Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (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 my webpage.

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:

• Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)
• How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (Jeff’s Asia Tech Class – Podcast 27)

This is part of Learning Goals: Level 4-5, with a focus on:

• #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

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I write and speak about digital China and Asia’s latest tech trends.

I also run Jeff’s Asia Tech Class, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

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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