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Analyse Podcast

Bernard Leong
Analyse Podcast
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530 episódios

  • Analyse Podcast

    We Never Left the Industrial Age: AI and the Future of Work with Aneesh Raman

    01/07/2026 | 41min
    Fresh out of the studio, Aneesh Raman, Chief Economic Opportunity Officer at LinkedIn and co-author of Open to Work: How to Get Ahead in the Age of AI, joins us to dismantle the flattened narrative that AI is simply taking jobs. His counter-thesis: work is changing, not ending — and we never truly left the industrial age, only traded the factory floor for the office floor. Aneesh walks through his three-bucket framework for auditing your week, the move from the career ladder to the career wall, and why the org chart is giving way to the work chart. He closes by reframing the current AI moment as a battle of belief, urging leaders and workers to move from anxiety to agency and bet on themselves.
    "We are in a battle of belief right now more than anything else. So stories matter a lot to humans. It's not just the tools we create, it's the stories we tell that have allowed us to become everything we've become. But whether it leads to better or worse... depends on the story we tell now. If we tell ourselves a story that it's going to lead to worse, it's more likely going to lead to worse. Because we have to unwind a lot of what the industrial age has told us to think about ourselves. A lot of industrial age work was about deficit management. I don't have the degree yet, I need to get it. I don't have the job title yet, I need to get it. We all started from a place of what we don't have, that we needed to get, in order to feel of value and succeed. This world..." - Aneesh RamanEpisode Highlights:
    [00:00] Quote of the Day by Aneesh Raman
    [01:55] Aneesh's origin story
    [04:00] The labour market: least efficient, transparent, dynamic market ever built
    [05:45] Career advice: worry about what you can control
    [07:19] Open to Work and the misaligned labour market
    [09:00] We never left the industrial age
    [10:36] Jobs are tasks, not titles — the software engineer example
    [11:50] The three buckets: automated, augmented, uniquely human
    [13:34] Gen Z: highest AI confidence, entrepreneurial by survival
    [15:49] The real gap: mid- and late-career professionals
    [16:13] Using the tool while rejecting the fatalism
    [18:06] Auditing your week: list twelve tasks, sort three buckets
    [20:22] Is there a cognitive ceiling? Bucket two for everyone
    [21:00] Human capability is a fraction; it's human with AI
    [23:34] Why the org chart emerged from the industrial age
    [25:30] Work-chart principles: capabilities, not categories
    [26:30] Managers as coaches and the rise of the super IC
    [27:37] Asia Pacific: a responsible AI-era workforce strategy
    [31:00] Anxiety to agency: we are in a battle of belief
    [32:10] Bet on yourself: from deficit management to asset inventory
    [34:07] How long is the window? Five years of experimentation
    [36:04] The question no one asks: what's possible?
    [36:23] The innovation explosion and the Lost Einsteins
    [38:02] Fifty years to outdo the last five hundred
    [38:17] What this all means for LinkedIn
    [40:30] Recommendations

    Profile: Aneesh Raman, Chief Economic Opportunity Officer, LinkedIn and Co-Author of "Open to Work"
    LinkedIn: https://www.linkedin.com/in/aneeshraman/
    Open To Work: https://www.linkedin.com/opentowork/
    Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.
    Here are the links to watch or listen to our podcast.
    Analyse Podcast Main Site: https://analysepodcast.com
  • Analyse Podcast

    If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans

    24/06/2026 | 57min
    Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the World, returns to explore whether the AI model layer is becoming commodity infrastructure. Benedict argues there is no winner-takes-all effect in models yet, drawing parallels to telecoms, cloud, chips and the fiber bubble to ask where durable value actually accrues when everyone runs similar infrastructure on similar tokens. He unpacks why the chatbot remains a poor interface, introduces the "blank screen" and "jagged frontier" problems that keep software companies alive, and explains why large language models inherently give you "the average." Closing the conversation, Benedict reflects on the indicators that would show AI has truly eaten the world — and why the answer is better products, not better models."When you automate away work, you can always see the jobs that are going away because they're right there. And you don't know what the new jobs are going to be. Human needs are infinite. How many people are earning a living from making podcasts now? Imagine predicting that 10 years ago. There's a stage in the evolution of the market where like if you're still arguing about that, you're an idiot. But there's a stage at the beginning where you might have opinions about some of these questions, you're probably not even asking the right questions. That, I think, is where we are with this stuff today." — Benedict EvansEpisode Highlights: [00:00] Quote of the Day by Benedict Evans from AI Eats the World[01:16] The public market test: what are investors buying?[04:21] How far up the stack can models go?[05:30] Models can't build all the apps themselves[06:00] The thesis: models as commodity infrastructure[07:52] "All the value went up the stack"[08:24] Chips and Rock's Law: down to three players[11:23] The 1999 reseller story: one-time sales[13:28] The S-curve framing of technology[16:38] You're probably not asking the right questions on AI[18:02] "If this works, we're competing with a Mac"[20:25] Incumbents make it a feature[22:14] Big tech "killing startups" is overstated[24:39] Cowork as the new spreadsheet[26:01] The blank-screen and jagged-frontier problems[29:00] The hard part isn't writing the code[31:25] "What a good answer would probably look like"[33:38] The job displacement debate[37:38] Jevons paradox and the lump-of-labour fallacy[40:30] LLMs inherently give you the average[42:36] Why you really hire McKinsey[45:33] Punk versus prog rock: outside the training data[49:00] Automating ever-higher human functions[49:55] Why this is unanswerable: no theory of scaling[51:30] Indicators that AI has eaten the world[54:53] The solution isn't a better model[56:39] Where to find Benedict Evans
    Profile: Benedict Evans, Independent Technology Analyst
    LinkedIn: https://www.linkedin.com/in/benedictevans/Website: https://www.ben-evans.com/newsletter
    Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.
    Here are the links to watch or listen to our podcast.
    Analyse Podcast Main Site: https://analysepodcast.com
    Analyse Podcast Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl
    Analyse Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
    Analyse Podcast LinkedIn: https://www.linkedin.com/company/analyse-podcast/
    Sign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup
    Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
  • Analyse Podcast

    Inside "Defending Taiwan": How to prevent a war between China and the US with Eyck Freymann

    16/06/2026 | 1h 2min
    Fresh out of the studio, Eyck Freymann, Hoover fellow at Stanford and author of Defending Taiwan: A Strategy to Prevent War with China, joins us to explore why the Taiwan question will be decided by economics and coercion, not by invasion. Eyck unpacks the Thucydides Trap as a warning, not a prophecy, traces how Xi Jinping's Belt and Road statecraft shapes his approach to Taiwan, and contrasts a kinetic invasion with the "quarantine" scenario he fears most. He reframes 2027 as a capability milestone, recasts TSMC as a "silicon magnet" binding America to Taiwan, and flags Taiwan's 2028 election as the real flashpoint. Last but not least, Eyck argues the real task is to deter the crisis, not the war.
    "For Beijing, I hope they will say: the United States actually does have a strategy to use every element of its national power to preserve peace and stability without provoking us, and we should not assume the United States is incapable of an effective response. In Taiwan, I think the lesson is: the United States trusts the people of Taiwan to choose the best future for themselves, and ultimately Taiwan's fate is up to the people of Taiwan to choose. That is the heart of what the American One China policy is about and must be about. The people of Taiwan must choose, and the United States will respect their choices. That is a profound insight that doesn't get said often enough." - Eyck FreymannEpisode Highlights:
    [00:00] Quote of the Day by Eyck Freymann from the Hoover Institution at Stanford
    [01:18] Eyck's origin story
    [04:02] When Taiwan deterrence pulled the threads together
    [06:33] Why the CCP embraces the Thucydides Trap
    [07:36] Belt and Road as decentralized statecraft
    [10:18] How Belt and Road consolidated Xi's power
    [11:39] Xi's legacy project: why Taiwan comes next
    [12:17] What gets lost without untranslated Chinese sources
    [14:12] China's unexplained nuclear breakout
    [16:23] Applied history: lessons from three mentors
    [19:50] Reframing the timeline: 2027 vs 2049
    [22:49] Declassifying the Davidson window
    [24:27] Is 2049 bound by Xi's resolution?
    [27:34] Cross-strait history and the counterintuitive lesson
    [29:28] Two scenarios: kinetic invasion vs customs quarantine
    [34:00] The TSMC financial-shock trigger
    [36:48] Strategic ambiguity vs structured ambiguity
    [42:39] The one thing few understand: it's all economic
    [44:39] The right and wrong asks of Southeast Asian neutrals
    [47:17] The silicon shield paradox and chip onshoring
    [50:19] Why the CHIPS Act won't replace Hsinchu
    [53:49] The January 2028 Taiwan election as a flashpoint
    [55:24] Meta-question: the neglected domestic politics of Taiwan
    [58:07] What success looks like for the book
    [60:14] Closing

    Profile: Eyck Freymann, author of "Defending Taiwan" and Hoover Fellow
    LinkedIn: https://www.linkedin.com/in/eyck-freymann/Personal Site: https://www.eyckfreymann.com/
    Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. /
    Here are the links to watch or listen to our podcast.
    Analyse Podcast Main Site: https://analysepodcast.com
    Analyse Podcast Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl
    Analyse Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
    Analyse Podcast LinkedIn: https://www.linkedin.com/company/analyse-podcast/
    Sign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup Subscribe Newsletter on LinkedIn
    https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
  • Analyse Podcast

    Innovationism: A New Philosophy for the Age of AI with James Liang

    10/06/2026 | 1h 1min
    Fresh out of the studio, James Liang — Co-founder and Executive Chairman of Trip.com Group, economist, and author of Innovationism: A New Philosophy for the Age of AI — joins us to explore what becomes of human meaning when AI does the work. James argues that innovation and heritage are "the same coin": innovation measured by how much heritage it leaves behind. He unpacks why the individual, not the nation or firm, is the binding constraint on innovation, why aging societies stop producing startups, and how his Nature 2024 hybrid-work study reframes family-friendly policy as economically rational. Closing the conversation, James explains why he is bullish on China mid-term but bearish long-term — and why population, not chips, is the real race.
    "To innovate and to innovate successfully is measured by how much heritage you generate. But you know what's a good innovation? What's innovation can have a lasting impact? In my definition, the good news is it's going to last." - James LiangEpisode Highlights:
    [00:00] Quote of the Day by James Liang, Chairman of Trip.com Group
    [01:06] Introduction: James Liang
    [03:18] Stepping down twice — the mobile wave he didn't see
    [05:57] Founder mode and returning to lead Trip.com
    [07:31] Three life lessons: a rich life, experience, family
    [09:44] Innovationism — why the book opens with his daughter
    [11:24] Core tenets: innovation and heritage as one coin
    [14:38] Innovation as writing a company's cultural values
    [16:00] What heritage really means
    [17:32] Distil to simplicity; learn more in the age of AI
    [19:00] The Nature 2024 hybrid-work experiment
    [19:44] Triple-win policies: employee, company, society
    [22:52] Innovation capacity — neurons, scale, connection
    [25:37] Three levels: nation, firm, individual
    [29:00] Why innovation cannot be planned top-down
    [30:21] Japan's missing startups; Korea and China compared
    [32:14] Hierarchy, vested interests, and blocked young talent
    [33:17] AI and moats — operators and the physical world
    [35:36] Education reform — stop filtering children too early
    [37:31] College as universal general education
    [40:00] Understanding still matters in the age of AI
    [41:46] What readers won't pick up from the page
    [42:14] The AI end game — master, child, or pet
    [43:27] Population as the safeguard against losing control
    [45:14] Technology ethics at the frontier
    [46:01] Longevity, fresh blood, and stagnation
    [49:19] Interstellar trips as Trip.com's next frontier
    [49:41] The biggest misconceptions about China's innovation
    [50:36] The big-country advantage in digital technology
    [52:23] Electric cars, life science, three times the talent
    [54:16] The China–US race — researchers as the real bottleneck
    [56:38] Why blocking China hurts the US more
    [57:42] The question James wishes people would ask
    [59:25] Success for innovationism — relax, travel, have children
    [61:22] Closing
    Profile: James Liang, Co-founder, Executive Chairman of the Board, Trip.com Group and Author of "Innovationism: A New Philosophy for the Age of AI"
    LinkedIn: https://www.linkedin.com/in/james-liang-tripgroup/
    Trip.com Group: https://investors.trip.com/board-member/james-jianzhang-liang
    Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.
  • Analyse Podcast

    Incorruptible: The Chapter The Lean Startup Missed with Eric Ries

    03/06/2026 | 46min
    Fresh out of the studio, Eric Ries — author of the new book Incorruptible, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup — joins Bernard Leong to discuss his blueprint for building mission-controlled companies that resist financial gravity. Eric explains why trustworthiness is the most underrated asset in business and why success, far from being a shield, makes companies a target worth capturing. He walks through the governance fortresses that have kept Costco, Novo Nordisk, and Patagonia true to mission for decades, and argues that today's so-called best practices have destroyed billions in shareholder value. The conversation turns to AI: which parts of the Lean Startup it accelerates, which parts it cannot, and why validated learning still lives only between the ears. Eric closes with a radical redefinition of profit as the maximization of human flourishing, and a challenge to Asia-Pacific leaders to leapfrog the governance failures the West is about to live through.
    "We're helping people create this asset and we're teaching them the wrong idea. We're teaching them that success will protect them. But that's backwards. Success makes you a target worth capturing. And so that explained to me all these companies I saw that failed—not because they went out of business, not because they failed to create value, they failed because of their success." - Eric RiesProfile: Eric Ries, Founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup.
    LinkedIn: https://www.linkedin.com/in/eries/
    Personal Site: https://www.incorruptible.co/
    Episode Highlights:
    [00:00] Quote of the Day by Eric Ries from *Incorruptible*
    [00:45] Introduction: Eric Ries, author of "Incorriptible" & "The Lean Startup"
    [01:11] Pulling the thread from programming to accountability
    [03:12] Lean Startup built companies; didn't teach protection
    [05:15] The billionaire dancing alone at the party
    [06:09] Trustworthiness: business's most underrated asset[07:18] Why success makes you a target
    [08:19] Today's best practices destroy value
    [09:19] Costco's governance fortress defends customer experience
    [09:54] Novo Nordisk's 100-year foundation structure
    [11:12] AI and the Lean Startup on steroids
    [14:09] MVP advantage dies when everyone has AI
    [15:39] The professor with the dangerous biotech breakthrough
    [17:13] Investors revealed as amoral actors
    [18:13] The builder's intuition: create then capture value
    [20:52] Protecting research from capital's gravitational pull
    [23:30] Organizations are literally alive
    [25:26] More humans, worse collective problem-solving
    [25:46] Moral character as an emergent property
    [27:25] Current profit definition has fatal blind spots
    [30:13] Hitman marketplace: humans as input factor
    [32:29] Surrogation: the measurement becomes the target
    [33:51] The pre-IPO team laughing after CEO leaves
    [36:36] Vatican conference on AI governance
    [38:00] Emperor-for-life founders carry impossible burden
    [41:31] Best practices young; ancient wisdom forgotten[44:40] Closing

    Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.
    Here are the links to watch or listen to our podcast.
    Analyse Podcast Main Site: https://analysepodcast.com
    Sign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
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A weekly podcast exploring the pulse of business, technology, and media worldwide. Hosted by Bernard Leong, the show features in-depth conversations with leading journalists, executives, entrepreneurs, and thought leaders on the ideas and forces shaping global markets — from Asia to the rest of the world.
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