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Our thoughts on Sea group’s 2022 Q3 results
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
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...
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?
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...
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
What to expect for Shopee in 2023
E17 Low Level Barbarians: Industrial Real Estate, CCP Election, Investing/Building Geopolitically, Tech & CCP...
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....
E16 Low Level Barbarians: Singapore Migration, SEA Landscape, Shopee Layoffs, Funding Founder Mismatch
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....
Grab, GoTo and Shopee – how do Southeast Asia’s tech giants stack against each...
After years of development, the market has come to a consensus that Southeast Asia’s consumer tech space is now dominated by three publicly listed...
[Seeing the Unseen ] Tik Tok, and the root of Shopee’s current challenges
"The only important factor here is: whether Shopee is able to build an effective organisational and execution structure in each market."
Yusuf Yu, on...
