Posted on Leave a comment

The integrity gap in ESG tech: Why defensibility is the next frontier

The first wave of ESG tech won attention by making sustainability data easier to collect, organise, and present. That was enough when most firms were still trying to get a report out the door, stand up a dashboard, or show that they were at least taking measurement seriously. That phase is ending. There is a clear weight on sustainability-related disclosures being comparable, verifiable, timely, and understandable, while also requiring connected information between sustainability disclosures and financial reporting.

That changes the commercial logic of the software category. The enterprise buyer is no longer asking only whether a platform can calculate a number. Increasingly, the buyer needs to know whether that number can survive challenges from finance, internal audit, external assurance, regulators, and the board. This is the integrity gap in ESG tech. Many platforms can produce metrics. Far fewer can explain, with discipline, where each input came from, what happened to it in transit, which assumptions touched it, and why the final output should still be trusted. That is not a reporting nicety. It is becoming a buying criterion.

The market has moved from measurement to defensibility

The most important shift is not technical. It is institutional.

Sustainability information is no longer treated as a side narrative. It is treated as part of general-purpose financial reporting and explicitly says the information should be provided in a way that helps users understand connections across governance, strategy, risk management, metrics, targets, and the related financial statements. It also defines verifiability in practical terms, saying information is more useful when it can be corroborated directly or through the inputs used to derive it. That is a higher bar than modern ESG software was originally built for.

Why lineage matters more than teams realise

Data lineage sounds technical, but its real value is managerial. Data provenance in terms equivalent to a chain of custody, covering the generation, transmission, and storage of information in a way that can trace origin. That is exactly the language enterprise climate tech should now be borrowing. For a large company, especially in sectors like oil and gas, utilities, manufacturing, and heavy industry, a reported climate metric rarely comes from one neat system. It is assembled across operational data, finance systems, procurement records, supplier inputs, certificates, spreadsheets, manual adjustments, and judgment calls. If that chain is unclear, the number may still be useful for internal direction, but it becomes harder to defend as enterprise-grade reporting.

Also Read: ESG as strategic value: Why Asian boards must move beyond disclosure

This is not abstract. The core reporting principles of many protocols say transparency depends on a clear audit trail, references to methodologies and data sources, and information being recorded and analysed in a way that allows internal reviewers and external verifiers to attest to credibility. It also states that companies are responsible for the existence, quality, and retention of documentation so as to create an audit trail of how the inventory was compiled. It goes further and says an audit trail or similar mechanism is needed to show that no other entity is claiming the same environmental attributes. In other words, lineage is not an administrative garnish. It sits inside the claim itself.

The uncomfortable part for vendors is that dashboards are no longer enough

Many climate tech products were shaped by the priorities of an earlier market. They were built to speed up collection, improve completion rates, standardise templates, and give sustainability teams a cleaner operating interface. None of that is trivial, but it is no longer where strategic differentiation lives.

The next enterprise question is harsher. Can the platform preserve a defendable history of the number, not just its latest version? Can it show which emission factor was used at the time, who overrode a value, which source file was replaced, when a boundary changed, and whether prior periods were restated consistently? The emphasis is on connected information, consistent data and assumptions, and verifiability means the product has to support coherence across narrative, metrics, and financial context. A tool that calculates well but forgets its own reasoning is going to look weaker with every reporting cycle.

Auditability is becoming a commercial feature, not a compliance burden

This is the part many founders and product leaders still underplay. Auditability is often framed as a back-office requirement that slows the user down. In enterprise climate tech, it is becoming part of the product’s commercial value.

The reason is simple. Buyers are now under pressure to prove consistency between sustainability reporting and financial reporting, and assurance helps ensure that connectivity and consistency. That means a platform with weak controls around lineage, documentation, and historical traceability does not just create future compliance pain. It creates present-day buying friction. The product may look strong in a pilot, yet fail the moment the CFO, controller, assurance provider, or procurement team asks how the evidence trail is preserved.

Also Read: Why investors and customers are betting on ESG-aligned startups

That is why I suspect the climate tech category is about to split into two groups. One group will remain workflow-heavy and presentation-strong. The other will start behaving more like financial infrastructure, with native traceability, stronger version control, clearer source attribution, and a deeper understanding of what enterprise assurance actually demands. The second group is where the long-term value will sit. That is an inference, but it is a grounded one given where reporting standards and assurance expectations are heading.

What the next winners will build

The winning products will not simply promise better data quality. They will make integrity visible.

That means preserving source-level provenance rather than flattening everything into a final table. It means maintaining version history for methods, factors, boundaries, and mappings. It means showing not just the result, but the route to the result. It means keeping enough context so that an internal reviewer, auditor, or senior executive can understand why a number changed and whether the change was operational, methodological, or clerical. These are not exotic product choices. They are the practical extension of what the protocols already ask for in audit trails and documentation, and what is asked for in verifiability and connected information.

There is also a strategic opening here for firms that understand complex industrial reporting. Oil and gas is a good example. Many of the most material climate numbers in this sector are assembled across assets, partners, market instruments, engineering assumptions, and operational systems. That makes the integrity challenge harder, but it also means the value of strong lineage is more visible. In sectors where climate reporting is closely tied to capital allocation, operational performance, and external scrutiny, the software that best preserves evidence will start to look more useful than the software that merely looks modern. That is where differentiation becomes real.

Final thought

The climate tech market is maturing out of its measurement phase. The next contest will be about defensibility.

In the years ahead, the most valuable platforms will not be the ones that produce the smoothest ESG narrative. They will be the ones that can help an enterprise answer a much tougher question with confidence: where did this number come from, what changed it, and can we prove it. Once that becomes the standard buying conversation, data lineage and auditability stop being technical extras. They become the product.

Editor’s note: e27 aims to foster thought leadership by publishing views from the community. You can also share your perspective by submitting an article, video, podcast, or infographic.

The views expressed in this article are those of the author and do not necessarily reflect the official policy or position of e27.

Join us on WhatsAppInstagramFacebookX, and LinkedIn to stay connected.

The post The integrity gap in ESG tech: Why defensibility is the next frontier appeared first on e27.

Posted on Leave a comment

Ecosystem Roundup: GoTo turns profitable, but the story has changed

GoTo’s first quarterly profit is less a triumphant endpoint than a revealing pivot point for Southeast Asia’s tech narrative. After years of subsidy-fuelled expansion, the company has finally demonstrated that scale can translate into earnings, but only after becoming a markedly different business.

The headline numbers — positive net income, rising EBITDA, and strong cash flow — signal a long-awaited shift in discipline. Yet beneath them lies a more nuanced reality: profitability is being driven disproportionately by fintech, not by the ride-hailing and delivery engine that built GoTo’s brand. Payments and lending, with their superior monetisation dynamics, are now doing the heavy lifting, while on-demand services mature and grow more slowly.

This evolution raises a strategic question. Is GoTo still a super app, or increasingly a fintech platform with logistics attached? The answer matters because fintech brings both higher margins and higher risks, especially around credit quality, where disclosures remain thin.

Equally notable is what enabled this milestone: fewer incentives, tighter pricing, and a leaner corporate structure. Profit has arrived not through expansion, but through restraint.

For investors, the signal is clear. The era of growth at any cost is over. The next test is whether this new, narrower GoTo can sustain profitability without sacrificing relevance in an intensely competitive market.

REGIONAL

GoTo’s first quarterly net profit driven by fintech arm: Indonesia’s biggest digital ecosystem posted a first-quarter net profit of US$10.2M, reversing a US$21.8M loss a year earlier, with fintech revenue surging 58% to US$113.6M, now carrying the bulk of the investment case as on-demand growth slows.

eFishery founder handed nine-year jail sentence: Gibran Huzaifah was convicted of corporate deception, embezzlement, and money laundering after eFishery’s alleged revenue manipulation erased US$300M in investor value, rattling confidence in private-market due diligence across Southeast Asia.

TrueMoney Philippines winds down after a decade: The digital payments and remittance firm is ceasing all commercial operations in the country, having served over 5M customers and 20,000 SMEs across payments, lending, and insurance since its launch.

Indonesia mandates suspension reporting for under-16 accounts: Platforms must now publicly disclose how many accounts belonging to under-16 users they suspend, with rules affecting 70M children, though digital rights groups warn age checks expose sensitive data and are easily bypassed.

TikTok Go by Tokopedia targets Indonesia’s F&B market: Launched on April 29, the local services feature bridges content and offline visits via videos, live streams, and location-based discovery, as daily dine-in merchant orders reportedly rose more than 20 times in 2025.

Roblox moves to comply with Indonesia’s under-16 curbs: The US gaming platform has begun rolling out compliance measures following Jakarta’s tighter online rules for minors, though specific steps were not disclosed by the country’s communications minister.

Malaysia’s Qarbotech wins Grand Prix at SusHi Tech 2026: The agritech startup beat 820 applicants from 60 countries to claim JPY10M (US$62,000) for its nanocarbon photosynthesis-boosting agent, signalling growing global resonance for tropical-climate agritech solutions.

Cata raises US$5.3M to democratise F&B app tech: The Singapore-based consumer app platform closed an oversubscribed seed round led by Portage, enabling independent F&B and retail operators to launch branded apps with loyalty, payments, and CRM within days, with Germany as its first international market.

Cube raises US$3.7M to solve e-commerce data chaos: The Bangkok-based market intelligence startup secured Series A funding led by Betatron Venture Group to expand AI-enabled product tagging into North Asia and Latin America, targeting brands flying blind on fragmented digital shelf data.

FORMAS.AI closes US$3.98M pre-seed for AEC design platform: Led by Vertex Ventures Southeast Asia & India, the oversubscribed round will fund a platform orchestrating 60-plus AI models for architects, with users across 135 countries already generating over 500,000 designs organically since November 2025.

SiamDL raises US$7.8M to expand AI lending in Thailand: The Bangkok-based lender secured an oversubscribed Series A from international investors to scale its proprietary AI credit-scoring system, targeting underserved consumers and micro-entrepreneurs with thin financial records through its Bank of Thailand-licensed apps.

Philippines talent gap threatens strategic sector growth: A Monroe Consulting report warns that transformation is outpacing talent readiness across energy, finance, and tech, with above-market salary increases of 7–10% projected for automation, cybersecurity, and AI engineering roles.

Pandai’s low-cost growth playbook earns LSE 100x Impact spot: The Malaysian edutech startup scaled to over one million users with near-zero paid marketing and a 94% monthly retention rate, landing in the LSE initiative that identifies organisations with potential to improve one billion lives.


INTERVIEWS & FEATURES

Netbank CEO: We want to be the full meal, not just ingredients: CEO Gus Poston explains how owning the banking ledger rather than wrapping legacy infrastructure lets Netbank serve fintechs at startup speed, with FY2025 revenue up 88% driven primarily by QR.Ph payment volume growth.

SEON CEO: AI exposes weak risk operations, not fix them: Tamas Kadar warns that automating before defining decision ownership is the industry’s biggest mistake, with fragmented fraud and AML systems creating faster confusion rather than clarity across Southeast Asian markets.


INTERNATIONAL

Anthropic eyes US$900B valuation in new funding round: The Claude maker is in talks with investors for a raise that would top OpenAI’s valuation, as its annualised revenue reportedly hit US$30B driven largely by demand for Claude Code, though no term sheet has been signed.

Parallel Web Systems hits US$2B valuation after back-to-back raises: Founded by former Twitter CEO Parag Agrawal, the AI search and research API startup raised a US$100M Series B led by Sequoia just five months after its Series A, bringing total funding to US$230M with over 100,000 developers on the platform.

SoftBank plans US listing of AI robotics unit Roze at US$100B: Japan’s investment giant is preparing to spin off an AI and robotics company focused on data centre construction, potentially targeting a public debut as early as 2026 at a US$100B valuation.

Ant International bets on AI commerce infrastructure at scale: The Alibaba affiliate’s payments network now links 150M merchants with 2B consumer accounts across 220 markets, handling 20M daily transactions, while Alipay’s new tool enables merchants to accept payments made by AI agents.

US tech giants set to outspend China 7:1 on AI infrastructure: American hyperscalers led by Google, Microsoft, Meta, and Amazon are projected to spend over US$700B on AI infrastructure this year, versus an estimated US$105B by Chinese cloud providers constrained by chip export curbs.

Crypto equities plunge as big tech earnings impress markets: Macro pressures from surging oil prices and a hawkish Fed hammered crypto-linked equities (Robinhood fell 14%, Coinbase 6-8%) even as Bitcoin held near US$76,000, exposing how differently macro cycles transmit through digital asset layers.


CYBERSECURITY

After the breach: How companies respond now defines trust: A Penta report draws on 18 months of stakeholder sentiment data to argue that rapid transparency and visible leadership — not technical containment alone — now determine reputational recovery, with retail carrying the sharpest negative sentiment at minus 77.

SEA’s cyber market races toward US$10B fortress by 2030: With cyberattacks up 85% year-on-year in 2024 and the regional market valued at US$2.8B growing at 28.5% CAGR, Singapore-based Darktrace, Senzing, and CyberArk command 45% market share as detection times collapse from 21 days to 47 minutes.

SEA’s AI-fuelled cyber war: Six defining trends for 2026: As Southeast Asia’s digital economy surpasses US$1T, deepfake phishing attacks spike 150%, quantum-resistant cryptography becomes a regulatory mandate, and ransomware groups hit 40% more Indonesian SMEs, forcing startups and governments into agile defence.

US$1.5B crypto hack exposes exchange security gaps: The largest digital theft ever sent Bitcoin below US$80,000 and swung sentiment from extreme greed to fear overnight, calling for multi-layered technical infrastructure, human-centric protocols, and transparent asset management as the new security standard.

APJ finance faces 3.7B attacks as ransomware victims surge 204%: Akamai’s State of the Internet report found 92.3% of APJ finance sector attacks targeted banks, while zero-day and one-day vulnerabilities drove a 204% jump in ransomware victims, making zero-trust architectures and microsegmentation critical defences.

Diverse IT teams are a cybersecurity weapon, not just good HR: With women comprising only 34-40% of Southeast Asia’s tech workforce, organisations with homogenous teams miss region-specific attack patterns; diverse cultural and technical backgrounds improve threat detection, social engineering recognition, and compliance across borders.

Connected cars are becoming prime targets for cybercriminals: From the 2015 Jeep Cherokee remote hack to Tesla’s 2020 keyless entry vulnerability, smart vehicles face growing risks as decentralised security models like DePIN and Soarchain’s blockchain infrastructure emerge as more resilient alternatives to centralised systems.


SEMICONDUCTOR

Samsung Q1 profit surges 8x to US$38.9B on AI chip demand: Record-breaking memory chip revenue driven by AI server demand and tight supply pushed first-quarter operating profit to 57.2 trillion won,  surpassing Samsung’s entire full-year 2025 earnings, with strong second-half server memory demand expected as hyperscalers expand AI capacity.

TSMC exits Arm Holdings with US$231M share sale: Taiwan’s chip giant has fully divested its Arm stake acquired at IPO for US$51 per share, selling remaining shares at US$207.65 each through TSMC Partners, adding US$174M to retained earnings and completing a profitable exit from the British chip designer.


AI

Google DeepMind CEO expects AGI arrival by 2030: Demis Hassabis says the 20-year mission to build AGI is precisely on track, urging business leaders to treat the timeline as operational reality, and crediting DeepMind’s early success to pairing deep learning with reinforcement learning ahead of rising GPU power.

SEA’s AI agent opportunity lives in messy workflows: With the region’s digital economy at US$263B GMV, the clearest wins for AI agents are in fraud detection, BPO workflows, and healthcare admin — where operational drag, not a lack of intelligence, is the real bottleneck startups should target first.

How AI agents are quietly rewriting the growth marketing playbook: An always-on AI agent that flagged 18% of monthly ad spend burning with near-zero conversions illustrates how agents amplify human intelligence in marketing — but strategy, cross-functional trade-offs, and accountability still require named human owners, not autonomous loops.

AI agents and the end of the all-in-one employee fantasy: SMEs that have long searched for one person to do everything are finding that AI agents can carry much of the operational load, but the real risk is hollowing out junior talent pipelines before future managers have a chance to build judgment through real work.

Why startup founders shouldn’t trust AI to replace a PR team: A founder’s six-month experiment replacing his PR agency with AI tools produced flawless-looking outreach lists full of outdated contacts and generic thought leadership pieces, revealing that AI accelerates volume but cannot replicate the relational judgment of an experienced communicator.


THOUGHT LEADERSHIP

ESG tech’s next frontier is defensibility, not measurement: As sustainability disclosures are increasingly held to financial reporting standards, platforms that cannot explain data lineage, who touched a number, when, and why, will fail enterprise assurance tests, splitting the market between workflow tools and auditability-first infrastructure.

APAC founders must treat communication as a leadership skill: In a region where social media backlash goes regional within hours and regulations shift without warning, crisis-ready startups need pre-approved messaging templates, a single source of truth, and media relationships built before they are needed, not after a crisis hits.

The digital transformation lie SMEs have been sold: Most SMEs are drowning in disconnected tools rather than transformed by them, and the hidden tax of bad software — duplicate work, slow invoicing, blind spots — costs real margin daily; the winning platforms will be those that reduce friction before they sell a solution.

Accessibility in business is an ROI driver, not just compliance: With 1 in 4 US adults living with a disability and digital accessibility lawsuits rising annually, businesses that embed inclusive design into websites, documents, and physical spaces improve SEO, reduce legal risk, and expand market reach for all users.

Why exhibition leads fail and how to build a pipeline that converts: Most organisations invest heavily in booth presence but neglect the structured post-event follow-up process where momentum is actually won or lost: clear ownership, contextual data capture, and defined timelines matter more than visitor counts.

When collaboration systems break down in tech-driven workplaces: With 69% of APAC organisations on hybrid models and 6 in 10 employees reporting burnout, leaders must treat collaboration as intentional infrastructure, not a set of perks, using interactive digital tools to restore equity, alignment, and engagement across distributed teams.

Why eSIM is becoming as important as your passport: As global business travel spending grows toward US$1.57T in 2025, eSIM adoption is accelerating because connectivity must now be ready at the moment of arrival, not sorted out after landing, with travel eSIM users forecast to grow from 40M in 2024 to 215M by 2028.

The post Ecosystem Roundup: GoTo turns profitable, but the story has changed appeared first on e27.

Posted on Leave a comment

The rise of agentic work: Can AI replicate a team, not just a person?

The first wave of large language models won attention by replicating personal work. They wrote emails, summarised documents, generated images and videos, drafted presentations, and produced usable code. That alone was enough to reshape how many people think about productivity.

But the more consequential shift is now underway. AI is beginning to move beyond individual outputs and into business processes — the kind of work that has required a team, a set of procedures, and institutional knowledge that no single person holds alone. That is a fundamentally different challenge.

A personal workflow usually lives inside one person’s head and one person’s screen. A business process lives across a team. It depends on handoffs, approvals, coordination across systems, data from multiple sources, and rules for dealing with exceptions. What looks like a single task is often a web of hidden coordination.

As a venture capital investor, I have recently met founders working on exactly this problem — building agents for e-commerce operations, family office mid- and back-office work, and insurance distribution workflows. The first is trying to replicate much of the e-commerce COO function, from product selection and creative design to merchandising, operations, and logistics coordination. The second focuses on family office workflows such as capital call management, treasury handling of idle cash, reporting, analytics, and forecasting. The third is tackling insurance distribution, from lead qualification and product comparison to documentation, onboarding, and follow-up.

None of these is tools for isolated tasks. They are attempts to codify work that has always depended on coordinated teams — and that, until recently, was considered too messy and too human to automate.

Also Read: When collaboration systems break down in tech-driven workplaces and how to fix them

In the first phase of generative AI, the benchmark was usually the quality of the output. Did the model produce a convincing sales pitch, a striking design, a useful analysis, or working code? Once AI enters a business process, the measure of success changes. The real question becomes whether the system can move work forward reliably, repeatedly, and within the right constraints.

That is where the challenge becomes more organisational than technical. It is one thing to know your processes well enough to run them. It is another thing to describe those processes with enough clarity, consistency, and structure for software to execute them repeatedly. The gap is not necessarily in understanding. It is codification.

A process may exist in many places at once: in a standard operating procedure (SOP); in a manager’s judgment; in a spreadsheet passed around by email; in a series of unwritten escalation habits; or in the head of an experienced employee. Humans can work across that ambiguity because they improvise, ask around, and handle exceptions informally. AI systems are far less forgiving. They need the process to be legible.

This helps explain why so much enterprise software has historically disappointed employees. Many internal knowledge bases are hard to search, dry to read, and detached from the immediate task. Workflow systems often digitise the container of work rather than the work itself.

A good example is the office automation (OA) system common in many Chinese enterprises and state-owned enterprises. In principle, these systems were designed to digitise approvals, document flows, announcements, and internal coordination. In practice, they often became digital wrappers around slow, manual, and bureaucratic routines. The interface changed, but the burden did not. Employees still had to chase approvals, assemble context, and push work forward by hand. The process looked digital on the surface while remaining stubbornly manual underneath.

Also Read: When AI agents start deciding, what happens to human judgment?

One recent McKinsey report on the future of AI in insurance offers a useful glimpse of what automation actually looks like inside a complex workflow. Rather than describing agentic AI as a single smart chatbot, McKinsey breaks the process into a set of specialised roles: one agent gathers and clarifies information, another profiles risk, another structures pricing and product options, another checks compliance and fairness, another decides whether a case can be approved or escalated, and another learns from feedback over time.

A North American insurer even used agentic processes to uncover “implicit judgments” that experienced underwriters had relied on for years and codify them into new rules and protocols. McKinsey notes that this kind of embedded expertise — once invisible, now formalised — could become a central part of a firm’s intellectual property. In other words, the act of making a process legible enough for AI may itself create something valuable that the organisation never knew it owned.

That is the crux of agentic work. Replicating a business process is not simply a harder version of writing assistance. It requires structure: a defined task, authoritative data, decision rules, guardrails, confidence thresholds, and clear points for human intervention when reality diverges from the ideal flow. These are not merely model problems. They are organisational problems.

AI agents raise the possibility of turning organisational knowledge from reference material into executable behaviour. The real test is not whether a firm has documented its processes, but whether it has described them with enough programmatic rigour that software can carry them out repeatedly. The companies that get this right may find that codifying their workflows is not just an IT project. It is a way of discovering — and preserving — how the business actually works.

That, to me, is the real significance of AI agents. The age of agentic work may not be defined by whether machines can sound human. It may be defined by whether organisations can become legible enough for machines to work inside them.

Editor’s note: e27 aims to foster thought leadership by publishing views from the community. You can also share your perspective by submitting an article, video, podcast, or infographic.

The views expressed in this article are those of the author and do not necessarily reflect the official policy or position of e27.

Join us on WhatsApp, Instagram, Facebook, X, and LinkedIn to stay connected.

The post The rise of agentic work: Can AI replicate a team, not just a person? appeared first on e27.

Posted on Leave a comment

AI agents didn’t change how I write, they changed when I could start publishing

For years, content marketing was something many founders knew they should be doing but rarely prioritised early in their company journey. Not because writing was difficult. But because publishing consistently required a workflow: topic selection, search validation, editing, formatting, distribution planning and platform adaptation.

All of this added up to something that looked less like a single task and more like a small team function, often requiring at least a marketing manager and supporting execution capacity.

AI agents are changing that timeline.

They are not simply helping entrepreneurs write faster. They are making it possible to start publishing earlier, before dedicated marketing teams exist.

That shift is already changing how startups build visibility.

Content marketing used to depend on coordination

A single article rarely exists in isolation.

Even a straightforward piece often involves:

  • validating whether the topic matters
  • structuring the argument clearly
  • aligning tone with audience expectations
  • preparing metadata
  • formatting inside a CMS
  • adapting captions across platforms
  • deciding when and where to distribute it

None of these steps individually are complex.

Also Read: Malaysia’s Qarbotech takes top honour at SusHi Tech 2026 global pitch contest

Together, they create friction, especially for founders without a digital marketing background. Even my tech-savvy husband asked what a focus keyword or meta description was when he started planning content for his own website. That moment reminded me how invisible the mechanics of content marketing are until someone has to run them personally.

AI agents reduce that friction across the workflow, not just by drafting articles. As such, consistent publishing is now possible earlier in a company’s lifecycle than before.

Agents change execution capacity, not strategy responsibility

Many teams still treat AI as a writing shortcut. But agents are more useful as workflow collaborators.

Instead of asking whether AI can write a post, founders can now test whether a post is worth writing at all.

Agents can help:

  • compare positioning angles
  • explore topic clusters instead of isolated ideas
  • adapt content across multiple platforms
  • maintain tone consistency
  • shorten experimentation cycles

This shifts content marketing from production-heavy work toward decision-heavy work.

Also Read: When collaboration systems break down in tech-driven workplaces and how to fix them

Earlier publishing changes startup visibility dynamics

In Southeast Asia especially, many startups operate without dedicated marketing teams in their early stages.

At the same time, online visibility shapes:

  • investor discovery
  • hiring credibility
  • partnership opportunities
  • category positioning

Previously, consistent publishing usually followed scale. Now, it can happen earlier.

That creates a different starting point for how entrepreneurs shape their narrative. Instead of waiting until a marketing function exists, companies can begin building presence while they are still defining their category.

Why this matters for how founders build early teams

There is another shift happening quietly alongside this. Many early-stage founders still prioritise hiring sales before marketing.

The logic is understandable. Revenue feels urgent. Pipeline feels measurable. Sales conversations feel closer to outcomes.

But without positioning, messaging and content, sales teams often end up building their own materials as they go. That slows conversations instead of accelerating them.

Also Read: When AI agents start deciding, what happens to human judgment?

I saw this directly in a previous startup I worked in, where the sales team visibly relaxed once someone finally owned messaging and content. They immediately shared with me a long list of materials they needed in order to sell the company’s products and services with credibility.

Traditionally, the alternative was hiring a marketing manager earlier than founders felt comfortable doing. AI agents are changing that trade-off.

Founders can now support early sales activity with structured messaging, lightweight editorial presence and consistent narrative positioning even before a full marketing function exists. This creates a more balanced setup: sales teams still focus on conversations, while founders establish the materials and context those conversations depend on.

At the same time, it raises expectations for founders and early operators, including sales teams. When agents can support parts of the marketing workflow, people can no longer rely entirely on role boundaries. Early teams increasingly need to work across positioning, messaging and execution layers rather than waiting for a dedicated function to exist.

And despite the technical framing around AI, prompt engineering still behaves more like an editorial craft than a precise science.

Agents can accelerate output. They cannot decide what your company should stand for.

That part remains human.

AI agents make editorial testing cheaper

One of the less obvious effects of this shift is how it changes experimentation.

Founders can now explore multiple editorial directions before committing time to full production.

Also Read: Crypto plunges, big tech earnings are strong. So why are markets nervous?

For example, when evaluating whether an announcement or industry development deserves coverage, it is possible to quickly test whether it works better as:

  • a search-driven article
  • a founder-perspective reflection
  • a newsletter insight
  • a platform-specific short-form post

Previously, testing those options required drafting each version separately or consulting a PR agency.

Now the decision can happen earlier in the process. That reduces the cost of experimentation, and lower experimentation cost usually leads to better positioning decisions.

Agents expose weak content strategy faster

There is understandable concern that AI-assisted publishing will increase generic content online. That risk exists. But weak positioning did not begin with AI.

Agents simply make it easier to replicate surface-level strategies across the market. If content depends entirely on summarising trends or repeating competitor narratives, the advantage disappears quickly once everyone has access to similar workflows.

What remains difficult to replicate is interpretation.

Editorial judgement still determines:

  • whether a topic matters
  • how it should be framed
  • who it is for
  • why it deserves attention now

Agents assist execution. They do not replace positioning.

Also Read: When collaboration systems break down in tech-driven workplaces and how to fix them

Founder perspective becomes more valuable, not less

Another common concern is that AI-assisted workflows reduce authenticity. In practice, the opposite may be happening.

As production becomes easier, differentiation shifts toward perspective. Readers increasingly respond to lived experience, practical lessons, framing decisions and clearly explained trade-offs.

Agents are strong at structure. They are weaker at conviction.

That makes founder-led thinking more visible inside content strategies rather than less relevant.

The real risk is outsourcing judgement

There is a genuine risk in agent-supported workflows. It is not automation replacing marketers.

It is founders allowing agents to decide what should be published.

Agents should reduce execution effort. They should not replace editorial ownership.

If positioning starts sounding interchangeable across companies using the same tools, the issue is usually strategy rather than technology.

The founders who benefit most from agents are the ones who remain intentional about what their content represents.

Content marketing is becoming earlier and more strategic

AI agents are already changing:

  • who can publish consistently
  • when founders can begin shaping visibility
  • how quickly ideas can be tested
  • what a marketing team needs to look like

But they are also raising expectations.

If everyone can publish faster, the advantage shifts toward people who know what is worth saying in the first place.

And in the interest of transparency, and perhaps slightly proving the point… yes, this article was written with the help of an AI agent too.

Editor’s note: e27 aims to foster thought leadership by publishing views from the community. You can also share your perspective by submitting an article, video, podcast, or infographic.

The views expressed in this article are those of the author and do not necessarily reflect the official policy or position of e27.

Join us on WhatsApp, Instagram, Facebook, X, and LinkedIn to stay connected.

The post AI agents didn’t change how I write, they changed when I could start publishing appeared first on e27.

Posted on Leave a comment

Stocks hit record highs while US$300M in crypto longs get liquidated: What’s next?

While major US stock indexes closed at all-time highs, capping off their best monthly performance since 2020, the digital asset space is currently digesting a sharp, painful correction in leverage. This split personality in the market suggests that while institutional capital remains confident in the earnings power of megacap technology firms, speculative traders in the crypto derivatives market are being forced to reset their risk exposure.

The narrative of the day is not one of universal fear, but rather a selective rotation in which fundamental earnings in stocks are overpowering macroeconomic headwinds, while crowded speculative positions in crypto are being flushed out by technical resistance levels.

The cryptocurrency market experienced a significant deleveraging event over the last 24 hours, characterised by a violent flush of long positions. Data indicates that approximately US$326.71 million in leveraged positions were liquidated, with the overwhelming majority of this pain concentrated on the buy side. Specifically, US$285.87 million of these liquidations came from long positions, compared with just US$40.84 million from short positions. This means that roughly 87.5 per cent of the liquidated value resulted from traders betting on price increases who were forced out of their positions as prices dipped.

The brunt of this activity hit the two largest assets by market capitalisation. Ethereum saw roughly US$308.85 million in liquidations, while Bitcoin saw about US$204.96 million across major venues such as Binance, Hyperliquid, OKX, and Bybit. Some broader estimates place the total liquidation figure closer to US$500 million over a similar window, underscoring the intensity of the sell-off.

This liquidation cascade was not driven by a fundamental collapse in the value of these assets but rather by a technical failure at key resistance levels. Bitcoin has repeatedly failed to sustain a break above the US$77,000-US$80,000 range. This area has become a formidable ceiling where profit-taking by short-term holders meets dense clusters of leveraged long risk around the US$74,000 to US$75,000 levels.

When the price rejected this resistance, market mechanics triggered a cascade of margin calls, forcing traders to sell and driving prices further into the liquidation maps. Ethereum appeared even more technically fragile, trading below key moving averages and failing to hold resistance before rolling over. The result was a classic long squeeze, in which the market punished overly optimistic leverage rather than reflecting a change in the underlying spot demand for the assets.

Also Read: Building trust in turbulent times: The new security paradigm for crypto exchanges

In stark contrast to the volatility in digital assets, the traditional stock market rallied to record highs, driven by robust earnings reports that seem to justify lofty valuations. The S&P 500 and Nasdaq Composite posted their best monthly gains in six years, fueled by the continued dominance of megacap technology firms. Alphabet led the charge with a 10 per cent surge after reporting a strong Q1 revenue beat and announcing an aggressive capital expenditure guidance of up to US$190 billion for 2026.

Amazon also contributed significantly to the rally, reporting a 17 per cent revenue increase to US$181.5 billion and seeing its cloud computing division, AWS, accelerate growth to 28 per cent. Apple shares also rose in extended trading following a positive revenue forecast. These results suggest that despite high interest rates, the biggest tech companies are generating enough cash flow to support massive investment cycles.

The enthusiasm for artificial intelligence is not without its sceptics, even within the stock market. The same theme of AI capital expenditure that boosted Alphabet caused sell-offs in other tech giants. Meta Platforms and Microsoft fell 8.6 per cent and 3.9 per cent, respectively, as investors reacted negatively to disappointing user growth and the high memory costs associated with their massive AI spending. NVIDIA also dipped four per cent due to broader scrutiny regarding AI capital expenditures rather than any company-specific bad news.

This indicates a growing bifurcation in the tech sector where investors are beginning to demand proof of return on investment for the billions being poured into AI infrastructure. The market is no longer rewarding spending for the sake of spending. It is rewarding spending that translates into revenue growth, as seen with Amazon and Alphabet.

The macroeconomic backdrop for these divergent market moves remains complex and somewhat contradictory. The Federal Reserve kept interest rates on hold for a third straight meeting as inflation remained above the three per cent mark, a level that is still uncomfortably high relative to the central bank’s targets. Despite this, the US economy grew at a 2.0 per cent rate in Q1 2026, showing resilience that supports the stock market rally.

Geopolitical tensions are adding a layer of volatility that cannot be ignored. Brent crude oil settled near US$110 per barrel after surging past US$114 amid concerns over potential US strikes on Iran and the United Arab Emirates’ announced exit from OPEC. Additionally, currency markets saw wild swings, with the Japanese yen reaching 157.14 per dollar following a suspected intervention by the Ministry of Finance. These factors create an environment where capital is expensive and global stability is fragile, which helps explain why leverage in the crypto market is so vulnerable to sudden shocks.

Also Read: Bybit invests US$8M in Hata to crack Malaysia’s regulated crypto market

Looking ahead, the derivatives market metrics will be the primary indicator of where volatility might spike next. Despite the recent wipeout of long positions, total derivatives open interest remains elevated at approximately US$493.1 billion, having risen roughly two to four per cent over the last day. Perpetuals open interest alone sits near US$489.52 billion.

Crucially, average funding rates have flipped modestly negative, signalling that traders are leaning more defensively after the flush. The key dynamic to watch is whether this open interest continues to fall, indicating deeper, healthier deleveraging, or if it quickly rebuilds near resistance levels. If leverage bleeds down while prices remain stable, it sets the stage for a sustainable move higher. If high leverage and positive funding rates return too quickly, the market risks another sharp squeeze in either direction.

The current market environment suggests a period of digestion and selection. The stock market is proving that earnings power can currently override macroeconomic fears, pushing indexes to new highs even as oil prices surge and the Fed holds rates steady. The crypto market, conversely, is undergoing a necessary technical reset.

The next phase of this cycle will depend on whether the AI spending boom continues to deliver the revenue growth seen by Amazon and Alphabet, or if the costs highlighted by Meta and Microsoft begin to weigh down the broader market. Until then, the divergence between record-high stocks and flushing crypto leverage defines the risk landscape of May 2026.

Editor’s note: e27 aims to foster thought leadership by publishing views from the community. You can also share your perspective by submitting an article, video, podcast, or infographic.

The views expressed in this article are those of the author and do not necessarily reflect the official policy or position of e27.

Join us on WhatsAppInstagramFacebookX, and LinkedIn to stay connected.

The post Stocks hit record highs while US$300M in crypto longs get liquidated: What’s next? appeared first on e27.