For this month’s newsletter, Eddie wanted to include a personal note: "Today marks the 5th anniversary of my move to Vietnam, and I remain as enchanted and watchful and hopeful as I did on the day that I arrived.  The country -- as my experience in...

Congratulations to the Vietnam student delegation to the International Math Olympiad for getting 4 gold medals and #3 overall!  Of course, the outcome was not terribly surprising -- it’s  Vietnam’s sixth Top 10 finish in the last seven years.  This kind of math talent has...

Three days ago, we were made aware of behavior by Dave McClure, co-founder of 500 Startups, towards some number of women in the tech industry.  After mention of one incident in a New York Times article, 500 Startups top management shared a blog post that they had already...

The big recent news was that VNG -- the Vietnamese tech company that began as a game developer & distributor but has since moved into OTT messaging, ecommerce, etc. -- has begun exploring an IPO on NASDAQ.  It's just the beginning of a long process and...

Hi folks, Although we also invest in Vietnam-connected global opportunities, in this note we’d like to provide a quick macro update on Vietnam, which is relevant to our local/regional opportunities. The IMF projects Vietnam's growth to begin outpacing China’s in the next 2-5 years.  But in the...

This is the AARRR (Must Read!) startup metrics model. These 5 metrics represent all of the behaviors of our customers. We want to break down these 5 metrics on your product and look at them separately, then analyze and monitor them so that we can optimize them. A successful startup...