The Low Down - Momentum Works

On tech & VC in China, Southeast Asia & beyond.

Category

Unicorns

Why Alibaba is investing in AI for pigs

And Alibaba is not the first major tech company in China to disrupt pig farming

Invested by the big boys – you might not be as lucky as you think

Our recent encounters with a content platform based out of Jakarta, Indonesia has a tragic ring to it.

How to tell impostors and bullshitters from real startup/tech experts

As purveyors of tech stories that are not often covered, we have ourselves (internally) prepared a checklist of bullshit – to separate truth from fiction. This in its own we thought would be a very interesting discussion to write about…. Continue Reading →

A US$30b company is challenging Didi in China

Didi is valued at US$56 billion with daily order of 25 million; while Meituan is valued at US$30 billion with daily order of 22 million.

Rise of niche ecommerce in SEA, probably to be captured by Facebook

How Facebook is quietly positioning themselves to capture some of the ecommerce marketplace in Southeast Asia.

Uber is right to shrug off the ‘taxi company’ ruling

We always believed that with the present business model, Uber is essentially a big taxi business with a better customer experience rather than anything else. And we are happy that the European Court of Justice (ECJ) agreed with us, through… Continue Reading →

Our interpretations of Comfort Uber tie-up

A rumour that had been circulating for a few weeks was proved to be true. Comfort DelGro, Singapore’s biggest taxi company, has finally confirmed in an announcement (http://www.comfortdelgro.com.sg/uploads/pr/Media%20Release-ComfortDelGro%20&%20Uber%20Join%20Forces_FINAL%20(circulation).pdf) that it is acquiring 51% of Lion City Car Rental (LCR), a… Continue Reading →

Will Grab & Uber merge, with Softbank now a shareholder of both?

By now you always know what is happening: Uber’s board is allowing Softbank to become a shareholder. Probably a huge relief for early investors of Uber, many of whom are desperate to exit as their funds approach maturity. Of course… Continue Reading →

The economics of bike sharing

Many people still want to discuss China’s “sharing economy” with us: shared bikes, power banks, basketballs, or umbrellas. It seems everyone has an opinion on whether it would work or not, and why. Nonetheless, it strikes us that many have… Continue Reading →

Why Chinese bike sharing companies are suddenly everywhere overseas

Just a few months ago, you would hear Chinese bike sharing companies making announcements here and there, but not see actual bikes being deployed. Back then, all these public shows seemed to serve only one purpose – to tell the… Continue Reading →

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