Grab and Why Operating Cash Flow is Part of the Digital Operating Basics (2 of 3) (Tech Strategy – Daily Article)

In Part 1, I went through the basics of newly public Grab. It’s one of the first tech unicorns of Southeast and it’s an interesting combination of a mobility and a food delivery platform. At first pass, we could represent it this way. You can see a marketplace platform for mobility services, which is where […]

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Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121)

This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition       —–- Related articles: Growth, […]

Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121)

This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition       —–- Related articles: Grab […]

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Facebook Is the Wild Card of Asia Ecommerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

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 […]

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