TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

You're listening to TIP. Should we do it? Ready when you are. All right, all right. So imagine you're stepping into a border, right?

And you're there to pitch to an investment committee and your opening slide highlights a company. Well, they just lost $3.5 billion in a single year, and this was not all that long ago. And that company also operates across, well, eight entirely different countries. So they're juggling volatile currencies, fractured regulatory regimes, and they're just relying heavily on a massive fleet of independent contractors riding through, you know, some of the most congested cities on the planet. Well, that does sound like a logistical nightmare on paper, I would say.

Yeah, you would probably get laughed out of the room, honestly. I don't know, Sean, but you're not really selling me here on the pitch that you will do in a couple of minutes. Okay. Okay, but what if on the next slide, you revealed that this exact same company had fundamentally rewired the daily economic reality of more than 600 million? People.

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