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Why are ecommerce giants entering food delivery? | Impulso E113
In this episode, we take a closer look at the fast-paced and competitive food delivery industry in Southeast Asia. ShopeeFood is gaining traction in...
“Wechat is the only super app out there”: conversation with a Chinese tech veteran
This interview was extracted from an interview with Freeman Ding during the Impulso Podcast E108 “From Dianping to RedNote: Shanghai’s role in breeding successful...
From China to the world: Temu’s low price strategy decoded | Impulso E110
What makes Pinduoduo one of the most disruptive forces in e-commerce?
In this episode, we explore the success story of Pinduoduo with Kaifei, a seasoned...
From Dianping to RedNote: Shanghai’s role in breeding successful consumer apps | Impulso 108
In this episode, we’re joined by Freeman Ding, a pioneer of China’s consumer internet boom who worked in Chinese tech giants like Baidu, and...
E103 – The Impulso Podcast – Behind the Labubu craze: PopMart business explained
What is Labubu? Why are Pop Mart's blind boxes so addictive? From the thrill of unboxing to the cultural phenomenon of "ugly cute" characters,...
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 parcels a year?
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...
E96 – The Impulso Podcast – (Only) after $72B invested, VCs hitting reset in...
(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,...
E92 – The Impulso Podcast – Impact of Rocket Internet in fragmented markets: conversation...
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: conversation with Blake...
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...