Join Jay and Brian as we discuss Wrtn and their fast growth in Korea as one of the most popular chat storytelling apps.

This episode is sponsored by Lux & Luna.

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Join us as we kick off a multi-episode arc on Naver, and discuss the origin story of Korea's largest search engine.

In this episode, Brian and Jay discuss Karrot, hyperlocal communities, and the rise of french fry meetups in Korea.

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Join us as we discuss Hyundai Motor's sponsorship of the World Cup.

Join Jay and Brian as we discuss Coupang's growth in Taiwan and their international expansion.

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The information provided in this episode is for informational and educational purposes only and should not be considered financial or investment advice.

Join Brian and Jay as we discuss the latest meetings between Naver and Jensen Huang and their growing partnership in the AI infrastructure space.

Jay and Brian are joined by Won Kim, former investment banking associate at Citi, to discuss AI data centers and why Korea is the next architect behind the AI Revolution.

Join Jay and Brian to discuss the Korean business Jensen Huang is visiting on his second trip to Korea in 7 months.

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Show notes:

0:00:00 Celebrity Status

0:02:30 NVIDIA's Reliance on Korean Memory Chips

0:08:40 The Samgyeopsal Summit

0:10:30 Physical AI and the Future of Robotics

0:19:46 The Korean Stock Market Boom

0:23:25 Will Korean Chipmakers Dominate Long-Term?

0:35:46 The Search for a Global Korean Consumer Platform

0:49:16 The Rise of Asian Business Leaders

0:52:38 Who Wins the Physical AI Stack?

1:08:45 Geopolitics and the US-China-Korea Dynamic

1:14:26 Pop Culture

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