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Does Shopee’s investment in logistics and lending make sense? Recap part 2 of 5

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Off the record: Shopee's turbulent 2022: Recap part 2 of 5 Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion...

Your questions on “Off the record: Shopee’s turbulent 2022” answered

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On competition, Sea Capital, Tencent and take rates

Off the record: Shopee’s turbulent 2022: Recap part 1 of 5

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Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...

E21: Low Level Barbarians – FTX Contagion Risk, Crypto Regulation Frontier, ICOs Won’t Die,...

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Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....

Our thoughts on Sea group’s 2022 Q3 results

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Last night Asia time (15 November), Shopee’s parent company Sea Group released its Q3 earnings. The market seems to be responding positively - with...

E20 Low Level Barbarians: FTX Breakdown, Technologist, TradFi/DeFi Intersect, Human Nature & Maximalist Exploration

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Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....

E19 Low Level Barbarians: The Fall of FTX – How did FTX Collapse, Alameda...

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Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....

[Seeing the unseen] Will Pinduoduo’s Temu beat SHEIN and Amazon in the US?

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In Chinese tech, no incumbent can sit back and relax.  In recent weeks, the media has been filled with reports of Temu, an ecommerce app...

E18 Low Level Barbarians: Brief AI Overview, Current State of AI, AGI Speculation, AI...

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Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....

[Upcoming Event] Off the Record: Shopee’s turbulent 2022

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What to expect for Shopee in 2023

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