
Bridging the gap between global capital and Asia's most consequential business models.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 9 months ago | Last Issue | 6 days ago |
| Active | |||||

While investors debate Grab’s Atome and Stash deals, a more fundamental question is emerging in its oldest business.
It has been an eventful few weeks for Grab shareholders.
Alibaba mentioned AI close to 300 times on its latest earnings call. PDD did not mention it once.
One useful gauge of how seriously ecommerce platforms are taking AI is how often management talks about it on earnings calls.
Swift Logistics offers a clue to how TikTok Shop may build more logistics infrastructure without turning itself into a delivery company.
On 7 September, Ho Chi Minh City approved a new logistics project linked to TikTok Shop with nearly US...
Bloomberg reported this week that Grab is in talks to acquire a majority stake in Atome Financial, in a transaction that could value the Singapore-based consumer finance company at more than US$2 billion.
To people in Southeast Asia’s cons...
Earlier this year, two Shopee engineers appeared at Nvidia GTC to present Compass, a 245-billion-parameter mixture-of-experts model built for ecommerce. According to the Nvidia release, Compass-v3 has 71 billion active parameters per token...
Subscribers, engagement, traffic and sponsorship for Momentum Works Intelligence.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
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...
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