This episode dives into Taiwan's Defense Tech Revolution, exploring how a global semiconductor powerhouse is racing to build an asymmetric "Silicon Shield" to deter regional pressures. Faced with an eight-to-one defense budget gap compared to China, Taiwan is pivoting from a traditional weapons buyer to a strategic producer, aiming to deploy 100,000 drones by 2030.

We explore the synergy between the National Chung-Shan Institute of Science and Technology (NCSIST) and international partners to integrate AI and swarming capabilities. Furthermore, we analyze how Taiwan leverages its "non-red" supply chain to become an indispensable node in the global security architecture, while navigating internal political budget battles and the institutional hurdles of fast-tracking semiconductor innovation into the hands of the military.

本集節目將探討台灣國防技術的重大革命，分析這座半導體大島如何將其技術實力轉化為不對稱作戰的威懾力量。面對兩岸國防預算達八比一的巨大差距，台灣正從單純的武器買家轉型為研發者，目標在 2030 年前部署近十萬架無人機，建立由美製系統、中科院開發及民間商用技術組成的三層防禦體系。

我們將深入討論台灣如何利用其「非紅供應鏈」成為全球國防產業的關鍵節點，以及國防創新辦公室（DIO）如何試圖橋接世界級的晶片製造能力與前線戰場應用，在政治僵局與技術挑戰中，打造守護民主的數位矽盾。

📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/

Physician, entrepreneur, and mentor Felix Oen joins the show to share his insights on the "Golden Age of MedTech" (2022–2032). He breaks down the Biodesign framework—Identify, Innovate, and Implement—emphasizing that engineering brilliance must be validated by clinical science to succeed in the real world. For Taiwanese founders, Felix identifies two "make-or-break" factors for global expansion: partnering with a clinical co-founder and mastering the art of English pitching.

He also introduces NeoTILa Biosciences, his venture leveraging computational biology to tackle liver disease in Asian populations. Exploring the transformative power of AI in radiology and drug discovery, Felix predicts that AI will become the cornerstone of healthcare within the next five years. His ultimate vision? Using precision medicine and early detection to eradicate cancer once and for all.

本集邀請橫跨醫師、創業家與導師三重身份的 Felix Oen，深入解析 2022 至 2032 年生醫創新的「黃金十年」。Felix 拆解 Biodesign 的核心框架：從識別需求、創新研發到最關鍵的「臨床實踐」，強調工程技術必須與醫學數據驗證緊密結合。針對台灣創業者，他直言「尋找醫師共同創辦人」與「掌握英語簡報力」是進入美國與國際市場的生存關鍵。Felix 同時分享其創辦的 NeoTILa Biosciences 如何利用計算生物學對抗亞洲高發的肝病風險，並剖析 AI 在放射影像與藥物研發中的變革角色。他展望未來五年的醫療體系，期許 AI 成為精準醫療的基石，在極早期階段識別病灶，實現根除癌症的終極願景。

📍 About Host: Uly Su
General Partner, Addins Venture
#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley
🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.
🔗 LinkedIn: https://www.linkedin.com/in/ulysu/

📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/

This episode examines the most anticipated development in the 2026 global financial markets: the arrival of a massive wave of high-profile, strategically significant IPOs. Following a cautious 2025, stabilizing monetary policies and a renewed appetite for growth equities have encouraged world-leading private companies to revisit their listing timelines.
The discussion provides a deep dive into four industry giants shaping the future:

• SpaceX: Potentially the largest IPO on record with a valuation approaching $1.5 trillion, driven by the recurring revenue of its Starlink satellite network.

• OpenAI & Anthropic: An analysis of the leaders in generative AI, their trillion-dollar valuation potential, and the complex risks regarding governance and regulation.

• Canva: A look at the Australian software powerhouse that stands out for its rare achievement of eight consecutive years of positive free cash flow.

The 2026 cycle represents a unique moment where mature companies with billions in revenue—not just speculative startups—allow the public markets to finally value the essential infrastructure of tomorrow.

本集 Podcast 深入探討 2026 年全球金融市場最受矚目的趨勢：一系列最為重要的企業即將迎來 IPO 浪潮。在經歷了 2025 年的市場觀望後，隨著貨幣政策趨於穩定，投資者對於高成長股的興趣重新燃起。
節目重點分析了四家定義未來科技藍圖的巨頭：

• SpaceX：可能創下史上最大 IPO 紀錄，估值接近 1.5 兆美元，其核心動能來自 Starlink 的衛星寬頻服務。

• OpenAI 與 Anthropic：探討生成式 AI 領頭羊的估值博弈、技術優勢以及面臨的治理與監管挑戰。

• Canva：分析這家已連續 8 年實現正向現金流的軟體巨頭，如何在競爭激烈的設計軟體市場中保持穩健。

這除了將會是史上最大的公開發行案之外，也是大眾資本首次得以直接參與太空基礎設施、人工智慧及軟體民主化等「未來基礎設施」的起點。



📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/