Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (Jeff’s Asia Tech Class – Podcast 40)


In this class, I talk how to fairly basic platform business models (Shopee, Lazada) compete. As the capabiltiies and strategies are similar this is mostly about operational performance and management over time.

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

This is part of Learning Goals: Level 6, with a focus on:
  • #23: SMILE Operational Marathon

Concepts for this class:

  • Multihoming
  • Management Track Record and Incentives

Companies for this class:

  • Lazada
  • Shopee


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.

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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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