Supabase, SoftBank & Asia's Power Shift

Description

GNA 5 is back with another Asia-focused breakdown of the biggest stories in AI, chips, developer platforms, semiconductors, capital markets, and startup geopolitics. 🤝 Sponsored by https://TAP4SRV.com - Quickly find local Service Providers on WhatsApp! 🤝 📖 What We Cover • Supabase’s $500M raise, GIC’s lead role, and why employee liquidity may become a startup hiring advantage • SoftBank overtaking Toyota and what it says about Japan’s shift from car manufacturing to AI infrastructure • Samsung, SK hynix, HBM memory, and why Korea’s AI chip boom is creating new wealth-sharing debates • NVIDIA doubling down on Taiwan despite the geopolitical risk around chips, TSMC, and China • DeepSeek’s $7.4B raise, founder ownership, state capital, and why it now looks more like a national AI asset than a startup • Shadow AI, open-source model risk, package risk, and why some teams may isolate Chinese models before testing them • Huawei’s push to reduce dependence on ASML and why lithography remains one of the hardest parts of the chip stack • China’s tightening controls on AI talent, algorithms, travel, IP, and startup exits after the Manus situation • AI chip smuggling and why physical demand for chips makes the “AI bubble” argument harder to defend • ByteDance, China AI pricing, and why AI companies may need to shift from SaaS subscriptions to consumption pricing • Twilio, outcome-based pricing, and why AI-era software may need new pricing models • Airwallex, China engineering optics, US market trust, and what founders should think about when building global companies from Asia 🔥Watch Our Other Videos: https://www.youtube.com/watch?v=Tf_dknB50qM https://www.youtube.com/watch?v=8eitqzpiqUs https://www.youtube.com/watch?v=ZJDZg3mr684 https://www.youtube.com/watch?v=0H24ck-is5Y https://www.youtube.com/watch?v=SW2bxHjUl-Y https://www.youtube.com/watch?v=tzdzT_L8zAw 👤👤 Anchors • Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/ • Raz Kotler: https://www.linkedin.com/in/razkotler/ 🔔 Listen and Subscribe • YouTube: http