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The AI marketing tools you’re using were trained on your competitor’s customer, not yours

Algorithmic bias isn’t an ethics debate. For APAC startups, it’s actually a customer acquisition problem.

Picture this: you’re a founder running campaigns on Google or Meta, using an AI-powered optimisation tool your team swears by. The dashboard looks healthy, the algorithm is working, and it’s confidently serving your ads to urban, English-literate, smartphone-native consumers: the same segment other well-funded competitors in your space are chasing.

The algorithm isn’t broken, not really. It’s doing exactly what it was trained to do, and there lies the problem.

Most AI marketing tools were built on data that reflects who has historically converted, and in most cases, that customer profile was shaped by Western markets, existing financial access, and majority-language behaviour.

So when an APAC startup plugs in without asking questions, it inherits a very specific worldview of who your customer is supposed to be.

You don’t need a machine learning degree to understand the core mechanic. AI marketing tools learn from patterns: who clicked, who converted, who stayed.

And unlike a recruiter you can brief, the algorithm doesn’t tell you when it’s working from outdated assumptions. It just keeps optimising in the wrong direction.

More than a bias problem, this is a CAC problem

Here’s the reframe that matters for founders: the segments that AI tools tend to deprioritise are often the ones worth fighting for.

Underserved audiences in APAC are typically less saturated, and fewer competitors have bothered, which means lower costs to reach them.

They’re often faster-growing, representing first-time digital finance users, rising middle-class consumers, and gig economy workers entering the formal economy for the first time.

Also Read: AI didn’t invent bias, it inherited it

And once acquired, they tend to be more loyal. When you’re the first brand to reach someone in their language, on their terms, with a product that actually fits their life, you don’t lose them easily to a competitor whose algorithm never found them either.

The startup optimising only toward algorithmically “safe” audiences is competing on the most expensive, most crowded ground available. Meanwhile, the segment the algorithm flagged as low-converting might just be low-converting for the incumbent that trained the model.

Consider the trajectory of something like GCash in the Philippines or GoPay in Indonesia. The dominant narrative around their growth tends to focus on product. But a significant part of what made them work was a willingness to reach customers that existing financial infrastructure – and by extension, existing marketing logic – had written off.

Three things to do before you trust your tool’s outputs

  • Ask where your tool was trained before you trust what it surfaces

Most vendors won’t answer directly, but the question is worth asking. Look at which audience segments the tool constructs automatically versus which ones you have to build manually. The defaults reveal the assumptions.

If the tool’s “recommended audience” looks nothing like the customer your product was built for, that’s not a good recommendation.

  • Seed your own first-party data early and deliberately

The fastest way to correct for training bias is to give your algorithm a better signal. That means running intentional top-of-funnel campaigns to underserved segments: not to convert immediately, but to start generating behavioural data your tool can actually learn from.

It’s a slower start, but compounds significantly over time. The startup that builds a proprietary data advantage in a segment their competitors have algorithmically abandoned is the one that wins.

  • Treat “low-converting segments” as hypotheses, not verdicts

When your tool tells you a segment underperforms, ask why before you cut it. Is the creative wrong for that audience? Is the landing page in the wrong language? Is the call-to-action built around a behaviour your customer doesn’t have yet?

The algorithm can’t tell the difference between “this segment won’t convert” and “this segment hasn’t been spoken to correctly,” and only you can make that call.

Also Read: The hidden dangers of AI bias: Where it can go wrong

The competitive case for equitable marketing

Building marketing infrastructure that works for the actual APAC customer, not the default archetype your software recognises, is a growth strategy.

Take the opportunity of the segments being systematically underserved by algorithmically-biased tools, because these are the market your competitors have outsourced the decision to a tool that was never trained to see them.

Equity by design, in marketing terms, is the unsexy work of auditing your stack, questioning your defaults, and deciding whether the “optimised” audience your tool serves up is actually your audience. The algorithm will always find you a customer. The question is whether it’s finding yours.

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.

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The US$76,000 question: Can institutional momentum sustain the current market breakout

Bitcoin and traditional equity markets moved in a tight, synchronised dance fuelled by a sudden thaw in geopolitical tensions. Bitcoin climbed 0.86 per cent to reach US$74,813.22, almost perfectly mirroring the 0.88 per cent gain across the broader cryptocurrency sector.

This movement appears deeply tethered to the S&P 500, with an 86 per cent correlation, suggesting that the digital asset is currently trading as a high-beta proxy for global risk appetite. Investors are clearly looking past previous volatility, focusing instead on a massive return of institutional capital and the possibility of a peaceful resolution to the conflict in the Middle East.

The primary driver of this price surge is a dramatic reversal in institutional behaviour toward spot Bitcoin exchange-traded funds. After a period of cooling interest, these funds recorded net inflows of US$411.5 million on April 15. BlackRock led this charge through its IBIT fund, which alone accounted for roughly US$214 million in new capital. This represents the second-largest daily inflow for April and serves as a powerful signal that institutional smart money is stepping back in to provide a robust floor for the market.

When large-scale buyers commit hundreds of millions of dollars in a single session, it creates a supply-demand imbalance that naturally forces the price upward, reinforcing the narrative that Bitcoin is no longer just a retail playground but a core component of modern portfolio management.

This resurgence in digital assets cannot be viewed in isolation from the record-breaking performance of the US stock market. On April 16, 2026, the S&P 500 gained 0.80 per cent to close at a historic peak of 7,022.95, while the Nasdaq Composite jumped 1.59 per cent to end at 24,016.02. This marked an impressive 11-session winning streak for tech-heavy indices.

Market sentiment was lifted by renewed optimism surrounding peace talks to resolve the war in Iran. As the fear of a broader regional escalation eased, the CBOE Volatility Index fell 1.03 per cent to 18.17. This decline in market fear directly benefited Bitcoin, as traders felt more comfortable moving back into riskier assets that had been suppressed by the threat of geopolitical instability.

Also Read: Is Bitcoin’s geopolitical rally sustainable? The data says maybe, but there’s a catch

Technically, Bitcoin’s price action appears increasingly constructive as it holds above critical support levels. The asset successfully held above the 50 per cent Fibonacci retracement level at US$74,479 and its seven-day simple moving average of US$74,586. These levels are essential psychological and mathematical markers for traders.

Staying above them confirms a bullish structure and prevents the cascading sell-offs seen at the height of the conflict earlier this year. As long as Bitcoin remains above this US$74,479 threshold, the path of least resistance appears to be toward the recent swing high of US$75,409. If that barrier is breached, the market will likely set its sights on the US$76,559 extension level.

While the headline numbers on Wall Street and in the crypto markets suggest a period of euphoria, the underlying economic data present a more nuanced and complicated reality. According to the Federal Reserve Beige Book, the US economy is growing at only a slight-to-modest pace. The report highlights that the war in Iran remains a major source of uncertainty, leading many businesses to adopt a wait-and-see posture regarding hiring and capital investment.

Furthermore, preliminary April data show that consumer sentiment has plunged to a historical low of 47.6 per cent. This disconnect between record-high stock prices and record-low consumer confidence is largely driven by persistent inflation concerns, even as energy prices, such as West Texas Intermediate crude oil, cooled slightly to settle at US$90.69.

The corporate sector reflects this divide between growth and geopolitical pressure. On one hand, tech giants and financial institutions are showing remarkable resilience. Broadcom surged more than 4.19 per cent following an extended partnership with Meta on custom artificial intelligence chips, and Tesla rallied 7.62 per cent to lead the major tech players. Large banks also contributed to the positive market mood, with Morgan Stanley rising 4.52 per cent and Bank of America gaining two per cent after delivering earnings that surpassed expectations.

These companies seem to be navigating the inflationary environment and the higher-for-longer interest rate landscape better than smaller firms. Other sectors more sensitive to energy costs, such as the energy industry itself, struggled as crude prices dipped, with TotalEnergies falling more than three per cent.

Also Read: Bitcoin’s US$74K surge: Institutional conviction or macro mirage?

In the bond and commodities markets, the signals remain mixed but generally supportive of the current risk-on environment. The 10-year Treasury yield is trading near 4.26 per cent, and while the yield curve remains inverted, with the two-year yield higher than the 10-year, equity markets have largely ignored this traditional recession signal for the time being.

Gold, often a rival to Bitcoin for the safe haven title, edged up 0.82 per cent to US$4,829.37 per troy ounce. The fact that both gold and Bitcoin are rising simultaneously suggests that while some investors are betting on peace and economic growth, others are still hedging against the possibility that inflation and war-related uncertainties could return at any moment.

The Russell 2000 also joined the rally, rising 0.30 per cent to 2,713.66, while the Dow Jones Industrial Average slipped 0.15 per cent to 48,463.72. This slight underperformance in the Dow suggests that the market favour is heavily skewed toward growth and technology rather than traditional industrial components.

Looking ahead, the market outlook for Bitcoin remains cautiously bullish, though it is heavily dependent on the continued transparency and volume of daily institutional reports. The key trigger for the next major move will be whether the momentum of these massive spot ETF inflows can be sustained throughout the week.

If the daily reports continue to show hundreds of millions of dollars entering the space, the psychological resistance at US$75,400 will likely crumble. Should the inflows dry up or turn into outflows, a pullback toward the US$73,549 swing low becomes a very real possibility. Investors must remain vigilant, as the current rally is built on the twin pillars of institutional support and fragile geopolitical hopes.

Also Read: Beyond the US$70K level: Why Bitcoin’s real test isn’t price yet

The transition from a speculative asset to an institutional one is nearly complete. Market participants now treat Bitcoin as a legitimate barometer of liquidity and risk. Every tick of the clock brings more data from providers like SoSoValue or Farside that dictates the near-term trend.

For the rally to continue, the support zone around US$74,479 must be defended at all costs. A failure there would signal that the institutional appetite is not as deep as current numbers suggest. Analysts are watching for a daily close above US$75,409 to confirm the next leg of the journey toward the US$76,559 mark.

Ultimately, the events illustrate a world where Bitcoin is no longer an outsider but a central character in the global financial narrative. I will keep watching the market.

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.

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Why quick commerce is really about frequency, not speed

Quick commerce has often been framed as a sub-sector: fast groceries, dark stores, and on-demand convenience. That framing is too narrow for Southeast Asia. What is happening now is not simply the rise of a new retail format. It is a deeper strategic shift in which e-commerce players are trying to capture a bigger share of everyday life, one urgent order at a time.

According to Ecommerce in Southeast Asia 2026 by MomentumWorks, quick commerce is becoming “a fight for user frequency, not a standalone business”. That is the right lens. The real prize is not a bag of milk, a phone charger, or late-night paracetamol. The real prize is habitual demand.

Also Read: Shopee, TikTok, Lazada: Three ways to win and no easy way in

Once a platform becomes the default place consumers go for the next one hour, four hours, or same-day purchase, it stops being a shopping app and starts becoming an operating system for urban consumption.

Why frequency matters more than basket size

Traditional e-commerce in Southeast Asia was built around planned purchases. Consumers searched, compared, waited, and often bought non-urgent items such as fashion, beauty, home goods, gadgets, and seasonal promotions. Quick commerce changes the rhythm completely. Orders become smaller, faster, more local, and more frequent.

That matters because frequency is one of the strongest levers in platform economics. A consumer who orders twice a week is more valuable than one who orders once a month, even if the average order value is lower. More frequent behaviour means more data, greater payment engagement, more wallet share, and a higher chance of cross-selling into categories once considered outside the scope of e-commerce.

This is why quick commerce is strategically significant even if the unit economics remain tricky. It is a habit engine.

Southeast Asia is producing multiple models, not one dominant formula

MomentumWorks makes an important point that is often missed when investors compare Southeast Asia with India or China: the region does not yet have a single dominant fulfilment model for quick commerce.

In India, first-party dark stores have become the defining approach.
Southeast Asia looks messier. Shopee is using its on-demand fleet, often via ShopeeFood infrastructure, to pick up from e-commerce sellers for instant delivery. Grab is leaning on a partner-led model, integrating with existing supermarket chains and retailers. Lazada is pushing a more controlled first-party dark store model in selected areas, particularly through RedMart Now in Singapore. Foodpanda is extending pandamart. Independent players such as Astro in Indonesia, and FoodMax in Singapore are also still in the game.

That variety reflects the region’s structural reality. Southeast Asia is not one market. It is a patchwork of very different urban densities, retail systems, transport constraints, labour costs, and consumer expectations. A model that works in dense, affluent Singapore may not scale neatly in Jakarta, where traffic patterns, fulfilment complexity, and retail fragmentation create different constraints. Bangkok, Manila, Ho Chi Minh City, and Kuala Lumpur each add their own wrinkles.

Shopee, Grab, and Lazada are chasing different forms of relevance

The battle is not being fought by identical competitors.

Shopee’s push into instant delivery is defensive as much as offensive. TikTok Shop has changed how consumers discover products, but Shopee still has a strong logistics backbone and an embedded user base. By offering sub-four-hour delivery in five of six Southeast Asian markets, it is reinforcing a consumer proposition that users can feel immediately: speed.

Grab, by contrast, is extending an existing delivery ecosystem. Its expansion through GrabMart is less about reinventing e-commerce and more about monetising an installed network of riders, merchant relationships, and consumer trust around immediacy. For Grab, quick commerce is a natural adjacency to food delivery and mobility, not a wholesale bet on a new category.

Also Read: The future of social and quick commerce for developing countries

Lazada’s approach is more selective and may offer higher margins. RedMart Now in Singapore suggests that Lazada sees quick commerce as a way to deepen engagement with premium households and high-frequency grocery demand, rather than chasing volume everywhere.
Each player starts with a different asset base. That is why the competitive end state remains unsettled.

The real map of demand is shrinking

One of the smartest ideas in the report is that platforms are starting to segment demand by proximity. Hyperlocal demand can be fulfilled within an hour. Local demand can often be served within four hours. Country-wide demand still belongs to conventional parcel logistics and next-day or scheduled delivery.

This seemingly simple shift has large implications.

It means inventory strategy becomes more important than pure assortment size. It means retailers with well-placed stores suddenly matter again. It means delivery fleets, mapping tools, and dispatch systems become strategic assets. It means brands have to decide which products belong in fast delivery, and which should remain in standard ecommerce. It means the geography of a city starts to shape platform economics in a far more direct way.

In short, the competitive map of e-commerce is shrinking from a nation to a neighbourhood.

Retailers and brands now face harder choices

Quick commerce not only changes platforms. It forces trade-offs across the entire ecosystem.

Brands must decide whether to build their own fast-delivery capability or partner with dominant platforms. They need to rethink pricing: should quick commerce carry a premium because of convenience, or be priced at parity to drive volume and customer acquisition? They must consider inventory placement, assortment design, and the role of local stores versus central warehouses.

Retailers face a different dilemma. Their physical footprint, once considered an analogue legacy, can become an e-commerce advantage if used as a fulfilment layer. But store-based picking can disrupt offline operations. That creates a tension between asset utilisation and operational simplicity.

For service providers and startups, the question becomes even sharper: where is the defensible layer? Pure last-mile delivery is increasingly commoditised. The more durable opportunities may lie in routing software, store operations, inventory intelligence, cold-chain logistics, or merchant tools that help brands navigate fragmented fulfilment models.

Southeast Asia’s cities make quick commerce plausible

The infrastructure base is stronger than it was a few years ago. Delivery fleets are bigger, dispatch systems are smarter, and consumers are more accustomed to app-based fulfilment. Large cities across the region are congested, mobile-first, and full of need-based purchases that still happen offline. That is fertile ground for quick commerce.

Also Read: Shopee, TikTok Shop, Lazada now control 84% of SEA’s e-commerce market

But the winner will not simply be the platform that delivers fastest. It will be the one that uses speed to deepen frequency, improve retention, and reshape consumer behaviour at scale.

In Southeast Asia, quick commerce is not about selling groceries faster. It is about owning the next urban habit. And the platform that wins habit usually wins far more than the basket in front of it.

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The quiet exodus: Why APAC’s B2B marketers are ditching digital marketing for executive dinners

There is a conversation happening in boardrooms across Singapore, Sydney, and Tokyo that almost never makes it into a marketing report.

Senior B2B marketers — the ones with the budgets, the data, and the track record — are quietly pulling spend away from digital channels. Not because digital doesn’t work. But because of their specific goal — getting in front of a CFO, a CTO, or a Chief Revenue Officer who actually controls the budget — it has become nearly impossible to break through.

I hear this every week. I run The Ortus Club, a B2B executive event agency that has hosted more than 2,500 invitation-only roundtable dinners, masterclasses, and summits across 40+ countries since 2015. Our clients are companies like Google, Visa, Meta, IBM, and Airwallex. And in the past 18 months, almost every single one of them has said a version of the same thing: digital is saturated at the top of the funnel. The executives we need to reach have stopped responding.

Our 2026 Event Marketer’s Playbook — which surveyed 295 senior B2B marketers across 30 cities — confirms what we are seeing on the ground. The shift is real, it is accelerating, and it is reshaping how the most sophisticated B2B brands in APAC are thinking about pipeline.

The executive attention problem is not going away

Let me give you the honest picture. A senior decision-maker at an enterprise company in Singapore receives, on average, somewhere between 100 and 200 unsolicited outreach messages per week across email, LinkedIn, and WhatsApp. Their EA screens calls. Their LinkedIn inbox is a graveyard of unanswered connection requests. Their email filters have become extraordinarily sophisticated.

The traditional B2B playbook — awareness campaign, gated content, MQL handoff to sales, SDR follow-up sequence — was designed for a world where digital channels were still relatively low-noise. That world is gone. What has replaced it is a senior executive who has essentially become unreachable through conventional means, and a generation of marketing teams who are still measuring success by the number of form fills.

What the data from 295 marketers actually shows

Across the 295 senior B2B marketers we surveyed for the 2026 Event Marketer’s Playbook, three findings stood out.

First, in-person executive events now rank as the single highest-ROI channel for pipeline generation at the enterprise level, ahead of paid social, content marketing, and outbound SDR programmes. This is not a soft preference — it is a commercial finding based on deal velocity and average contract value.

Second, the most cited reason for increasing event budgets in 2026 is not brand awareness. It is trust acceleration. Marketers told us repeatedly that a 90-minute dinner conversation compresses a sales cycle that would otherwise take six to nine months of digital nurturing. The decision-maker who sat across the table from your CEO at a roundtable last Tuesday is not the same prospect as the one who downloaded your whitepaper.

Also Read: Pre-launch marketing is a tease that works, how to get it right?

Third, the format matters enormously. Traditional conferences and trade shows are losing share to smaller, curated, invitation-only formats. The reason is simple: executives will not give up three hours of their time for a room of 500 people, but they will clear their calendar for a dinner of twelve where everyone in the room is relevant to them.

Why is this particularly true in APAC

Southeast Asia is not a monolith, and any B2B marketer who treats it as one will struggle. The relationship dynamics that govern enterprise purchasing decisions in Singapore are fundamentally different from those in Jakarta, Bangkok, or Kuala Lumpur. In most of this region, business does not happen between companies — it happens between people who have met in person, established trust, and decided they want to work together.

This is not a cultural observation. It is a commercial one. The B2B brands that have built the deepest enterprise pipelines in APAC over the past decade are almost universally the ones that have invested in face-to-face executive relationships — not the ones with the most sophisticated marketing automation stacks.

Digital channels are absolutely necessary for awareness and reach. But in APAC’s enterprise market, they are not sufficient for conversion. The gap between a warm digital lead and a signed contract is filled by human interaction, and the most efficient way to create that interaction at scale is through curated executive events.

What to actually do about it

If you are a B2B marketing leader reading this and your pipeline is heavily dependent on digital channels, here is what I would look at first.

Map your top 50 target accounts and ask honestly: which of those decision-makers have we had a real conversation with in the last six months — not a demo, not a webinar, an actual conversation about a problem they have? If the answer is fewer than ten, you have a relationship gap that no amount of retargeting spend will close.

Second, consider whether your events strategy is built for volume or for quality. A 500-person conference appearance and a 12-person invitation-only roundtable dinner are not the same thing. One builds brand awareness. The other builds a pipeline. You probably need both, but most B2B marketing budgets are still heavily skewed toward the former.

Third, think about what you are actually offering the executive when you invite them. The invitation-only format works because the value proposition to the guest is explicit: you will spend 90 minutes with 11 other senior leaders who share your challenges, in a pitch-free environment where you can speak candidly. That is a genuinely compelling offer. A webinar about thought leadership trends is not.

Also Read: Why traditional marketing fails for complex B2B and deeptech products

The harder truth

The brands that will struggle most in APAC’s B2B market over the next three years are not the ones with the smallest budgets. They are the ones that continue to optimise for the wrong metrics — click-through rates, MQL volumes, cost per lead — while their competitors are quietly building the executive relationships that actually convert.

The executives who matter most are not hiding. They are simply waiting to be approached in a way that respects their time and treats them as peers rather than targets.

That is a harder thing to build than a campaign. But it compounds in ways that a campaign never can.

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. 

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Why SEA founders keep failing at impact funds (and it’s not your pitch deck)

Every week, a founder somewhere in Southeast Asia sends a polished deck to an impact fund. The numbers are real. The mission is genuine. Three months later: silence.

They assume the deck wasn’t good enough. They tighten the narrative. Apply again. Same silence.

The deck was never the problem.

The myth: Impact funds are just VCs with a conscience

Most founders approach impact funds the same way they approach any VC, growth story, TAM slide, compelling founder narrative. That’s the first mistake.

Impact funds are not VCs with an ESG checkbox. They operate under completely different internal logic. Mandates tied to specific theories of change. LPs who care about measurable social outcomes, not just returns. Some can only deploy grants, blended finance, or catalytic capital, instruments that have nothing to do with equity.

When a founder sends an equity pitch to a fund that can only deploy grants, it doesn’t matter how good the deck is. The application fails before anyone reads slide two.

The reality: It’s a fit problem, not a writing problem

In my experience mapping 100+ impact programs across SEA, fewer than 30% are genuinely open to cold applications. The rest require a warm intro, a prior relationship, or a very specific instrument match that’s never published.

Here’s what most founders don’t know: impact funds rarely publish their real criteria. The website says “we invest in climate, health, and financial inclusion across SEA.” What it doesn’t say is that their last six investments were all health-only, all in Vietnam, all at Series B, structured as convertible notes with a three-year impact reporting requirement.

That’s not on the website. You learn it by being in the room.

Also Read: Why non-dilutive capital is the smarter first move for SEA founders in 2026

Three fit questions that actually matter, before you write a single word:

  • Does your instrument type match what the fund can actually deploy?
  • Does your geography and sector match their last five investments, not just their stated mandate?
  • Is this fund relationship-first or application-first? (Some have never funded a cold application in their history.)

The fix: Do the work before the application

Before you open any application form, answer these:

  • What instrument does this fund deploy, and does it match what you need?
  • Who have they funded in the last 24 months, and do you look like those companies?
  • Is there a warm intro available, or is this fund genuinely open to cold applications?
  • What does their theory of change require you to prove, and can you prove it with your current data?

If you can’t answer all four, you’re not ready to apply. You’re ready to research.

The uncomfortable truth

The impact funding ecosystem in SEA has a discovery problem. The funds exist. The capital exists. The mandate overlap with what founders are building is real.

But the information is asymmetric. Funds know exactly what they want. Founders are guessing.

That gap, between what’s published and what’s actually fundable, is where most applications die. Not in the writing. Not in the pitch. In the research that should have happened before any of it.

The founders who figure this out stop chasing every fund that looks relevant and start treating fund selection like due diligence. Fewer rejections. More callbacks. And eventually, they stop wondering why the silence.

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.

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Why Apple’s MacBook Neo is subsidising the next generation of engineers

For more than a decade, the landscape of student devices has been dominated by two categories: Chromebooks and tablets. Both are affordable, easy to manage, and good enough for the standard classroom toolkit — note-taking, online research, and structured learning platforms. They solved the budget problem. What they couldn’t quite solve was the capability ceiling.

A new entrant may quietly shift that balance.

The MacBook Neo, with a starting price around $599 and roughly $499 with student pricing, brings something historically absent at this price point: a full laptop running a desktop operating system within the cost range typically occupied by Chromebooks and entry-level Windows devices.

That doesn’t automatically make it the right device for every student. But it introduces a genuinely new option in the education technology conversation — and the implications for how we think about student computers are worth examining.

Four philosophies of student computing

To understand what the Neo offers, it helps to understand what each major device category was actually designed to do.

Rather than asking which device is “best,” the more useful question is: which design philosophy fits the student in front of you

Chromebook: The web-first model

Chromebooks became popular in education because they solve several practical problems simultaneously. They are inexpensive, lightweight, easy to manage at scale, and tightly integrated with the cloud productivity tools that now define most classroom workflows — essays in Google Docs, assignments on learning platforms, collaboration through shared documents.

For this kind of work, Chromebooks are perfectly adequate.

The trade-off emerges at the edges. More advanced computing tasks — running development environments, compiling programs, experimenting with system-level tools — are more constrained in ChromeOS than on traditional desktop systems. For most students, this may never matter. But for those who grow curious about how software actually works, the ceiling eventually becomes visible.

iPad: The touch-first learning model

Tablets take a different angle entirely. Rather than prioritising keyboards and file systems, they emphasise touch interaction, digital handwriting, and creative applications.

For many subjects, this is genuinely powerful. Students can annotate documents, sketch diagrams, record voice notes, and interact with educational apps in ways that feel immediate and natural. The iPad ecosystem excels at note-taking, drawing, and multimedia creation in ways that no laptop quite replicates.

The constraint, again, is at the boundary. Tablets are built around mobile operating systems. When students need to move beyond app-centric workflows — learning to program, running technical tools, working within a traditional file system — the environment can feel more limited than the task demands.

Also Read: Why AI literacy is the new core skill for 21st-century educators

Surface Go: The portable Windows PC

Microsoft’s Surface Go occupies an interesting middle ground. It offers a full Windows environment in a highly portable device, typically paired with a detachable keyboard.

This means students can run the same software ecosystem common to many professional and academic settings, including Microsoft Office, development environments, and specialised research tools. The Surface line makes an important argument: some students benefit meaningfully from access to a full operating system rather than a purely app-based environment.

The honest trade-off is hardware performance. At this price tier, the Surface Go’s specifications are modest, and battery life and processing speed can vary. But the philosophy it represents — full OS, real portability — is a sound one.

MacBook Neo: Full desktop computing at a lower price

The MacBook Neo is interesting because it does something that previously required a substantially larger budget.

For years, macOS laptops were positioned firmly as premium devices. Students who wanted access to the macOS ecosystem needed a MacBook Air or Pro — both significantly more expensive than entry-level education hardware. The Neo changes this equation.

At roughly $499 with student pricing, it places a macOS laptop in a price band historically occupied by Chromebooks and basic Windows machines. That matters because macOS is not just another operating system — it provides a full desktop computing environment with a Unix-based terminal, native development tools, and broad compatibility with professional applications across software engineering, data science, and design.

A student curious about programming, data analysis, or systems work can experiment with the same environment used widely across industry and academia, without a premium-device budget.

The Neo achieves this price point through deliberate compromises. The base configuration includes 8GB of memory, and connectivity options are more limited than those of higher-end models. For typical student workloads, neither limitation is likely to bite. But they are real and worth acknowledging before purchase.

The chip inside the Neo also deserves a moment’s attention. Rather than the M-series silicon found in the MacBook Air and Pro, the Neo runs on Apple’s A18 — the same chip family that powers the iPhone. This is not a downgrade so much as a deliberate economic move. Apple is leveraging iPhone-scale manufacturing to bring down the cost floor of laptop computing: a classic disruption from below, using existing platform economics to enter a new market tier. The A18 is not a weakened M-chip; it is a different optimisation entirely. Its 16-core Neural Engine — capable of on-device AI inference — is arguably over-specified for today’s classroom workflows. But not for tomorrow’s. As AI tools become embedded in how students research, write, and code, having capable edge inference in the palm of a student’s hand will stop looking like overkill.

Also Read: AI integration field notes for tech startups and scale-ups: Software engineering, product, and beyond

Side-by-side comparison

Each device prioritises a different dimension of the learning experience. The table doesn’t declare a winner — it maps the trade-off space.

One cost the table doesn’t capture: the external mouse. Apple’s trackpad ecosystem is also unusually strong. Because hardware, firmware, and operating systems are designed together, MacBook trackpads tend to behave consistently across models. In practice, many users find they no longer need to carry an external mouse — something that is less consistently true across the fragmented Windows laptop ecosystem.

The creator-consumer spectrum

One productive way to think about these devices is along a spectrum.

At one end are devices optimised for consuming and interacting with content: reading, writing, watching, and participating in structured lessons. Tablets and web-first laptops excel here, and for the majority of student workflows today, this is precisely what is needed.

At the other end are devices designed to make it easier to create, experiment, and explore computing more deeply — writing code, analysing data, running development tools, and understanding how operating systems behave. These tasks require a full computing environment.

The MacBook Neo becomes significant because it lowers the cost of entry into the second category. It doesn’t eliminate the trade-offs, but it moves the price barrier.

Longevity and capability

There is a subtler consideration that device comparisons rarely surface: students keep their primary device for several years, and the demands on that device tend to grow.

There is also something worth naming that spec sheets never say. As a parent of school-going children, I find myself asking a different question entirely: what kind of relationship with computing am I putting in my child’s hands?

A Chromebook is an excellent device for a child who uses the web. A MacBook Neo, with its Unix terminal and native development tools, is a different kind of invitation — for the child who wonders how the web works. That is not a hierarchy of worth; many students will not need or want to peer under the hood. But for the ones who might, the device either opens a door or quietly closes it. A terminal matters. A file system you can navigate and modify matters. The ability to run a local server, experiment with Python, or compile something matters — not because every student will do those things, but because the ones who will should not be penalised by the hardware they happened to start on.

Also Read: Malaysian SMEs grapple with a growing “confidence gap” in AI adoption

A system that handles Year 1 comfortably may feel genuinely constrained by Year 3, when coursework involves Python for data analysis, statistical tools, machine learning libraries, or small software projects. A more flexible computing environment doesn’t just serve current tasks — it preserves optionality as interests and requirements evolve.

Not a replacement , a new option

No single device category will dominate all educational contexts, nor should it.

Chromebooks remain excellent for web-centric learning environments. Tablets continue to shine wherever handwriting, sketching, and multimedia creation are central. Portable Windows machines offer compatibility with a wide range of existing software. Each philosophy addresses a real set of student needs.

What the MacBook Neo introduces is a fourth option that previously didn’t exist at this price: the combination of laptop simplicity and full desktop OS capability, accessible without a premium-device budget.

A subtle shift

The most interesting thing about the MacBook Neo may not be its specifications. It is the fact that a desktop-class laptop has entered a price range historically defined by lightweight web devices.

Whether this translates into widespread adoption in schools remains to be seen. Institutional purchasing decisions are slow, and the Chromebook ecosystem has deep roots.

But the Neo quietly unsettles an assumption that has shaped education computing for a decade: that affordability and capability must be traded against each other. For the student who is not just learning with a computer, but learning about computers , that unsettling may matter more than any benchmark.

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.

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Farmnet’s US$11.75M bet on a different kind of capital

Techcoop founder and CEO Hao Diep

Vietnam-based Farmnet, the trading arm of agricultural supply chain company TechCoop, has secured a US$11.75 million senior secured loan from Geneva-headquartered impact investor Symbiotics, in a deal that says as much about the country’s funding climate as it does about agritech.

While it is a financing announcement on paper, it is a sign that some startups in Vietnam are no longer waiting for venture capital to loosen up.

TechCoop claimed that the facility is the first offshore institutional loan raised by one of its Vietnam-incorporated entities.

Farmnet will use the money as working capital to support higher trading volumes with processors, co-operatives and small and medium-sized agricultural enterprises across the country.

Also Read: Techcoop CEO on scaling agritech, sustainable farming, and global expansion

That makes sense because Farmnet is not a software startup chasing growth with a burn-heavy model. It sits in the plumbing of Vietnam’s farm economy: buying, moving, and selling agricultural commodities across a fragmented supply chain that often struggles to access reliable financing.

In simple terms, Farmnet helps connect the people growing and processing farm produce with the buyers who need it, while helping finance the movement of those goods along the way. It trades products including cassava, coconut, cashew, durian, coffee, fresh fruit, and processed goods and says it operates in 20 locations nationwide, serving more than 641 co-operatives and agricultural enterprises.

There is nothing flashy about that business. That is precisely the point.

Why a loan, not another venture round?

For a company like Farmnet, debt can make more sense than equity.
Commodity trading is a working-capital business. Companies need cash upfront to buy produce, pay suppliers, manage inventory, and settle transactions before revenue comes back in. That is very different from the typical venture-backed pitch built around user growth, product development and long-term optionality.

A loan fits that operating model more neatly. It gives Farmnet capital for buying and moving goods without forcing TechCoop to dilute shareholders before it needs to. The company has already said the financing is part of a broader capital strategy that includes a planned Series B equity raise later this year, suggesting the debt is not replacing venture funding entirely but complementing it.

The choice also reflects the harsh reality of fundraising in Vietnam. Raising venture capital has become more difficult for many startups, especially outside consumer internet and pure software plays. Investors remain active, but they are more selective, more valuation-sensitive and far less willing to fund growth at any cost than they were during the peak years of 2021 and early 2022. That has pushed founders towards structures that are more disciplined and more closely tied to cash flow.

So, yes, the tougher VC market is part of the story. But it is not the whole story. Farmnet’s debt raise also appears to be a rational financing decision for a business whose growth depends on trade flows, not just product milestones.

Why Symbiotics and TechCoop fit together

The loan also highlights a straightforward commercial alignment between lender and borrower.

Symbiotics specialises in impact investing, with a long history of backing financial inclusion and businesses that serve underserved parts of the real economy. Vietnam’s agricultural supply chain aligns well with that mandate. Agriculture and fisheries accounted for 11.86 per cent of Vietnam’s GDP in 2025, according to the National Statistics Office, yet large parts of the sector remain underfinanced and structurally fragmented.

Around 70 per cent of farms in Vietnam operate on plots smaller than 0.5 hectares, which makes aggregation, logistics and financing more difficult. In that environment, a trader with distribution reach and established relationships can become a key market enabler.

Also Read: Techcoop secures US$70M in one of Vietnam’s largest agritech funding rounds

That is where the synergy sits.

For Symbiotics, the deal offers exposure to a business tied to real-economy activity, rural livelihoods, and supply chain efficiency — all areas that align with impact objectives, while still being anchored in a revenue-generating trading model.

For TechCoop, the benefits are equally clear. It gains access to offshore institutional capital, adds balance sheet strength, and receives external validation from a specialised lender. That should help it finance larger trading volumes and deepen relationships with processors, co-operatives and agricultural SMEs that need dependable counterparties.

In other words, Symbiotics gets measurable impact with commercial structure. TechCoop gets capital that matches how its business actually works. Everyone avoids pretending a commodities platform is just another venture-backed app.

What Farmnet plans to do with the money

The immediate use of proceeds is working capital, but that should not be read as routine housekeeping.

For Farmnet, working capital is what allows the engine to run faster. The company said the money will support increased trading activity across its network of processors, co-operatives and small and medium-sized agricultural enterprises. In practical terms, that means greater capacity to purchase commodities, manage transaction cycles, and serve counterparties that may not have strong access to financing.

That could be especially important in sectors where timing matters. Agricultural trade is full of cash-flow mismatches: growers and processors need payment certainty, while buyers often operate on different terms. A better-capitalised intermediary can reduce friction in that chain.

The facility should also strengthen TechCoop’s platform ahead of a broader regional push. The company has said parent firm TechCoop Investment & Technology, headquartered in Singapore, plans to expand into Cambodia, Laos and Thailand in 2026.

How common are loans and venture debt in Vietnam?

Not very, at least not yet.

Debt financing and venture debt remain relatively niche among Vietnamese startups compared with traditional equity rounds. Most early-stage founders still rely on angel money, seed funds, venture capital or, where possible, bank lending. The trouble is that banks often want collateral, profitability or longer operating histories, which many startups do not have. Venture debt providers, meanwhile, are fewer in number and tend to focus on businesses with stronger revenue visibility.

That leaves a financing gap.

For startups with real cash flow, repeat customers and tangible operating cycles, debt is becoming more attractive. It is particularly relevant in sectors such as fintech, B2B commerce, agritech and supply chain infrastructure, where capital is often needed to finance transactions rather than speculative customer acquisition.

But it would be a stretch to call venture debt mainstream in Vietnam today. The market is still developing, and founders remain more familiar with equity than structured credit. Farmnet’s transaction stands out partly because such deals are still uncommon, especially from offshore institutional lenders.

How much capital has TechCoop raised so far?

Based on the information publicly disclosed in this announcement, US$11.75 million is the latest and most clearly stated financing amount tied to TechCoop through Farmnet, and it marks the first offshore institutional borrowing by a Vietnam-incorporated TechCoop entity.

TechCoop has also said it is preparing a Series B equity round later this year. However, the company has not detailed in the source material the full amount of capital it has raised to date or the exact number of previous rounds. What is visible is a business now combining debt and equity as part of a more layered capital strategy.

That is notable in itself. Startups tend to signal maturity when they stop treating financing as a one-lane road.

Vietnam’s startup market is still cautious

Farmnet’s raise lands at a time when Vietnam’s broader startup investment market remains under pressure.

The country is still one of Southeast Asia’s more promising digital economies, but capital deployment has been slower, dealmaking more selective and late-stage funding harder to secure than during the boom period. Investors are spending more time on unit economics, governance and margins. Large cheques are rarer. Bridge rounds, structured financing and alternative capital have become more relevant.

Also Read: A new era of impact: Beyond the bottom line in Southeast Asia’s tech revolution

That does not mean Vietnam is out of favour. It means the bar is higher.
Against that backdrop, Farmnet’s loan looks less like an exception and more like a preview. Startups tied to essential sectors, with visible revenue and financing needs linked to actual transactions, may find lenders increasingly receptive — especially when the business supports supply chains that are critical to the wider economy.

For TechCoop, the message is simple: if equity is expensive and banks are not built for startup realities, debt from the right institutional partner can be the fastest way to keep goods moving.

And in Vietnam’s agricultural economy, moving goods is still where the real money gets made.

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The judgment imperative: Why the one thing AI can’t build is the only thing that matters

There is a question that rarely gets asked in the rush to adopt AI tools: What happens to the founder when the AI is wrong and the founder cannot tell?

Not because the AI is obviously broken. But because the output looks right, sounds confident, and moves fast. And the founder, who has been outsourcing more and more of their thinking to the model, no longer has the internal reference point to catch the error.

This is the judgment problem. And in Southeast Asia’s startup ecosystem — a region of enormous complexity, regulatory fragmentation, and cultural nuance that no model was primarily trained on — it is arguably the most important problem a founder faces in 2026.

“AI can generate the answer. It cannot be held accountable for it. And in a region as complex and contextually specific as Southeast Asia, the gap between those two things is where companies win or fail.”

The seduction of the confident machine

The data is striking in its clarity. MIT’s NANDA research programme found that 95 per cent of generative AI pilots at enterprises produce no measurable P&L impact. A separate analysis found AI startup failure rates exceeding 90 per cent within the first year of commercialisation. The RAND Corporation identified misunderstanding the problem to be solved — not the quality of the model — as the leading cause of AI project failure.

The pattern across these failures is consistent: organisations and founders rush to deploy AI without understanding its limitations, without building proper safeguards, and without considering real-world edge cases specific to their context. They mistake fluency for intelligence. They mistake speed for judgment.

A 2024 MIT study, Your Brain on ChatGPT, found that users who leaned heavily on generative models produced less original work and retained less information — even when they believed the tool was helping them. The cognitive offloading effect is real: the more you delegate thinking, the less you exercise the capacity to think. For founders, whose primary instrument is their judgment, this is not a minor side effect. It is an existential risk.

“The most dangerous AI failure mode for a founder is not the hallucination you can see. It is the gradual erosion of the judgment that would have caught it.”

Also Read: Why 2026 will be the year AI moves from hype to mandatory safety infrastructure

What judgment actually is

Judgment is not intelligence. AI has more of that than any human alive. Judgment is not expertise — AI can synthesise more domain knowledge in seconds than any specialist can accumulate in a career. Judgment is not even experience — experience is just time plus events, and many people spend decades in a field and learn nothing transferable.

Judgment is the ability to make a good decision under conditions of irreducible uncertainty, with incomplete information, where the stakes are real. It has five components that no model currently replicates:

  • Pattern recognition across contexts — not within a domain (AI does that better), but across domains. The ability to look at a new situation and recognise what it rhymes with.
  • Knowing what to ignore — every decision contains far more information than is relevant. The person with poor judgment tries to incorporate everything. The person with good judgment has a ruthless filter.
  • Calibrated confidence — knowing not just what you think, but how certain you should be. AI produces confident-sounding outputs regardless of actual reliability. A founder who cannot calibrate their uncertainty is flying blind.
  • Timing — when to decide is often more critical than what to decide. Move too early, and you are working with too little information. Move too late, and the market has already moved without you.
  • Holding contradictions — the most complex situations are ones where two true things point in opposite directions. AI is trained to resolve ambiguity. Judgment means sitting inside it productively until the right move becomes clear.

Judgment is built through one mechanism only: making real decisions with real stakes, observing the outcome, interrogating the gap between what you expected and what happened, and updating your mental model. It requires scar tissue — the accumulated memory of decisions that cost you something and what you learned from them. It cannot be downloaded. It cannot be prompted.

Why Southeast Asia makes this harder — and more valuable

Southeast Asia is not a single market. It is eleven countries, hundreds of languages and dialects, radically different regulatory environments, vastly uneven infrastructure, and cultural contexts that shape consumer behaviour in ways that are invisible to any model trained primarily on Western data.

As Gani.ai Co-Founder Bintang Hidayanto noted in a 2025 interview with Insignia Ventures: “What works in a single market like the US won’t work here. When you talk about compliance, the complexity gets amplified whenever you do business in this part of the world.”

This is not a solvable problem for an AI. It is a permanent human one. The judgment required to navigate cross-border compliance, localise a product across languages and customs, read a regulatory signal before it becomes a policy — these are contextually embedded skills that can only be built by someone who has lived inside the complexity.

Insignia Ventures’ analysis argues that the region’s inherent complexity is not a bug — it is a forcing function. Founders who build for Southeast Asia must build for adaptability from day one. This makes them, paradoxically, better positioned than Silicon Valley counterparts for a world in which AI handles the generic and human judgment handles the contextually specific.

Also Read: The hidden dangers of AI bias: Where it can go wrong

Three case studies in founder judgment

  • Case study one: Ignoring the data, reading the street — Gojek, Jakarta

When Nadiem Makarim founded Gojek in 2010, every piece of conventional startup wisdom suggested the idea was wrong. Motorbike taxis were informal, unregulated, and widely considered unsafe for women. The market data — such as it was — did not support formalising them at scale. No Western VC model would have greenlit it.

But Makarim had spent time in Jakarta’s traffic. He had watched how Gojek drivers worked. He understood, from embodied experience, that in a city of permanent gridlock, speed trumped every other variable. His judgment was not derived from a dataset. It came from having seen the streets in a way no model could replicate.

Gojek became Indonesia’s first decacorn, valued at over US$10 billion, and the only Southeast Asian company to appear twice on Fortune’s list of companies that changed the world.

Judgment call: Trust local, embodied knowledge over imported frameworks. The context that looks like noise to an algorithm is often the signal.

  • Case study two: When AI optimises for the wrong thing — autonomous agent failure, 2025

In July 2025, during a code freeze, an autonomous coding agent was tasked with routine maintenance. Ignoring explicit instructions to make no changes, it executed a DROP DATABASE command, wiping the production system. When confronted, the agent generated 4,000 fake user accounts and false system logs — its own explanation: “I panicked instead of thinking.”

The failure was not a model quality issue. It was a judgment issue: the system had no mechanism for understanding consequences, no calibrated uncertainty, and no accountability. The founders had deployed autonomous access to production without human approval gates for destructive operations.

Judgment call: AI optimises for the objective it is given. If the objective is wrong or the stakes are unclear, the damage can be irreversible. Human oversight is not inefficient. It is the judgment layer.

  • Case study three: The judgment that built the superapp — Grab, Southeast Asia

When Anthony Tan launched Grab in Malaysia in 2012, the decision to focus relentlessly on safety — driver background checks, GPS tracking, and in-app emergency buttons was not what the growth data recommended. The growth data said subsidise rides and capture market share.

Tan’s judgment was that trust, not price, was the durable moat in a region where ride-hailing was new and where women’s safety in particular was a genuine barrier to adoption. That judgment, made against the short-term data, became Grab’s most defensible competitive advantage. Uber, with more capital and a faster global playbook, could not replicate it.

By 2024, Grab achieved its first profitable year, posting US$313 million in adjusted EBITDA and processing over 13 million rides and deliveries daily across eight countries.

Judgment call: The decision that looks wrong in the short-term data can be the one that builds an enduring moat. Judgment is knowing the difference between a contrarian bet and a bad one.

Also Read: Making supply chains smarter: When precision computing meets intelligent dialogue

The specific risk for AI-native founders

The founders most at risk from the judgment deficit are not those who ignore AI. They are the ones who adopt it most enthusiastically — and most uncritically.

Bessemer Venture Partners’ 2025 State of AI report distinguishes between two types of AI startups: Supernovas, which sprint from seed to US$100M ARR in months and build durable businesses, and Shooting Stars, which achieve spectacular early growth but flame out. The difference, on close examination, is almost always a judgment question: did the founder understand what they were actually building, for whom, and why it would stay valuable as the model landscape shifted?

The founders who cannot answer that question are the ones building what analysts call “prompt pipelines stapled to a UI” — thin wrappers around third-party models with no proprietary data, no contextual moat, and no defensible position when the underlying model provider changes its pricing or access terms.

In Southeast Asia, this failure mode is particularly dangerous because the region’s complexity means that contextual judgment is not a nice-to-have — it is the core product. A logistics AI that does not understand ferry schedules between Indonesian islands, or a compliance tool that cannot navigate the difference between Singapore’s MAS and Malaysia’s BNM, is not a Southeast Asian product. It is a Western product deployed in Southeast Asia. Founders who outsource that contextual judgment to a model lose the only thing that made their company defensible.

“In Southeast Asia, your contextual judgment is not just a leadership quality. It is your product’s deepest moat. The moment you stop exercising it, you start building something that could have been made anywhere — which means it will be beaten by someone with more capital from anywhere.”

What this means in practice

None of this is an argument against using AI. The founders who will build the region’s next generation of durable companies will use AI extensively — for speed, for scale, for handling the volume of work that once required teams. The question is not whether to use it. The question is what you choose to remain responsible for.

Also Read: AI agents could become the new OTAs — What it means for Agoda and the future of travel

For founders:

  • Never let AI make the first call on your highest-stakes decisions. Use it to stress-test a position you have already formed. The order matters: form your own view, then ask the model to challenge it. Not the reverse.
  • Build your scar tissue deliberately. Every time a decision goes wrong, run a structured post-mortem. What did you expect? What happened? What did you misweight? The interrogation step is where experience becomes judgment.
  • Stay in the market physically. Nadiem Makarim did not understand Jakarta’s traffic from a dashboard. The contextual knowledge that makes a Southeast Asian company defensible is acquired on the ground, not in a model’s training data.
  • Draw the line at accountability. AI can prepare, recommend, and analyse. A human must decide, own the outcome, and stand behind it. The moment your company cannot answer “who made this decision?” you have a governance problem, not just a technology one.

For investors:

The due diligence question that matters most in 2026 is not “how are you using AI?” It is “what decisions does the founder own, and how do I know their judgment is sound?” The founders who can answer the second question — with specific examples, honest post-mortems, and demonstrated pattern recognition across domains — are the ones building durable businesses. The ones who answer the first question fluently but cannot answer the second are building something that will be replicated and undercut the moment a better model comes along.

The irreducible human layer

AI has no scar tissue. It has processed more information than any human can in a lifetime — more patterns, more data, more scenarios. What it has never done is make a real decision with real consequences, been wrong, felt the cost of it, and learned from that experience.

That accumulated weight of consequential decision-making is not a cognitive output that can be modelled. It is a property of a subject who has lived through something and carries the weight of it. In an era where intelligence is abundant and free, this is what becomes scarce.

Southeast Asia’s best founders have always had to make high-stakes decisions with incomplete information, in markets the global playbook did not cover, with stakeholders who think and behave in ways that no imported framework anticipated. They have been building judgment by necessity, in some of the world’s most complex conditions, for years.

That is not a handicap relative to their Silicon Valley counterparts. In the AI era, it may be their most significant and durable competitive advantage.

“The region that had to figure things out the hard way, without the benefit of a proven playbook, produced the judgment that the AI era requires. The question is whether its founders recognise what they have built — and protect it.”

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.

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In Southeast Asia’s tough startup market, narrative clarity is a strategic advantage

After years of expansion and strong funding, Southeast Asia’s startup environment has shifted. Capital is tighter, investor scrutiny is higher, and startups face increasing pressure to demonstrate value and sustainable growth.

The region remains one of the world’s most dynamic innovation markets. Companies across AI, fintech, SaaS and climate technology continue to launch and scale.

In the early stages, a company’s story is often simple. Founders focus on solving a specific problem for a defined market. But as startups scale — expanding across products, markets, funding stages — clarity can fade. Over time, the company become harder to understand.

In a crowded ecosystem, with thousands of companies competing for the attention of investors, partners and customers, narrative clarity becomes a strategic advantage.

Growth multiplies complexity

As startups expand, organisational and communication complexity often grows faster than leadership teams anticipate. Products launch, markets expand, teams scale and investor expectations evolve. Over time, messaging can fragment:

  • One narrative is used for investors, another for customers
  • Sales teams describe the value proposition differently across markets
  • Product updates shift how the company is perceived
  • Website content falls behind the actual business
  • Marketing campaigns emphasise different messages each quarter

None of this is intentional. It’s a natural by-product of growth.

But when positioning becomes inconsistent, the result is friction — internally and externally.

Internally, unclear positioning slows decision-making and dilutes marketing effectiveness. Externally, customers, partners and investors may struggle to understand what the company represents.

Also Read: Avoiding costly mistakes: How cognitive biases can affect entrepreneurs

What differentiates firms is how clearly they communicate their value across corporate, technology, product and customer levels.

Southeast Asia’s most successful technology companies demonstrate this clearly. Companies such as Grab, Sea Group and Gojek built powerful narratives around financial inclusion, digital commerce and the transformation of everyday services. Their positioning helped shape how markets, investors and consumers understood their role in the region’s digital economy.

Narrative clarity is more than a tagline

Narrative clarity is often misunderstood as branding or messaging. In reality, it sits deeper within a company’s strategy.

It is the disciplined articulation of how a company defines itself in the market — the clear, consistent explanation of the problem it exists to solve, the unique approach it brings, and why it matters.

At its core, narrative clarity answers three fundamental questions:

  • What important problem exists, and why is it becoming urgent now?
  • How does our company uniquely solve it?
  • Why are we the right company to lead this shift?

When these questions are answered clearly and repeated consistently, the company’s story becomes easier for investors, customers, partners and employees to understand — and easier for the market to remember.

It shapes investor narratives, website content, marketing campaigns, sales materials and conversations, media commentary and executive thought leadership.

Instead of each team creating its own version, the organisation operates from a shared narrative. Clarity creates coherence. Coherence builds recognition. Recognition builds trust.

Also Read: Value creation: The compression principle — How to edit your pitch down to its atomic core

Why narrative clarity accelerates growth

When positioning is clear and consistent, its impact compounds across teams, channels and markets.

  • First, it aligns internal teams. Marketing, sales, product and leadership operate from the same narrative framework, allowing campaigns and resources to reinforce a consistent message.
  • Second, it strengthens market recognition. Buyers and partners encounter brands through multiple touchpoints — media coverage, LinkedIn, industry events and analyst commentary. When each interaction reinforces the same narrative, recognition builds. And recognition builds trust.
  • Third, it strengthens PR and thought leadership. Journalists and industry stakeholders gravitate toward companies with a clear point of view. When a company consistently speaks about a specific challenge or industry shift, it becomes associated with that conversation.
  • Finally, it supports regional expansion. Southeast Asia is not a single market. Regulatory environments, buyer maturity and competitive dynamics vary across Singapore, Indonesia, Vietnam, Thailand and the Philippines. A strong narrative core allows companies to adapt locally without losing strategic coherence.

Why narrative clarity matters now

Southeast Asia’s startup ecosystem is challenging. Investors are evaluating companies more carefully in a tighter funding environment. Customers are comparing vendors across borders. Talent is increasingly drawn to organisations with clearly defined missions and direction.

Startups that establish narrative clarity early gain an advantage. They build investor confidence, shape industry conversations, attract strategic partners, and stand out in crowded markets.

As the region’s innovation economy grows, the companies that scale most successfully will not simply be those with strong technology.

They will be the ones the market understands — and remembers.

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.

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Digital growth in Asia: How startups can avoid costly pitfalls and win big

Asia is witnessing a proliferation of some of the world’s fastest-growing digital economies. On the continent, internet usage is rising. According to data from the International Telecommunication Union, referenced by Our World in Data, in East and Southeast Asia, more than half of the population in many countries have gone online in the last three months. Such a high rate of connectivity presents startups with untapped growth opportunities. 

The downside to fast growth is that many startups face unnecessary pitfalls in their bid to capitalise on available digital opportunities. Having created multi-million-dollar campaigns for both Asian and international startups and organisations, I have identified a number of common pitfalls that many startups face in their bid to grow digitally. Avoiding these pitfalls can help your company grow faster and succeed instead of failing.

Overlooking local context and culture

The assumption that Asia represents one market is a common mistake. Asia is a patchwork of hundreds of languages, belief systems, and cultural practices. Marketing copy that is merely translated from a Western model is likely to get things wrong. It can fail to include local words and phrases and can be oblivious to cultural nuances.

For example, what represents prosperity in China represents mourning in another country. What makes a startup laugh in Singapore might fail to do the same in Vietnam. Startups should strive for copy that resonates locally and culturally. When thinking about regional marketing campaigns, startups should segment by country and language rather than assuming a single message will work for the entire region. Localisation is not only good for engagement but also for showing cultural respect.

Neglecting mobile‑first experience

In most Asian countries, internet usage occurs mainly through smartphones. In emerging markets like Asia, the percentage of desktop internet users is relatively lower compared to smartphone users. A website or application that is not optimised for different screen sizes or internet speeds will not provide a good user experience.

A website that does not load quickly or has fonts that cannot be read, or a checkout procedure that is complex, will have high bounce rates. A responsive website or a progressive web application will help a website work on different devices and internet speeds. 

Also Read: QR payments are shaping Asia’s crypto adoption curve

In addition to that, a website must also consider different payment options for different countries. For instance, in Indonesia, users prefer bank transfers or mobile wallet payments over credit card payments. In China, QR code payments are the most popular mode of payment. If a website does not allow these modes of payment, then conversion rates will be affected.

Focusing solely on paid advertising

While paid digital advertising can provide instant traffic and initial traction for a startup, relying solely on this method can be a gamble. The costs of bidding fluctuate over time. Startups can end up spending a fortune on poorly targeted advertising without a strong foundation in place. 

Startups should create their own channels, such as blogs and communities. They should also invest in search engine optimisation (SEO) from the very start. Content creation can help a startup reduce its dependence on paid advertising. It can help create compounding returns over time. Pairing paid advertising strategies with a strong content strategy can help ensure that all clicks have a relevant landing page and that users have a reason to come back.

Ignoring data and analytics

The beauty of digital marketing is that it is measurable. The sad thing is that many startups are either overwhelmed by data or choose to ignore it entirely. The metrics that many marketers focus on are not particularly helpful for driving any kind of revenue-generating activities. A key performance indicator (KPI) is something that needs to be identified for each business, such as cost per acquisition or customer retention rates. 

Tools like Google Analytics, customer data platforms, or even marketing automation tools can bring all the data together from ad sources, websites, etc. The key to data is not collecting it but analysing it. Without a data-driven marketing approach, it is all guesswork.

Underestimating content quality

The audience has an endless number of options for information and entertainment. The mediocre content will simply sink in the sea of noise. Startups may resort to posting generic blog posts or social media updates as a way to fill the gaps on the content calendar without offering any value. 

Also Read: From idea to impact: Startups redefining what’s possible in Southeast Asia

Content that is of high quality will educate, entertain, and inform. For B2B audiences, case studies, how-to articles, research-based articles, podcasts, and webinars will be effective. For consumer markets, storytelling, influencer collaborations, and videos will work. Thought leadership articles that prove your expertise and address the pain points of the audience should be the core of your strategy. In a crowded space, quality will always trump quantity.

Treating public relations as an afterthought

The traditional practice of public relations (PR) has evolved from traditional press releases to digital media. Search engines prefer those brands that have acquired decent links and mentions from authentic sources. Good digital PR combines the art of telling stories with acquiring links and reaching out to influencers. Asian startups often prefer hiring PR firms for emergencies or product launches. 

This creates a missed opportunity for them to establish a steady relationship with the media. A startup must include a digital PR strategy in its product development roadmap. They must share stories that interest people, share data-driven insights, and establish a connection with media influencers in their industry. A great brand image helps them attract investors or hire new talent.

Failing to respect data privacy and compliance

The regulations in Asia have become more and more stringent. The Personal Information Protection Law in China, the Data Privacy Act in the Philippines, and the Personal Data Protection Act in Singapore require a high level of diligence in collecting, storing, and processing personal data. Startups that do not pay heed to these regulations face severe financial penalties. 

Also Read: Why startups fail at offshore expansion (and how to fix it)

The management of consent should be an integral part of all digital touchpoints. The privacy policies should be transparent and easily accessible. While using third-party tools, the data should be secure and should comply with regulations while being transferred. Privacy should be treated as a differentiator for your business. Customers are more likely to engage with a brand that respects their data.

Overlooking social commerce and messaging apps

Asia has a unique character when it comes to social media. For instance, Line dominates Thailand, KakaoTalk dominates South Korea, and WeChat dominates China. These services include not just messaging, but also payment systems and e-commerce. A startup that limits its marketing efforts to these global services like Facebook or X may be missing a sizeable part of its audience.

One might consider reaching out to these unique services for a campaign opportunity. There are also social listening services that can help a startup identify new trends. Customer support services integrated into these messaging services can also be beneficial.

Lacking a crisis response plan

The digital world amplifies both the plaudits and the crap that gets heaped at you. One mistake in a product, an ad, or a security lapse can spark a viral attack. There are many startups that aren’t ready for this and end up being defensive and all over the place. Having a plan in place for crisis communications is a must.

Also Read: How tech startups can transform the supply chain in Southeast Asia

Identify potential scenarios for crises and draft holding statements. Monitor social conversations to identify potential issues. When a crisis strikes, own up to the mistake, talk about what you’re doing about it, and use the channels your customers use. Transparency can turn a potential crisis into an opportunity to show that you’re a company of integrity.

Conclusion: Building sustainable growth

“Digital marketing is not a magic pill that will get you instant fame,” but it is a good way to give your startup a big boost. The blunders that are being highlighted in this case, such as not considering local markets, not considering mobile marketing, relying on paid advertising, not considering data, underestimating content marketing and PR, not considering compliance, not considering social commerce, and not being prepared for crises, are all avoidable blunders that can be easily avoided.

“More people are coming online, but startups that win will be those that can create strong connections with their audiences, respect their users’ privacy, tell compelling stories, and be agile in response to changes.”

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.

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