VC Firm Wavemaker Sees Opportunities in Southeast Asia

The video discusses how startups can find opportunities during crises, using the example of a company that helped restaurants generate off-premise revenue during lockdowns. It highlights the benefits of B2B companies, which often have better unit economics and less pressure for rapid growth. The video also explores emerging opportunities in Southeast Asia, particularly in enterprise and deep technology sectors, and emphasizes the potential for unique business models in the region.

What is a key factor for startups to succeed during a crisis?

• Cutting costs significantly

• Expanding rapidly into new markets

• Focusing solely on existing customers

• Finding opportunities to create value

How did the company Auto help restaurants during the lockdown?

• By providing on-premise dining solutions

• By generating off-premise revenue through delivery

• By offering financial loans to restaurants

• By reducing operational costs

What is an example of a company adapting to the 'new normal'?

• A retail store reducing its online presence

• A tech company focusing on hardware

• A restaurant increasing on-premise dining

• A delivery service expanding its reach

Why are B2B companies considered advantageous during challenging times?

• They require less initial capital

• They have strong unit economics and gross margins

• They offer quick returns on investment

• They have high consumer demand

What is a characteristic of B2B companies that makes them appealing?

• They require constant rapid growth

• They have very thin margins

• They solve real problems with good margins

• They focus on discretionary spending

What is the potential for enterprise-focused unicorns in Southeast Asia?

• Restricted to consumer-oriented businesses

• Dependent on Western market trends

• High due to unique regional opportunities

• Limited due to market saturation

Which sector is seeing interesting developments in Southeast Asia?

• Traditional agriculture

• Deep technology and SME-focused businesses

• Luxury goods

• Tourism and hospitality