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.
Category Archives: Grab
What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)
In this episode of the Tech Strategy podcast, Jeff Towson discusses what Grab can learn from Amazon about growth and not from Meta. He explains how Amazon’s focus on customer experience and innovation has helped it grow into one of the world’s largest companies and how Grab can apply these lessons to its own business. Towson also talks about the potential benefits and risks of Grab’s growth strategy and how it could impact the future of ride-hailing and delivery services.
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.
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 […]
Grab and Why Operating Cash Flow is Part of the Digital Operating Basics (2 of 4) (Tech Strategy – Daily Article)
Grab is a Southeast Asian ride-hailing and food delivery platform that is generating operating cash flow in the digital age. Its two complementary marketplace platforms, mobility and food delivery, share consumers and data to lower costs and increase profits. Grab is positioned to be a leader in the digital operating cash flow space.
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.
Grab’s Strategy and Cash Flow Question (1 of 4) (Tech Strategy – Daily Article)
Southeast Asia unicorn Grab is now public via a SPAC merger with Altimeter Growth Corp. The company trades on the Nasdaq under the ticker symbol “GRAB”. This is a really interesting company. There is a tremendous amount to like about its business. It has 2-3 platform business models that have strong-to-dominant positions in SE Asia: […]
Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (Tech Strategy – Podcast 37)
In this class, Jeffrey Towson discusses how companies can develop digital superpowers to gain a competitive advantage. He compares and contrasts four companies in Asia that have successfully used digital technology to transform their businesses: Lazada, Grab, Luckin Coffee, and Hellobike. Towson argues that digital superpowers can be used to dramatically improve the user experience, enable a platform business model, create network effects, or provide other competitive advantages.
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.