Category: Uncategorized
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10 Years.
It all started with a belief that technology is the single greatest lever to nudge the world towards a better place. That belief brought me home to Singapore from Silicon Valley in 2010, into my first startup role, and eventually, through a series of fortunate detours, into venture capital. Today, as we rename Forge Ventures…
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Everyone’s Product: What Tinkering with AI Taught Me About the Future of Software
I started using Claude Skills when Anthropic launched the feature last year in Oct 2025. For context, Skills let you teach Claude specific workflows: how to query your CRM, how to format a pitch deck triage, how to write in your voice. You build these by conversation, not code. Within a few weeks, I had…
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Is the Power Law Broken in SEA?
A recent podcast summary from Tech in Asia suggested I believe “the VC playbook that built Silicon Valley is failing SEA” and that the power law is fundamentally broken here. That’s not quite what I meant, so let me clarify. The power law absolutely exists in Southeast Asia; it’s just operating at a different scale…
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Every Prompt is a Product
I was doing some digital housekeeping last week when I got to my Claude conversation history. Scrolling through months of prompts, I realized I wasn’t just using AI to get things done—I was accidentally prototyping products. This might be hyperbole, but consider the anatomy of any AI prompt you’ve written recently. You’ve likely structured it…
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Narratives & Storytelling
You must focus on the narrative/story as much as the product. If you don’t actively craft and update the market, the market will create a narrative for you based on its initial impression, even if it is years old and no longer relevant. I used to not want to do this as I felt it…
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My Interview with The Generalist
I often describe my career in venture capital as something of a happy accident. I didn’t set out with a grand plan to be part of Southeast Asia’s startup story. Like many others, I simply followed my curiosity and ended up in the middle of a generational shift. In a recent conversation with Michael, my…
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The First Four Years
Four years ago today, we quietly launched forge.vc with a simple website and a big idea: that Southeast Asia deserved a new kind of seed investor. That was the beginning of Forge. A couple of believers trying to rethink what seed investing in Southeast Asia could look like if we started from scratch. We wouldn’t announce the…
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Great Investment vs Great Companies.
I was reading The Information’s latest newsletter and caught this paragraph: For now, few investors seem worried about losing money. Just over the past few weeks, Anthropic closed a financing at over a $60 billion valuation and OpenAI has been in talks to raise at a $300 billion valuation including the investment. While both are…
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Game Theory and Venture Capital
I recently came across political scientist Robert Axelrod’s work determining the best strategy for winning a repeated Prisoner’s Dilemma game. The surprising winner? A simple algorithm called Tit for Tat. It followed four straightforward rules: be nice, be forgiving, be retaliatory, and be clear. Four principles undergird the effectiveness of the Tit for Tat strategy:…
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Writing Online
A recent insight is from Fred Wilson, on the topic of writing online. He said, which is an interesting way to think about it, that writing online is a conversation. One of the main obstacles to my writing more frequently is the mental block of writing ‘perfectly’ and the self-defeating thought of ‘how am I…