Will Southeast Asian Grab Become Meituan or Didi? (Asia 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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition       —–- Related articles: Grab […]

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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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