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AN OPERATING NOTEBOOK

I build in Asia-Pacific, then write down what it taught me.

For three years I ran Pudgy Penguins APAC and invested in companies like Halogen Capital across the region. Now I build the next thing in public, and publish my journey and lessons here.

THOUGHTS

one idea, most days

The CEOs of Intel and Broadcom Are Malaysian. The CEOs of Binance and TikTok Are Singaporean

Two countries, two completely different kinds of world-class. And it was never a competition.

Someone pointed this out and I can't unsee it. The CEO of Intel and the CEO of Broadcom, two of the biggest chip companies on the planet, are Malaysian. The CEOs of Binance and TikTok are Singaporean. Four of the most powerful seats in tech, split clean down the causeway.

Look at what each pair actually does and the whole relationship between our two countries falls into place.

We build the machine. Not the metaphor, the actual machine. Intel put its first factory outside America in Penang in 1972, on what was literally a paddy field, and this country has been assembling and testing the world's chips ever since. Factories, electronics, commodities, ports. If it's physical and it has to scale, we're somewhere in that supply chain, usually the part nobody sees or thanks.

Singapore built the layer that sits on top of all that. Law, capital, arbitration, the clean neutral ground where a Chinese company and an American one can sit at the same table and trust the paperwork. That is not a small thing to pull off. In some ways it's harder than a factory, because you can't buy trust. You earn it over decades and you never get to fumble it.

Here's the part I keep coming back to. Neither half is worth much alone. A factory with no financial hub behind it never scales past its own borders. A finance hub with nothing real being built underneath it slowly goes hollow, just numbers moving between screens. You need the thing, and you need the trust around the thing. One doesn't work without the other.

Which is why the whole "Malaysia versus Singapore" thing has always felt off to me. People love stacking the two side by side, GDP, passport, skyline, like it's a league table. But you don't rank a factory against a bank. They aren't playing the same game. We make the thing the modern world physically runs on. That's not a consolation prize. It's the floor everything else is standing on.

And honestly, the clean split isn't even that clean, which is the best part of the whole thing. Lip-Bu Tan, the man now running Intel, was born in Malaysia and grew up in Singapore. One guy, both halves. If you ever wanted a picture of how tied together these two countries really are, it's him.

So no, I wouldn't trade places. Real respect to what Singapore built, I mean that. But I'll take our half. We power the machine the whole region leans on, and now we get to build the next version of it from here, without asking anyone's permission to do it.

That's a good place to stand.

NEW

CALLS

COMING SOONTimestamped predictions, starting now. Each call will link to the original post, so the date is public and provable. The record builds from here.

POSITIONS

COMING SOONWhat I believe right now, with a confidence level and the one thing that would change my mind. Publishing the first set soon.

GUIDES

COMING SOONLong, free, evidence-led guides. Written once, updated as I learn. The first ones publish soon.

BUILDING

Hover any one for the story. The live ones link out.

LIVE03
Pengu.fun
Greater Malaysia
Notes
UPCOMING03
Smallworld
Flexs
Superbio
REDACTED03
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Internal 01
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Internal 02
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Internal 03

THE STACK

COMING SOONThe tools I actually run on, worth doing properly. Publishing the full stack soon.

BUY IT FOR LIFE

COMING SOONThings bought once and kept for decades. The list is worth getting right. Coming soon.

LEARNING LIST

COMING SOONEssays and talks worth your hour. Curating the list properly. Coming soon.

MORE ABOUT ME

Smallworld.chatJuly 2026Ship closed beta
Pengu.funJuly 2026Shipped pengu token portal for holders
Greater MalaysiaJune 2026Shipped open data platform about Malaysia
THE DAILY THOUGHT

One idea, most days, by email. No roundup, no funnel.

REACH ME

What’s this about? Pick one and I’ll point you to the right door.

You’re bringing a brand into APAC and keep mistaking translation for distribution.

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