Building and investing in Web3, AI, finance, infra and next-gen consumer ecosystems across APAC and beyond.
Singapore
Joined July 2022
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📢 We’ve moved to a new Telegram community channel!
Our new official OGBC Events & Community channel is now live and will be the main place for upcoming events, announcements and community updates 🔥
If you were part of our previous Telegram community, make sure to join us at the new channel!
🔗 t.me/ogbcgroup
Stay connected with #OGBC for more events and community updates!
We’re in Singapore.🙋
Would be nice to meet here.
今天在YC活动后台见到@garrytan ，有了一点私聊的时间。我问他说，虽然投资Coinbase给他带来了50多倍的财务上的回报，但是他投资的当时BTC仅仅6美元。如果他同时买入BTC，将是10000X的回报，毕竟投资了Coinbase 作为交易所，不应该同时看好比特币吗？
Garry说他也不是时间旅行者，如果这样做了他多赚100亿美金。但是当时他选择投资@brian_armstrong 仅仅是因为看好这个人，Coinbase也是不断在创业的过程中pivot 到了交易所这个方向。并不是Day1就看好比特币。他是后来才买的比特币，还不在coinbase上买的。
我右边是GIC的投资经理，他在劝说Garry把YC Startup School搬到新加坡去，希望他可以成功。
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Frontier models don’t last. Martin Casado (a16z): the commercial lifespan of a leading model is only 3 to 6 months.
Miss the next release window and you can lose the entire market.
This is why the real opportunity in AI isn’t just using the latest model, it’s being positioned in the companies that can keep shipping at the frontier.
Access to those private market opportunities is becoming the scarce resource.
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Full episode: Invest Like the Best with Patrick O’Shaughnessy – Martin Casado on Frontier Model Economics open.spotify.com/episode/1x5…
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Enterprise AI agents are moving beyond individual productivity tools and into industry-specific workflows.
IBM and Microsoft have launched Imagine Enterprise, a platform designed to help companies build, deploy and govern AI agents across existing data, systems and business processes.
IBM brings more than 6,000 prebuilt AI agents and assets, while Microsoft provides the cloud, data, identity, security and governance infrastructure supporting their deployment.
The initial frameworks focus on financial services, insurance and retail, where introducing autonomous systems requires controls, observability and compliance alongside capability.
For enterprises, building a capable agent is only part of the challenge. The harder work is connecting it to existing systems, giving it the right context and controls, and making it reliable enough to operate inside real business processes.
news.microsoft.com/source/20…
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OGBC Group retweeted
Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges.
They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.
OGBC Group retweeted
LATEST: 🤖 Vitalik Buterin says AI has created “new and more powerful monsters that we just have to deal with.”
"It's a crazy game, and unfortunately, it's also a compulsory game.”
OGBC Group retweeted
👇 Here’s your recap of our biggest AI updates from October 👇
ALT Slide showing an image of carbon with copy that reads: “Our latest frontier model offers state-of-the-art cybersecurity and long-horizon capabilities. We’re rolling it out first to a subset of trusted cyber defenders through our Fairwind Program before making it available more widely.”
ALT Slide showing an image of the number four with copy that reads: “Gemini 4 Argon rolled out globally. Gemini 4 Argon is built to excel at highly complex scientific, coding, and agentic problems. It is already having real-world impact in the scientific community, and at Google we’re using it to help on some of our hardest engineering problems.”
ALT Slide showing an image of a person wearing a Fitbit Edge on their left wrist with copy that reads: “Our smartest fitness tracker ever in a slim, comfortable design. Fitbit Edge¹ pairs precision GPS and automatic workout recognition across 50+ activities.”
ALT Slide showing an image of a dragon flyinging next to a castle in Gemini 4 with copy that reads: “Genie 4 brings unprecedented realism, real-world physics, lifelike human movement, and native audio to real-time interactive simulation. You can steer scenes as they unfold using natural language.”
The next AI infrastructure winner might not own the most GPUs.
It might be the one that makes them the most useful.
Modal CEO Eric's conversation on 20VC raises an important question for AI investors: Where does durable value actually accrue as inference becomes commoditized?
Three ideas worth thinking about:
→ Infrastructure moats are fragile. Execution speed matters more than early technical leads.
→ Raw inference is a pricing war. Developer platforms, sandboxes, and post-training workflows offer a path to differentiation.
→ Compute flexibility matters. Intelligent orchestration may prove more valuable than rigid, long-term GPU commitments.
At OGBC, we believe the more interesting opportunity is increasingly shifting from selling compute to enabling what developers can build with it.
Worth watching for anyone building or investing in the AI stack. 👇
youtube.com/watch?v=1dwyL6Iz…
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We’ve recently observed at OGBC that enterprise AI spend is increasingly concentrating around agents that can actually execute work — research, compliance checks, client servicing — rather than just generate answers.
The capital intensity of the stack underneath this (inference, data, identity) is becoming a defining feature of which platforms will compound.
In APAC, this is creating a clear split between firms that are redesigning operating models and those still running pilots.
menlovc.com/perspective/2026…
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Digital trust is becoming increasingly important as financial services adopt new technologies.
Taking place in Hong Kong, Next-Gen Digital Trust & Onboarding Architecture, co-hosted by the Hong Kong Digital Finance Association and London Stock Exchange Group (LSEG), will bring together industry leaders to explore the future of financial security.
From AI-driven fraud and digital identity to KYC/AML compliance and secure onboarding, the session will examine how financial institutions can strengthen security while maintaining a seamless customer experience.
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📅 November 5, 2026
🕓 4:00 PM – 7:00 PM (GMT+8)
📍 Hong Kong
🔗 RSVP: luma.com/zmyv4m0u
Stay connected with #OGBC for more event updates!
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The future of wealth management is bringing together AI, digital assets and financial regulation.
Join the Academic & Executive Dialogue: Stablecoins & Agentic AI in Wealth Management in Hong Kong, hosted by the Hong Kong Digital Finance Association and HKBU School of Business.
Featuring Colin Payne, Head of Innovation at the UK's Financial Conduct Authority (FCA), the session will explore responsible AI adoption, regulatory sandboxes, stablecoin infrastructure and cross-border fintech development.
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📅 November 4, 2026
🕡 6:30 PM – 9:30 PM (GMT+8)
📍 Hong Kong
🔗 RSVP: luma.com/lea1tl69
Stay connected with #OGBC for more event updates!
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OGBC Group retweeted
DeepSeek has released a prototype of a more autonomous coding agent as it seeks to challenge Anthropic’s popular Claude Code bloomberg.com/news/articles/…
Here’s what made headlines this week 📣
Catch up on the latest highlights with the OGBC Weekly News Wrap-Up ✅
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Ripple and BNY Expand Institutional Digital Asset Collaboration
Ripple and BNY are expanding their collaboration across digital asset custody and tokenized trade finance. BNY now supports XRP and RLUSD through its custody platform, while the companies are exploring tokenized trade finance on the XRP Ledger and direct RLUSD minting and redemption for eligible BNY clients.
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Ripple Receives Final Approval for National Trust Bank
Ripple has received final approval from the U.S. Office of the Comptroller of the Currency to establish Ripple National Trust Bank. The federally supervised trust bank will manage segregated reserves backing RLUSD and provide fiduciary digital asset custody services.
October 23, 2026
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