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Meta Bought a Singapore Startup for Billions (ep 67)

Meta Bought a Singapore Startup for Billions (ep 67)

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 A high-signal, no-filter roundtable with Hian Goh (OpenSpace Capital), Alex Dwek (COO, Nas.io), Michael Smith Jr. (The Generalists), and Raz Kotler (The Generalists).The Manus AI acquisition by Meta just became the biggest tech acquisition of a Singapore-based entity and the table breaks down the geopolitics, the deal mechanics, and what it really means for the ecosystem. From there, the conversation moves to Level3AI's funding and why usage-based pricing is eating SaaS, Singapore's S$1 billion AI commitment, the fundraising journey of a Singapore Series A startup, why US investors are finally writing checks into Singapore, and what Wikipedia vs. Grokpedia tells us about truth infrastructure. This is the full uncut Round 3 — sharp takes, inside baseball, founder lessons, and real talk about what's working.📖 What You'll Learn in This EpisodeWhy Meta acquiring Manus AI is a landmark validation for Singapore regardless of how the company got thereWhat China might (or might not) do about the deal, and the inside baseball on why the money may not get distributedThe "Singapore-first vs. flip" distinction and why it matters for the next wave of Chinese foundersLevel3AI's raise and why pay-per-outcome pricing is replacing SaaS seatsSingapore's S$1 billion AI budget: where it goes and why S$250M/year is meaningful for a small countryNas.io's fundraising journey: 9-day term sheet in 2021, 50+ pitches in 2025 and what changedWhy US funds are finally comfortable investing in Singapore (the "exclusion list" shift)Hian's FOMO vs. "Screw It" framework for how venture deals actually get doneWikipedia vs. Grokpedia: locked articles, editor cartels, and the future of truth infrastructureClaude Code, Cowork, and building a full-stack app without writing a single line of code🔔 Listen and SubscribeYouTube: ⁠https://www.youtube.com/@TheGeneralistsPodcast⁠Spotify: ⁠https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4⁠Apple Podcasts: ⁠https://podcasts.apple.com/sg/podcast/the-generalists🗣️🗣️🗣️🗣️ The TableHian Goh: https://www.linkedin.com/in/hiangoh/Alex Dwek: https://www.linkedin.com/in/alexdwek/Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/Raz Kotler: https://www.linkedin.com/in/razkotler/🔗 Links & MentionsManus AI: https://manus.imMeta: https://about.meta.comLevel3AI: https://www.level3.aiNas.io: https://nas.ioNas Daily: https://www.youtube.com/@nasdailyOpenSpace Capital: https://www.openspace.vcIntercom: https://www.intercom.comSierra AI: https://sierra.aiAirwallex: https://www.airwallex.comBenchmark Capital: https://www.benchmark.comTiger Global: https://www.tigerglobal.comByteDance / TikTok: https://www.bytedance.comClaude Code / Cowork (Anthropic): https://www.anthropic.comMarvell Technology: https://www.marvell.comCelestial AI: https://www.celestial.aiNvidia: https://www.nvidia.comMicrosoft: https://www.microsoft.comGrokpedia (xAI): https://grokpedia.comWikipedia: https://www.wikipedia.orgCarousell: https://www.carousell.comSGX (Singapore Exchange): https://www.sgx.comA*STAR: https://www.a-star.edu.sg
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