Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Jeff’s Asia Tech Class – Podcast 29)

 

In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia – and the complementary platform businesses Sea Limited is building.

You can listen here or at iTunes, Google Podcasts and Himalaya.

The previous articles and books I cite are:

This is part of Learning Goals: Level 4-5, with a focus on:
  • #20 The Basics of Garena / Shopee and Audience Builder Platforms

Concepts for this class:

  • Audience Builder Platforms
  • Complementary Platforms
  • Arms Race for Consumer Attention, Engagement and Spending

Companies for this class:

  • Shopee
  • Garena / Sea Limited
  • Lazada / Alibaba

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I write and speak about digital China and Asia’s latest tech trends.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?

A unique view from on the ground of digital China / Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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