Momentum Works Intelligence
Momentum Works, Yorlin, TengianBridging the gap between global capital and Asia's most consequential business models.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 55 | Founded | 10 months ago | Last Issue | 19 hours ago |
| Active | |||||
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momentumworks.substack.comLatest Issues
Why 99Food was more worried about Keeta than iFood
Didi’s targeted restrictions on Keeta make more sense if you remember that the two Chinese companies have fought before — and Didi knows what can happen once Meituan gets scale.
There was something odd at the centre of the court fight betw...
Shopee is adding hundreds of short dramas to its shopping app. Why, and why now?
Recently, colleagues at Momentum Works noticed a new Drama tab in Shopee’s Singapore app, alongside its livestreams and short videos. Inside is a surprisingly broad catalogue of serialised short dramas, many of which appear to be Chinese pr...
Temu's private-label push is a necessity, not a choice, for PDD
Xinpinmu may be PDD's commercial answer to a limitation Colin Huang identified five years ago.
In late August, a small brand called BEMUVO appeared on Temu’s Japan and Canada sites. Its US trademarks had been filed by a Shanghai company ca...
Keeta’s Brazil court win exposes the fight for key restaurants
The ruling puts both challengers’ merchant contracts on the record - and shows why a small number of restaurants can determine whether a food delivery launch works.
On 29 September, the business chamber of São Paulo’s appeals court ruled u...
What we heard from China's AI and robotics investors
Notes on large models, AI applications and embodied intelligence, taken during recent Momentum Works Immersions in Beijing, Shanghai and Hangzhou.
Over the past few weeks, we spoke with several leading investors in China who focus on large...
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Finding a way to be on the Rocketship...
Operator and builder at the intersection of ecommerce, live commerce, and food delivery - obsessed with what's changing next and why it matters.
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