Join Jay and Brian as we discuss the third part of our Naver arc and how Kakao was born out of a defection from Naver. Kim Bum-soo, the founder of Kakao, used to be the co-CEO of NHN/Naver alongside Lee Haejin, the original founder and CEO of Naver. This is the story of how his defection led to the creation of Kakao, one of the two largest internet tech companies in Korea today, and what the differences in DNA are between Naver and Kakao based on how their businesses developed.

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Join Brian and Jay for episode 2 of the Naver arc: how Naver survived the dot-com bust — the Lee Jun-ho hire and the Hangame merger — then built the Knowledge-iN walled garden that kept Google out of Korea for 20+ years, and how the new AI Tab is Naver's bet to win the AI era the same way it won the keyword era.

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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.

Follow Lux & Luna on Instagram: https://instagram.com/luxandluna.official

Visit and order on their website: https://luxandluna.com

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.