What we see,from the operator’s seat.

Industry Trends

Computer-Use Agents: From Demo to Deployment

If every model can click, clicking is no longer the moat.

Industry Highlights · Sep 2026

1 Sep 2026Read →

Industry Trends

MCP (Model Context Protocol): The Plumbing of the AI Agent Economy

When fierce competitors steward the same standard, something structural has shifted.

Industry Highlights · Aug 2026

4 Aug 2026Read →

Case Study

Case Study: Cursor

Cursor won on workflow integration and immediate user value, not the biggest model.

Industry Highlights · Jul 2026

7 Jul 2026Read →

Investment Lens

Investment Lens: Episode 3, When AI Makes Everyone a Builder

What investors look for when AI makes everyone a builder.

15 Jun 2026Read →

Industry Trends

AI Payments Are Moving Closer to Reality

In agentic commerce, payment rails may be replaceable. Trust won't be.

Industry Highlights · Jun 2026

2 Jun 2026Read →

Industry Trends

AI Agent Economy: Hype vs Real Revenue

From copilots to economic infrastructure. Utility first. Revenue next.

Industry Highlights · May 2026

5 May 2026Read →

Industry Trends

From SaaS to Systems of Action

From systems of record to systems of action. Repricing underway. Selectivity rising.

Industry Highlights · Apr 2026

6 Apr 2026Read →

Investment Lens

Investment Lens: Episode 2, AI and the Future of Software Building

Can one engineer with AI replace an entire developer team?

2 Apr 2026Read →

Industry Trends

US VC 2025

Concentration at the top. Reset beneath. Recovery in progress.

Industry Highlights · Mar 2026

3 Mar 2026Read →

Industry Trends

Invest in SEA Digital Economy 2025

Beyond adoption and scale: monetisation, convergence and more selective capital.

Industry Highlights · Jan 2026

31 Jan 2026Read →

Industry Trends

Fintech Infrastructure 2025

Infrastructure is now the core driver of fintech scale and resilience.

Industry Highlights · Dec 2025

31 Dec 2025Read →

Investment Lens

Investment Lens: Episode 1, Inside Fintech Investing in SEA

Inside fintech investing in Southeast Asia, with Le Nguyen of Taiwania Capital.

15 Dec 2025Read →

Industry Trends

SEA AI Outlook 2026

AI is no longer a trend. It is core infrastructure for growth.

Industry Highlights · Nov 2025

28 Nov 2025Read →

Industry Trends

Retail Reimagined in AI Era

AI is transforming retail from digital to intelligent.

Industry Highlights · Oct 2025

31 Oct 2025Read →