Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo had some big implications. It looked like the first move in a strategy to turn Facebook into a much larger and even more powerful company. From very big to ridiculously […]

To access this post, you must log in as a member, purchase Subscriptions.

Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

GoTo is a digital platform that combines the services of two of Indonesia’s largest tech companies: Gojek and Tokopedia. The company has a strong presence in the country’s e-commerce and ride-hailing markets, and it is growing rapidly. However, GoTo faces stiff competition from other tech giants like Alibaba and Tencent.

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 vs. GoJek vs. Lazada: Who Will Win in Services in Southeast Asia? (Tech Strategy – Podcast 32)

In this podcast, Jeffrey Towson discusses the competition between Grab, GoJek, and Lazada in the Southeast Asian services market. He identifies the most important factors for success in this market, including consumer engagement, merchant engagement, and platform business models. For example, Grab has been successful in capturing a large share of the consumer mind by offering a wide range of services, including ride-hailing, food delivery, and payments.