What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]

What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]

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Grab Has 5 Compelling Growth Initiatives (4 of 4) (Tech Strategy – Daily Article)

Grab recently held its 2002 Investor Day. They summarized their 1H results for 2022 and went through their current strategy, which is mostly about getting to operating profits. In my assessment, their push to operating profitability is mostly about 3 things: Growing revenue. Increasing efficiency (i.e., decreasing costs), especially in delivery. COO Alex Hungate’s presentation […]

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Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4)(Tech Strategy – Daily Article)

Newly public Grab has recently had an investors day (September 2022), with lots of presentations by CEO Anthony Tan, COO Alex Hungate and others. It was quite good and had a surprising amount of detail. I went through the slides and found what I think are the important take-aways. In this and the next article […]

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Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo had some big implications. It looked like the first move in a strategy to turn Facebook into a much larger and even more powerful company. From very big to ridiculously […]

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Grab and Why Operating Cash Flow is Part of the Digital Operating Basics (2 of 4) (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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