In this article, we examine the super app strategy adopted by the ride hailing companies in Southeast Asia. In the same spirit, we want to validate the strategy that are adopted by both Grab and Gojek in comparison to US and China and explain the challenges which these companies has to overcome so that the strategy can succeed.Continue reading Examining the Super App Strategy in Southeast Asia
The main thesis of the article is that we argue why the bitcoin value is not and can never be zero. The alternative title of this article should be how to price a bitcoin with a mathematical formula.Continue reading Why the Bitcoin Value is not Zero
Where will science and technology be heading in the next decade? One of my thinking frameworks to analyze and forecast what comes next is to leverage the basic concepts of physics to understand what is going on in the technology business world.Continue reading Bits to Atoms
During June 2018, I was invited to speak as a panelist on the topic “Future of Mobility” in the keynote stage in Innovfest Unbound conference. I contributed to the discussion on explaining how unmanned aerial vehicles aka drones can help to change the way how we think about transportation.Continue reading Future of Mobility in Innovfest Unbound 2018
Let’s start with the question, “Are Southeast Asia technology companies under-valued? Different people will have different perspectives depending whether you sit in Singapore or in Jakarta or Bangkok. Recently, Terence from Tech In Asia published an interesting post on the investment activity around Southeast Asia. Two important observations came out from the article: (a) the investment in e-commerce, fashion and online retail constituted where most of the money were channeled to and (b) the amount of investment that Rocket Internet amassed against local investors is 5 to 1. Taking this further with the data from Techlist Asia, we can draw some interesting insights about the value of Southeast Asia technology companies. One interesting insight is that the asymmetry of information about the Southeast Asia leads to different perceived values of startup companies in the market.
Continue reading Are Southeast Asia technology companies under-valued?