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The Impulso Podcast
Momentum Works
135 episodes
1 week ago
The Impulso Podcast is hosted by Momentum Works, a venture outfit headquartered in Singapore. Each week, our in-house experts, community and guests unpack the latest trends, undercurrents and lessons in tech across borders. We explore topics like innovation, ecommerce, digital financial services, venture investment, and the broader digital economy. ‏‏‎ ‎ In addition to covering our home base of Southeast Asia and advanced global markets like the US, we also draw extensive lessons from tech companies in China. ‏‏‎ ‎ Visit momentum.asia or get in touch via hello@mworks.asia for our insights reports, newsletter, Academy and Venture offerings.
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All content for The Impulso Podcast is the property of Momentum Works and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Impulso Podcast is hosted by Momentum Works, a venture outfit headquartered in Singapore. Each week, our in-house experts, community and guests unpack the latest trends, undercurrents and lessons in tech across borders. We explore topics like innovation, ecommerce, digital financial services, venture investment, and the broader digital economy. ‏‏‎ ‎ In addition to covering our home base of Southeast Asia and advanced global markets like the US, we also draw extensive lessons from tech companies in China. ‏‏‎ ‎ Visit momentum.asia or get in touch via hello@mworks.asia for our insights reports, newsletter, Academy and Venture offerings.
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Technology
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E128: Behind $0 Bubble tea in china: China's quick commerce war explained
The Impulso Podcast
17 minutes 15 seconds
3 months ago
E128: Behind $0 Bubble tea in china: China's quick commerce war explained

The quick commerce war happening in China right now has seen billions of dollars spent. There have been a record number of subsidies pumped into the war by the major players - over RMB20 billion and counting, and a record number of orders by consumers - 120M daily orders on a single platform. 

In this episode, Jianggan and Sabrina dive right into the centre of the battle of the giants - Taobao, JD.com, and Meituan. From billion-yuan subsidy pledges to PR wars, this quick commerce showdown is reshaping not just consumer habits, but also how these tech giants are positioning themselves for the future. 


Timestamps:

  • 00:00:30 – Someone ordered 2,200 cups of bubble tea for free?
  • 00:05:00 – What is happening in China right now and how did it start?
  • 00:07:50 – Chinese government has something to say about all of this
  • 00:10:45 – Meituan’s CEO says this subsidy war is pointless?!
  • 00:15:30 – Who’s likely to win… and what happens next


The Impulso Podcast
The Impulso Podcast is hosted by Momentum Works, a venture outfit headquartered in Singapore. Each week, our in-house experts, community and guests unpack the latest trends, undercurrents and lessons in tech across borders. We explore topics like innovation, ecommerce, digital financial services, venture investment, and the broader digital economy. ‏‏‎ ‎ In addition to covering our home base of Southeast Asia and advanced global markets like the US, we also draw extensive lessons from tech companies in China. ‏‏‎ ‎ Visit momentum.asia or get in touch via hello@mworks.asia for our insights reports, newsletter, Academy and Venture offerings.