Will Southeast Asian Grab Become Meituan or Didi? (Tech Strategy – Podcast 121)


This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability:

You can listen to this podcast here or at iTunes and Google Podcasts.

Here is my new book:





Related articles:

From the Concept Library, concepts for this article are:

  • Marketplace Platform for Services
  • SE Asia
  • Engagement Products vs. Margin Products
  • Economies of Scale: Geographic Density

From the Company Library, companies for this article are:

  • Grab Holdings

Photo by Grab Media Resources


I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.


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