Saturday, December 21, 2024

E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business

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Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...

E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...

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Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.  Has Shopee’s in-house logistics arm finally caught...

E97 – The Impulso Podcast – US election, Xi meets Modi,...

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Trump returns to the White House, Mr Modi meets President Xi in Russia. Are businesses ready to survive a world of shifting alliances and...

E96 – The Impulso Podcast – (Only) after $72B invested, VCs...

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(Only) after pouring $72 billion into Southeast Asia, venture capitalists are hitting the reset button in Southeast Asia?  Lightspeed Ventures' report, Southeast Asia: Resetting Expectations,...

E95 – The Impulso Podcast – How Meituan overtook FoodPanda in...

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Earlier in September, Meituan went live in Saudi Arabia under its global brand, Keeta. This comes more than a year after Meituan entered its first...

E94 – The Impulso Podcast – Disneyland or Cyberpunk: how does...

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Wenheyou (文和友), a Chinese restaurant often dubbed the "Disneyland of Chinese cuisine", serves over 40,000 diners a day! The 6-story restaurant (located in Changsha, China)...

Life 10 years after Rocket Internet

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In 2013, I started working with Blake Larson and Alex Le in building Easy Taxi, a Rocket Internet company, in Southeast Asia. It was a...

E93 – The Impulso Podcast – Life after Rocket Internet: conversation...

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In the third and final part of our conversation with Blake Larson and Alexander Le, the three ex-rocket alumni turned founders reflect on life...

E92 – The Impulso Podcast – Impact of Rocket Internet in...

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In the second part of our conversation with Blake Larson and Alexander Le, the three ex-Rocket Internet Alumni dive deeper into the fragmented Southeast...

E91 – The Impulso Podcast – Founders walk a lonely road:...

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In this episode of the Impulso podcast, Jianggan Li is joined by Blake Larson, Ex-Global Managing Director at Lalamove, and Alexander Le, Ex-Managing director...

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