Dingdong, Grab and the Struggle for Profits in Ecommerce Services (Tech Strategy – Podcast 156)

In this comprehensive analysis, Jeff Towson delves into the ongoing struggle for profitability faced by leading eCommerce companies such as Grab, Dingdong, Meituan, Didi, GoJek, and iFood. Highlighting recent business model shifts, he discusses the newfound strategies these companies have adopted to strive for profitability. A major focus is placed on the crucial concept of geographic density, underlining its role as a significant type of economies of scale in the eCommerce industry.

How Grab Uses Geographic Density Technology to Reduce Costs and Improve Efficiency (3 of 4) (Tech Strategy – Daily Article)

In this captivating article by Jeff Towson, discover the remarkable insights derived from Grab’s mastery of geographic density and other cost efficiencies through technology. Gain valuable knowledge about the strategies employed by Grab to optimize operations and achieve scalability in the highly competitive tech industry. Don’t miss out on this exclusive membership content that offers a comprehensive analysis of Grab’s tech strategy and its implications for businesses across various sectors.

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

Southeast Asian tech giant Grab is facing a difficult choice: should it focus on profitability or growth? This article explores the pros and cons of each strategy and discusses the potential outcomes for Grab. Ultimately, the decision of whether to focus on profitability or growth will depend on a number of factors, including the company’s financial situation, its competitive landscape, and its long-term goals.

ANE Logistics and 3 Types of Economies of Scale in Physical Networks (3 of 3)(Asia Tech Strategy – Daily Article)

In Part 1, I laid out how to think about physical networks. For logistics, that means lots of warehouses and trucks doing various routes between them. In Part 2, I talked about one of the big competitive advantages of logistics networks, which is network effects. Note: These are significantly different than the network effects we […]

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