GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Tech Strategy – Daily Article)

The recently merged Gojek and Tokopedia (i.e., GoTo) has gone public in Indonesia. And I finally got a look at their filings (thanks to a subscriber who sent me a translated copy). GoTo is basically what you would expect. It’s a marketplace platform for local services (i.e., Gojek) combined with a marketplace for products (i.e., […]

Grab and Why Operating Cash Flow is Part of the Digital Operating Basics (2 of 3) (Tech Strategy – Daily Article)

In Part 1, I went through the basics of newly public Grab. It’s one of the first tech unicorns of Southeast and it’s an interesting combination of a mobility and a food delivery platform. At first pass, we could represent it this way. You can see a marketplace platform for mobility services, which is where […]

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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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Why Uniswap’s Protocol Is a Threat to Coinbase’s PPH Marketplace (Asia Tech Strategy – Podcast 120)

This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap 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 […]

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Ozon Holdings and the Russia Ecommerce Growth Question (Asia Tech Strategy – Daily Lesson / Update)

A subscriber suggested I look at Russian ecommerce company Ozon Holdings (OZON). It’s outside of Asia Tech Strategy, but I thought it was an interesting company. And it raises an important question about why some countries develop so much faster than others in ecommerce. And that is really the key question for Ozon going forward. […]

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Marketplace Lessons and Digital Operating Basics from Boss Zhipin / Kanzhun (Asia Tech Strategy – Daily Lesson / Update)

Chinese recruiting company Kanzhun has gone public on the Nasdaq. It runs a pretty interesting recruiting platform called Boss Zhipin. An Introduction to Boss Zhipin Boss Zhipin is a marketplace platform for recruiting. So this is a pretty standard platform for connecting job-seekers and companies (and recruiting agencies). In 2020, it had 25M monthly active […]

Etsy and How to Predict the Winners in Specialty Ecommerce (Asia Tech Strategy – Daily Lesson / Update)

Given the political shake-up in China tech, I’ve been shifting my focus to smaller companies that: Are not of a size that puts them on the radar for anti-trust regulation. Will benefit from government constraints on the giants. So I’ve recently written about NetEase, the #2 player in gaming in China. Is NetEase a Buying […]

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