Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (Jeff’s Asia Tech Class – Podcast 32)


In this class, I go through some of the basics of Grab, GoJek and Lazada. And the different approaches for capturing local services in SE Asia.

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

Which are the most important 1-2 factors for the competition in SE Asia services?

  1. Consumer engagement and experience. Capturing a share of the consumer mind.
  2. Merchant engagement and experience. Being strong with service providers.
  3. Platform business models and their advantages (subsidized pricing, growing interactions, data, etc.)
  4. Network effects.
  5. Management execution and access to capital.

Related podcasts and articles:

  • #16: Basics of Ctrip, Meituan and Marketplace Platforms for Services

Concepts for this class:

  • Bundling
  • Platforms: Marketplaces for Services
  • Network Effects

Companies for this class:

  • Grab
  • GoJek
  • Didi
  • Lazada


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.

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