The New World Order: It's Not a Transition, It's a Rupture

The world's gone completely mental since Andy Staples left The Economist and launched GeoPol Asia. Turns out his timing was perfect - just in time for Trump's tariff chaos, military interventions, and the complete breakdown of the "rules-based order" everyone keeps banging on about.

The old playbook is dead. This isn't your typical trade spat or diplomatic tiff. As Mark Carney put it at Davos: we're witnessing a rupture, not a transition. And from Singapore's "grave concern" over Venezuela to Japan's new PM calling China's bluff, everyone's scrambling to figure out what the hell comes next.

Andy breaks down why Singapore's politicians are probably doing constant eye-rolls dealing with Trump's "favours from friends" tariff nonsense, why Malaysia's quietly winning at this geopolitical game, and whether we're all heading to the pub because the world's ending (spoiler: we're definitely putting our coats on).

If you're trying to run a business in this chaos or just want to understand why everything feels completely unhinged, this is your reality check.

Timestamps:

00:00 Welcome Back, Andy Staples!

00:26 Reflecting on a Year of Chaos

02:00 Predictions and Realities

04:45 Hard Power and Global Dynamics

05:28 Trump's Davos Speech

08:27 Middle Powers and Global Order

11:47 Asian Geopolitical Landscape

14:36 Japan's New PM and China Relations

17:49 Elections and Political Shifts in Asia

20:25 Singapore's Resilience

21:56 Johor's Investment Boom

23:12 Vietnam's Economic Resilience

24:13 US-Singapore Relations

26:44 Business Sentiment in Asia

30:27 Geopolitical Risks and Predictions

34:08 Rapid-Fire Questions

40:06 Closing Thoughts and Future Outlook

Key Takeaways:

• The US has shifted to unilateral military action as policy tool

• "Middle powers" like Canada, Singapore, and the EU are exploring Plan B

• Asia's playing the ultimate balancing act between US security and Chinese economics

• Business leaders need to build "geopolitical muscle" or get left behind

• We're all walking towards the pub, but hopefully it stays open

About Andy Staples:

Andy is the founder of GeoPol Asia, offering geopolitical advisory services to businesses navigating Asia's complex political landscape. Previously at The Economist, he specialises in helping Western MNCs understand the shifting power dynamics and build their "geopolitical muscle" for this new era.

Connect with Andy: https://www.linkedin.com/in/andystaples/

Learn more about GeoPol Asia: https://geopolasia.com/

Telco's Sophistication Paradox: Why They Can't Explain Their Own Genius

The Telco Century Club (100+ years of telco experience between us) is back with a brutal reality check on an industry that's mastered building brilliant technology but completely botched explaining why anyone should care.

Charles teams up with telecoms veterans Rob Jones (Sylva Growth Partners) and Chris Lewis (Lewis Insights, The Great Telco Debate) for an unfiltered dissection of why 25 years of "transformation talk" has changed absolutely nothing. From Telstra's genius digital twin platform that died because no one could pitch it internally, to network APIs that sound impressive but solve problems nobody asked for - this episode exposes the sophistication paradox that's killing telco innovation.

Key Battlegrounds:

• Why telco layoffs are a perpetual pattern, not strategic responses
• The "build it and they will come" mentality that's still sabotaging 5G monetisation
• How MVNOs are eating traditional operators' lunch through superior segmentation
• AI-native platforms making MVNO entry cheaper and easier than ever
• Middle Eastern operators like e& and STC outplaying Western telcos with actual execution
• The coming satellite reality check (spoiler: it won't replace mobile networks)
• Network APIs heading to the technology graveyard alongside network slicing

Reputation-Staking Predictions for 2026: Chris bets on AI chatbots finally becoming genuinely useful. Rob sees Google dominating user experience through AI integration. Charles predicts internal AI efficiency gains - if telcos can resist their urge to overcomplicate everything.

Plus: Will the US take a stake in Nokia or Ericsson? And our final verdict on whether telcos will transform, disappoint as usual, or somehow make things worse.

Timestamps:

00:00 The Telco Century Club Returns

00:53 18 Months Later: Still Building Tech Nobody Understands

03:13 The Layoff Epidemic: Why It Never Actually Ends

08:04 Telco to TechCo Dreams Meet Harsh Reality

10:02 Network APIs: The Communication Disaster Continues

20:26 AI Reality Check: Separating Hype from Hope

28:20 Why OpenAI Might Go Broke (And Apple's Playing It Smart)

29:15 MVNOs Quietly Stealing Market Share

33:14 AI-Native Platforms: The MVNO Revolution Nobody Saw Coming

36:41 Satellite Hype Crashes Into Indoor Coverage Reality

41:15 2026 Predictions: Putting Reputations on the Line

49:35 Final Verdict: Will Telcos Finally Transform or Keep Disappointing?