In today's episode, we will be profiling Timee, and we will be joined by Ryo Ogawa, the founder and CEO of Timee. Please enjoy today's episode.

この「クオリティ・インベスティング・ポッドキャスト」では、光通信のCEOである和田英明氏にインタビューを行いました。今回は特別な日本語版のインタビューです。このエピソードでは、私の質問が通訳を通じて伝えられ、和田氏がご自身の声でお答えになる様子をお聞きいただけます。英語版のエピソードについては、ポッドキャストのエピソード一覧をご参照ください。

In this episode of the Quality Investing Podcast I interview Hideaki Wada, the CEO of Hikari Tsushin.

Interview with Taiju Watanabe, CFO of Genda Inc.

In today's episode we interview CFO and Board Member of SHIFT Inc, Taichi Hattori. SHIFT is a software quality assurance company based out of Japan.

Today's episode includes an interview with Rafał Brzoska, Founder and CEO of InPost.

Today's episode, produced in partnership with Stream by Alphasense, looks at graph databases. I am delighted to be joined by Gaurav Deshpande, Chief Marketing Officer at HyperTrack, and former VP of Marketing at TigerGraph, one of the companies discussed in today's episode.

Rather than focus on one single company today, I felt it important to examine one of the megatrends that is occurring within databases that is affecting the ways in which companies perform data analysis and improve their real world business outcomes. From reduction in fraud, to the easement of managing complex supply chains. Graph databases are a fundamental technology, which even generative AI is entirely dependent upon.

Please enjoy today's episode.

00:00 - Stream by Alphasense Promotion

00:45 -- Disclosure

01:29 -- API Basics

04:34 -- Agora Basics

07:22 -- Agora Competitive Advantages

11:12 -- Market Size

13:04 -- Recent Events

15:56 -- Interview Begins / Tony's Background

20:44 -- How has RTC Technology Evolved

27:04 -- Agora the tool vs Zoom the product

32:03 -- Agora vs. WebRTC

37:38 -- Use Cases

41:09 -- Market Size

43:21 -- Competitive Advantages

50:04 -- Developer Evangelism

52:22 -- Infrastructure

55:00 -- Market Growth Trajectory

59:06 -- Recent Events

01:08:28 -- Geopolitical Risks

01:12:17 -- Fundamental Changes In The Last Few Years

01:14:24 -- Final Question