Momentum Works Intelligence
Momentum Works, Tengian, Yorlin, Momentum Works Intelligence, Jianggan LiBridging the gap between global capital and Asia's most consequential business models.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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momentumworks.substack.comLatest Issues
The three ‘underworld lamps’ haunting China's humanoid robotics boom
We’ve been having some in-depth conversations with founders and investors in China’s humanoid robotics industry. In these discussions, a common view has emerged: China’s humanoid robotics industry is in a bubble, and funding has slowed shar...
TikTok Shop’s Head of Europe is leaving, after successive rounds of shrinking responsibilities
Kevin Chen’s departure follows years of organisational changes that progressively narrowed his role at TikTok Shop.
Kevin Chen, who oversees TikTok Shop in the UK, Europe and Japan, is leaving ByteDance, according to reports in late Octobe...
Taiwan blocked Grab's foodpanda deal. Cui bono?
A ruling meant to protect competition may have preserved a profitable duopoly. Who really benefits when regulators block a deal?
On 21 October, Taiwan’s Fair Trade Commission (FTC) blocked Grab’s proposed US$600 million acquisition of food...
China's robotics companies are reporting big numbers. What do they actually mean?
Last month, Shao Tianlan, founder of Chinese robotics company Mech-Mind, raised an uncomfortable question about China’s booming humanoid robotics industry: how much do the industry’s headline numbers actually tell us about independent comme...
Why is PDD letting Temu and Pinduoduo compete in Southeast Asia?
Two platforms, the same parent, and overlapping markets. The explanation lies in how PDD has organised itself for years.
PDD Holdings is now rolling out Temu and Pinduoduo across five of Southeast Asia’s six major ecommerce markets (except...
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Authors
The writers behind this newsletter.
We work with decision-makers to understand what is truly transferable, what depends on the environment it came from, and what it takes to make a business model work in a new market.
Operator and builder at the intersection of ecommerce, live commerce, and food delivery - obsessed with what's changing next and why it matters.
Finding a way to be on the Rocketship...
Founder of Momentum Works, author of “Seeing the unseen: behind Chinese tech giants’ global venturing”, part time linguist & atlas worshipper.
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