• Raz Kotler: https://www.linkedin.com/in/razkotler/

🔔 Listen and Subscribe

• YouTube: https://www.youtube.com/@TheGeneralistsPodcast

• Spotify: https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4

• Apple Podcasts: https://podcasts.apple.com/sg/podcast/the-generalists

🔗 Resources and Links

• Supabase: https://supabase.com
• GIC: https://www.gic.com.sg
• SoftBank Group: https://group.softbank/en
• Arm: https://www.arm.com
• OpenAI: https://openai.com
• Samsung: https://www.samsung.co
• SK hynix: https://www.skhynix.com
• NVIDIA: https://www.nvidia.com
• TSMC: https://www.tsmc.com
• DeepSeek: https://www.deepseek.com
• Tencent: https://www.tencent.com
• Huawei: https://www.huawei.com
• ASML: https://www.asml.com
• Twilio: https://www.twilio.com
• Airwallex: https://www.airwallex.com
• Stripe: https://stripe.com
• SuperAI: https://www.superai.com