Insights
Evergreen analysis on APAC markets, AI, and investing
Alex's point of view on APAC market shifts, industrial policy, innovation, AI adoption, and investing, written from an operator's perspective.
Commercial Strategy
Operator-level analysis of APAC market shifts, industrial policy, and where commercial value is actually built.
Singapore is putting serious public money behind AI adoption, for startups and established companies alike. A verified guide to the current grants, compute credits, and tax deductions, and the EDGE consolidation coming in the second half of 2026.
Tariffs on Chinese exports are redirecting FDI to Vietnam, Indonesia, India, and Malaysia. How SASEA is absorbing the shift, country by country.
How Japan, Germany, Singapore, and South Korea build innovation capacity without abandoning cultural values. A practical read for business leaders.
South and Southeast Asia are drawing record FDI and fast-growing digital economies. Singapore remains the most effective regional base for expansion.
The Fujifilm versus Kodak case and S&P 500 churn data show what happens when companies stop adapting.
AI
How AI actually lands in an enterprise: platform selection, adoption, and the discipline that turns a general model into a professional-grade tool, drawn from daily practice.
Most people use AI on its factory settings and get factory results. A one-time configuration, done once, changes what the tool gives back every time after.
Configuring the model fixes every chat. But real work runs on projects, not chats, and projects fail in three predictable ways. Three protocols fix each one.
You correct the same mistake for the third time this week. The model is not getting worse. It never retained the first correction. Here is the fix.
The first three layers tell the model what you want. This one verifies it happened. Rules that do not run are rules that do not work.
Investing
Notes on investing from an operator's seat. Alex is an early stage investor across public and private markets, working hands-on with portfolio companies on commercial strategy.
Interactive tool Wealth Projection Tool Model a long-run net-worth path across return scenarios, against a savings target. All-zero defaults, nothing stored, CSV export. A TeakCharge planning tool, not financial advice. Open the tool