Fresh out of the studio, Peter Noszek, co-founder of SuperAI and TOKEN2049 join us on a conversation that maps the widening gap between Silicon Valley's creative intensity and Asia's underutilised compute infrastructure — including 900 megawatts of GPU capacity in Johor, Malaysia sitting at low utilisation because the routing layer between US demand and Asian supply simply doesn't exist yet. Peter introduces Pax Silica, his thesis that Singapore can serve as the neutral ground where fragmented AI communities from East and West converge through curated rooms, cultural bridging, and unreasonable hospitality. They explore why the Bay Area still doesn't understand Asia, the 12-to-18-month window before GPU backlogs clear, Singapore's unique "one to a hundred" positioning for enterprise distribution, and why AI agents — from Coinbase x402 transactions to Meta's agent-to-agent one-on-ones — are already reshaping how coordination happens at scale.

Episode Highlights:
[00:00] Quote of the Day by Peter Noszek, co-founder of SuperAI and TOKEN2049
[01:21] Peter Noszek's origin story
[04:30] SuperAI as bridge across siloed frontier tech nodes
[07:34] The Bay Area hive mind and its velocity on AI
[08:27] Bay Area fragmentation versus Singapore's unified strategy
[10:14] Chinese frontier models: fork on approach, convergence on distribution
[14:41] The infrastructure shift from GPUs to energy
[17:08] Data centres in space versus a 15-hour flight to Asia
[19:15] Pax Silica: composing rooms that break the ice
[22:10] The 12 to 18-month window for Asia's underutilised compute
[24:13] Gulf energy, European bottlenecks, and the geography of compute
[26:00] Is AI in Asian financial services still pilot theatre?
[28:42] When does an AI agent stop being a tool?
[31:25] Coinbase x402 and AI-agent transactions
[32:47] OpenClaude adoption: Singapore ahead of Silicon Valley
[33:42] SuperAI 2025 Pulse survey: the agent thesis, called correctly
[34:59] SuperAI 2026's six tracks — from frontier models to society
[38:26] Collaboration over competition in the paradigm shift
[41:16] Five-year view: open models and agent-run logistics
[44:32] Closing

Profile: Peter Noszek, Co-Founder, SuperAI and Token2049 Conference

LinkedIn: https://www.linkedin.com/in/petergnoszek

Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

Our Official Site: https://www.analysepodcast.com

Fresh out of the studio with John Morgan, Senior Vice President and General Manager of Splunk Security at Cisco. The conversation unpacks the AI inflection point reshaping security operations — from the explosion of machine data (set to more than double in three years) to the rise of the agentic SOC, where AI agents handle detection, investigation, and response while humans focus on high-stakes decisions. John breaks down why attackers armed with AI now exploit zero-days in hours instead of weeks, why security must start with observability (including the challenge of "shadow AI"), and how CISOs are evolving from technical gatekeepers into board-level business enablers. His parting message: the entire world is learning AI together — get to it with his perspective on what great looks like for Splunk Security moving forward.

Episode Highlights:
[00:00] Quote of the Day by John Morgan from Splunk Security
[00:50] John's path from technologist to cybersecurity leader
[01:35] Leading Splunk Security: the mandate and mission
[02:20] Why Cisco and Splunk have a disproportionate AI advantage
[03:18] It's not the technology — it's the human beings
[04:26] Why more data demands better curation and context
[05:00] AI as both signal generator and attack surface creator
[06:12] Where the bottleneck sits: ingestion, analysis, or response
[07:10] Splunk at the intersection of observability and security
[08:29] The evolving CISO role: gatekeeper to board-level risk officer
[10:22] Defining the agentic SOC and where it's heading
[12:00] Alert fatigue and how agentic approaches change the dynamic
[13:56] Singapore Airlines: real customer outcomes from AI security
[14:47] The AI arms race: who has the structural advantage
[16:11] What a mature AI-native security platform looks like
[17:19] How AI is changing detection from rules-based to correlation
[18:35] Advice to CISOs: observe, trust, automate
[19:41] The one question John wishes more CISOs would ask
[20:22] The next five years — and why five years is too slow
[21:20] Closing

Profile: John Morgan, GM and SVP, Splunk Security, Cisco

LinkedIn: https://www.linkedin.com/in/johnmorganinc/

Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. This episode is recorded in Poddster Singapore.

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Fresh out of the studio, Borko Kovacevic, Co-founder of Poddster and Podyx, joins us to explore how he is building the world's largest podcast studio network and the operating system behind it. He shares his career journey from nearly 17 years at Microsoft across Central Europe and Asia Pacific, to making the entrepreneurial leap and launching Poddster's first flagship studio in Dubai, followed by Singapore. Borko explains how Poddster scaled by treating operations like software — standardizing over the operational framework to run studios from UAE and Singapore to now globally across the world while building a flywheel connecting corporate brands with authentic content creators. He unpacks how Podyx, the software spinoff, hit 24 markets with zero churn on day one. Closing the conversation, Borko shares why frequency and consistency in content creation — not polish — is the single most underestimated edge in the AI era, and what great looks like for Poddster and Podyx as a global studio network and platform.

Episode Highlights:
[00:00] Quote of the Day by Borko Kovacevic [01:00] Introduction: Borko Kovacevic [03:17] The danger of corporate complacency & achieving success too early[07:00] The leap: why he finally decided to leave Microsoft and build something[10:13] The origin story of Poddster — not planned, born from a co-founder complaint[13:00] Building a mini studio prototype inside Microsoft; discovering the market gap[16:33] Modelling Poddster like McDonald's: 90% of operations standardized and repeatable[18:23] Building the flywheel: connecting corporates with content creators at scale[23:00] The global studio partner network — a community of 150+ studio owners globally[26:12] The roadmap: New York by September, then Los Angeles and London[32:10] How Podyx was born — a prototype to solve Poddster' own booking chaos[33:47] Why existing booking tools (Calendly, Acuity) didn't fit the podcasting workflow[36:55] Podyx metrics: $6M+ in transactions, 160 paying studios across 24 markets, zero churn[37:15] Stripe named Podyx fastest-growing vertical SaaS startup from Singapore[38:34] Founder-led sales: Borko personally onboarded the first 50+ studios on calls[42:23] Making a services business operate like software — what can actually be productized[44:48] The test for every new process: can you repeat it 10 more times across locations?[49:48] The one thing most people don't know about podcasting: frequency beats polish[50:42] LLMs and agents will train on your content — why posting consistently is the real SEO[54:14] Creators vs. corporates: fundamentally different problems.[56:00] Corporates discovering long-form: the end of scripted media interviews[58:22] The AWS-Cisco example: executive dialogue that earns trust without selling[01:03:13] What great looks like for Poddster and Podyx in the next few years

Profile: Borko Kovacevic, co-founder of Poddster and Podyx

LinkedIn: https://www.linkedin.com/in/borko-kovacevic/

Poddster Website: https://poddster.com

Podyx Website: https://podyx.com

Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. This episode is recorded in Poddster Singapore and full disclosure: Bernard is an investor to Podyx.