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$4.6B loan book, which has grown 30% QoQ while...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
Shopee & Grab both had a solid quarter – can they...
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
An ecommerce enabler in Southeast Asia is now valued over US$...
(This article was written on the 8th of November for the Chinese blog of Momentum Works on the Wechat platform, and was translated into...
Shopee’s highly-localised 11.11 videos
This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team.
While this year’s double...
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,...
Is ByteDance reflecting on its ecommerce strategy?
Many ecommerce ecosystem stakeholders we spoke to have been puzzled by TikTok Shop’s prolonged focus on profitability this year.
Earlier this year, TikTok Shop reduced...
Temu launches in Vietnam
Temu has launched in Vietnam and Brunei, bringing the ecommerce platform’s number of markets in Southeast Asia to 5.
The ecommerce platform started its first...
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...
E93 – The Impulso Podcast – Life after Rocket Internet: conversation...
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...
