In this episode, Brian and Jay discuss Karrot, hyperlocal communities, and the rise of french fry meetups in Korea.

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Join us as we discuss Hyundai Motor's sponsorship of the World Cup.

Join Jay and Brian as we discuss Coupang's growth in Taiwan and their international expansion.

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The information provided in this episode is for informational and educational purposes only and should not be considered financial or investment advice.

Join Brian and Jay as we discuss the latest meetings between Naver and Jensen Huang and their growing partnership in the AI infrastructure space.

Jay and Brian are joined by Won Kim, former investment banking associate at Citi, to discuss AI data centers and why Korea is the next architect behind the AI Revolution.

Join Jay and Brian to discuss the Korean business Jensen Huang is visiting on his second trip to Korea in 7 months.

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Show notes:

0:00:00 Celebrity Status

0:02:30 NVIDIA's Reliance on Korean Memory Chips

0:08:40 The Samgyeopsal Summit

0:10:30 Physical AI and the Future of Robotics

0:19:46 The Korean Stock Market Boom

0:23:25 Will Korean Chipmakers Dominate Long-Term?

0:35:46 The Search for a Global Korean Consumer Platform

0:49:16 The Rise of Asian Business Leaders

0:52:38 Who Wins the Physical AI Stack?

1:08:45 Geopolitics and the US-China-Korea Dynamic

1:14:26 Pop Culture

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Follow us on Instagram: https://instagram.com/unlocalizedpod

In this episode, Brian and Jay dive into the explosive growth of pop-up stores in South Korea, particularly in Seoul's Seongsu district. We explore the cultural drivers behind this trend, such as 'kidult' culture and the 'feel economy,' analyze the business and real estate mechanics making it possible, and debate whether experiential retail is a passing fad or the future of global commerce.

Join Jay and Brian for another episode of Unlocalized, where we are joined by guests Anna Tyan and producer Erica Choe. We discuss Chipotle upcoming first store open in Korea and the Mexican food scene broadly in Korea.