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Most notes are written in Chinese. These are the ones with an English version or summary.
2026
- You can sell your company, but you can't stop being yourself
One line on a ZARA perfume box, and a lawsuit: after a founder sells a brand named after herself, can she still use her own name?
- Which kind of money are you trying to make?
The key question in product positioning isn't whether your product is good, but which kind of money you are trying to make.
- Evolution doesn't follow a script
A good life isn't one scheduled with no gaps. It's one with a clear direction and room left in the path.
- A profile shows what people lack. A persona shows who they want to be
Reading Liang Ning's "Real Demand": when supply is abundant, not having something doesn't mean you need it.
- Speak to AI, read what it writes
The real change isn't just that AI got smarter. It's that the way we talk to computers is going back to the most natural way humans communicate.
- How should a country raise money without tearing society apart?
From Bezos saying the bottom 50% should pay no income tax, to Malaysia's T20 fuel subsidy and GST versus SST: what a tax system fears most isn't complexity, but people feeling it's unfair.
- Why does she need you?
Many founders talk a lot about their product and very little about their customer. The skill that matters now is recognising real demand.
- From "the world is unbelievably stupid" to "so am I"
What I admire about DJI's Frank Wang isn't that he built a global leader, but that after succeeding he could still see his own blind spots.
- Keep the relationships, but never let them override the rules
A letter thrown in the bin: a story of Tunku, Tan Siew Sin and Tun Dr Ismail, and the sense of proportion every company needs.
- UNIQLO doesn't win on style. It wins on supply chain
The big player missing from Malaysia's apparel industry reports: UNIQLO turned over RM1.72 billion and still kept strong margins.
- Business hasn't disappeared. Demand has moved
After Hari Raya, Malaysian retail suddenly went cold. The real threat isn't a slowly weakening market, but customers suddenly taking a different road.
- Self-discipline is not self-control by force
Real self-discipline isn't beating yourself every day. It's no longer managing yourself through punishment.
- AI makes the surface cheap, and real industry knowledge valuable
When everyone can present well, the real gap is no longer in presentation, but in understanding.
- Some money is profit. Some money is a debt to the future
Making money is a company's basic skill. Restraint is a founder's character.
- Climbing up, or going inward?
A small Chinese county town has over 300 independent coffee shops. On the surface it is a hobby economy. Underneath, a generation is looking for itself again.
- People buy tools, companies buy efficiency: AI's business model is shifting
The AI race is no longer just about whose model is smarter, but who gets into real work fastest.
- Announcements are cold, content is aliveSummary
More and more IPO news now starts with finance creators on social media, not with financial media.
- When foreign competitors arrive, what should local businesses do?
We often think we lose on strategy. Very often we lose on service.
- Real confidence is knowing why you are still here
After a Stefanie Sun concert: thoughts on building a business, raising a family, and the kind of confidence only time gives you.
- Capital has gone cold, and startups have become more honest
It is a funding winter, yet the environment for building a business may be better than it was three, five or even ten years ago.
- A good location is not the answer
Even if I had opened in KLCC back then, I would most likely still have failed. What my first failed business taught me.
- When the market turns, cash is what keeps you going
In good markets, companies compete on growth. In bad markets, they compete on who lasts longest.
- From the finite game to the infinite game
What makes us anxious is often not that the road is hard, but that we keep running on someone else's track.
- AI's blind spot: the history nobody writes down
AI mostly learns from what successful people leave behind. But a lot of things don't happen by logic. They happen because of people.