Southeast Asia’s Moment Leave a Comment / By @dm1n / January 20, 2023 Complete Film: Part I: Welcome by Nancy Hungerford, Former Anchor, CNBC Singapore Part II: The Case for Southeast Asia Part III: Plan vs. Actual: Holding Ourselves Accountable to our 2019 Predictions Part IV: Talent Flows in SE Asia's Innovation Ecosystem Part V: Where are We in the Macro Cycle? When Will IPOs Return? Part VI: Where and When Does GDP Growth Actually Lead to Value Creation? Part VII: To Each Their Own: Regional Specialization in Building TMT Equity Value Final Thoughts: Semiconductors, Vietnam's Sea Turtles, Bytedance Alumni, and Why the Founders of 2024-32 Will Change the World