04 Nov 2025
39m

VC founder: AI isn't a bubble — but its founders need to think globally

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The Tech Download

The episode explores Singapore's role as a growing Asian tech hub, featuring Magnus Grimeland, CEO of Antler, who shares his experiences building and investing in the region. Grimeland emphasizes Asia's diverse opportunities, from China's tech leadership to India's vast engineering talent, and highlights Singapore's favorable business environment. He notes a shift towards global-minded founders in Asia, encouraging them to build world-leading companies. The conversation also covers AI, discussing investment strategies focused on backing talented teams rather than predicting specific trends. Grimeland identifies healthcare as a particularly exciting space for AI innovation, aiming to improve access and efficiency.

Outlines

Part 1: Singapore and the Asian Tech Landscape

Part 2: Founder DNA and Investment Philosophy

Part 3: AI Strategy, Moats, and Market Dynamics

Part 4: Valuations, Profitability, and Future Outlook

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