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


I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

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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