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, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

With my subscription newsletter, you will:

Get a deeper understanding of the strategies and business models of the best digital companies.

Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.

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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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