🎙️ EP 8 :Fraud, Fish & the Fragile Currency of Trust
Read up on our newsletter!
🎙 Most VCs think ESG stories are too noble to fact-check. That's how you lose $600 million. — Kim Yeoh
🛰 Southeast Asia's startup ecosystem just got a reality check that makes WeWork look like a rounding error. E-Fishery — Indonesia's sustainable aquaculture darling backed by SoftBank and Temasek — somehow turned $150 million in real revenue into $750 million on paper.
This week, Kim and Kevin dissect how an entire investment ecosystem got so drunk on ESG narratives that apparently nobody thought to count the actual fish feeders.
The truth? When trust breaks in…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.