In Part 1, I laid out some basic theory about marketplace platforms for services, which is a fascinating interesting subject. And it is much more complicated than marketplaces for products. Ecommerce for services just has a much longer development pathway. As ecommerce and marketplaces move into more complicated services, such as medical care, legal and […]
This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121) Grab’s Big Strategy and […]
This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]
The recently merged Gojek and Tokopedia (i.e., GoTo) has gone public in Indonesia. And I finally got a look at their filings (thanks to a subscriber who sent me a translated copy). GoTo is basically what you would expect. It’s a marketplace platform for local services (i.e., Gojek) combined with a marketplace for products (i.e., […]
In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. The memo had some really big implications. It looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. And it mostly seems like a copy […]
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? Consumer engagement and […]