E102 – The Impulso Podcast – Behind Pinduoduo’s ¥10 billion merchant...
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
(In the previous episode, we discussed the first story: Alibaba’s merger of its...
E101 – The Impulso Podcast – Alibaba’s ecommerce merger mirrors Temu’s...
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
In this episode, we discuss the first story: Alibaba Group’s announcement to merge...
E100 – The Impulso Podcast – China ecommerce parcel volume surpassed...
In our 100th episode of Impulso Podcast, we unpack China’s milestone of delivering 150 Billion parcels in just one year - that’s enough parcels...
E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
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...
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,...
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...
(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...
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...
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
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...
