What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]

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What’s Next for Digital Infrastructure in Asia? My Interview with Huawei APAC President Simon Baifeng.

I recently sat down with Simon Lin Baifeng, President of Huawei Asia Pacific and had a fascinating discussion about the future of digital infrastructure in Asia. Now I admit I’m a bit jealous of Simon. If there is one place to be building digital infrastructure, it’s Asia. Things are moving fast in infrastructure (5G, data […]

Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)

This week’s podcast is about Alipay+, which is Ant’s new international payment initiative. But it is also about the return of Ant Group after 2 years in restructuring. I call that Ant 2.0. You can listen to this podcast here or at iTunes and Google Podcasts. ——– Related articles: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s […]

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

This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]

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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., […]