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A dumb American’s perspective on investing in Southeast Asia

Hippoland

Mobile penetration in SEA is much higher than in the US (on a volume basis). Here’s my take on B2B – if you look at the US ecosystem, most of the high flying B2B companies got to their level of growth because of fast sales cycles. These fast sales cycles tend to come from selling to other startups.

Asia 48
article thumbnail

A dumb American’s perspective on investing in Southeast Asia

Hippoland

Mobile penetration in SEA is much higher than in the US (on a volume basis). Here’s my take on B2B – if you look at the US ecosystem, most of the high flying B2B companies got to their level of growth because of fast sales cycles. These fast sales cycles tend to come from selling to other startups.

Asia 48