Cross-Border VC: Scaling AI Startups Between Asia and the U.S. (Wally Wang) Podcast Por arte de portada

Cross-Border VC: Scaling AI Startups Between Asia and the U.S. (Wally Wang)

Cross-Border VC: Scaling AI Startups Between Asia and the U.S. (Wally Wang)

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In this episode of The Venture Capital Podcast (VC.fm), hosts Peter Harris and Jon Bradshaw talk with Wally Wang, Founding Managing Partner at Scale Asia Ventures and a Business Insider Seed 100 (2025) investor, about identifying AI winners early — and scaling them across the U.S. and Asia (Japan, Korea, APAC).

Wally brings a unique mix of experience as a machine learning scientist (NYU / CMU / Microsoft), a former operator (YC-backed Pebble, acquired by Fitbit), and an enterprise founder who helped grow DataVisor (raised $150M+). Today, he backs AI infrastructure, enterprise AI agents, cybersecurity, developer tools, and robotics, with a strong cross-border thesis that helps founders expand globally and access strategic distribution partners in Asia.

We discuss:

  • How to evaluate “real” AI founders vs hype
  • AI moats: why product-market fit isn’t enough anymore
  • What actually creates defensibility in enterprise AI (data, trust, workflows, integrations)
  • Build vs buy in AI: when enterprises DIY vs purchase software
  • Why vertical AI agents are safer than horizontal AI wrappers
  • Cross-border expansion strategy: U.S. → Asia vs Asia → U.S.
  • Robotics + physical AI opportunities and Asia’s hardware advantage
  • Why enterprise + government budgets are still under-targeted

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