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BREAKING $GRAB Newest Anthony Tan Interview On Rapid Response In this interview, Anthony Tan does not just see $GRAB just a SuperApp business, he saw $GRAB creating B2B Products out of data. Essentially GRAB is a software company with data driven approach. ~I have talked about $FICO like on... $GRAB Fin for months. Here Anthony will discuss it in detail. How the company is data driven business to make it even more affordable and profitable over time. ~He wants to make $GRAB SuperApp 1% better everyday. And adopting #AI to become the dominant force in the world! ~Folks at the bottom of the pyramid are now have access to the most advanced generative AI at no cost. Anthony is changing the lives in 700m people at a pace unimaginable with OpenAI Anthropic! ~Anthony talked about HyperLocal in which I discussed extensively in the "secret sauce" thread. That was how $GRAB won $UBER and incoming/existing players. Amazon and Microsoft are now buying $GRAB Mapping tool😲. Sooner or later, $GRAB will build even more B2B products to sell to US largest market cap companies. GRABFico will be very valuable for most financial institutions that want to do business in SEA. ~Anthony saw massive upside on penetration in the coming years in current 8 countries. ~Anthony discussed "culture" of $GRAB SuperApp, how he would personally listen to drivers to improve it right away. Grab also works closely with government to uplift people, to create more employment. ~Anthony works from 6am to 11:30pm. His work schedule hasn't changed from day one. High intensity work, or "you can sleep all you want when you're dead." ~13m registered merchants/drivers on the SuperApp, Anthony wants to embrace #AI to help them, invest in them now to make better decisions everyday.show more

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BREAKING $GRAB Anthony Tan Newest 🎙️ "Anthony Tan on Reinventing a Business | WSJ Leadership Institute" AI, Drone, Autonomous Vehicle, OpenAI ChatGpt. Bringing the best techonology to SEA to uplift as many people as possible out of poverty. He said he can't share Q3 Result yet, but hinted growing very STRONGLY. Anthony said certain market( he said he doesnt want to name it) that GRAB business model proves anti-recession(It is Thailand market). Thailand is still recovering from Covid, as tourism is a major part of Thai Economy. Former CEO of Amway Milind Pant 2 questions 1. Additional services on Grab SuperApp question: ~SaaS(B2B) ~Dine-Out(I wrote a thread on this), ~GrabMap SaaS( Amazon , Microsoft, Huawei are powered by GrabMap B2B) ~Added more 5 more services(Oct 1,2025) 2. 2 biggest markets next door, India and China; how Anthony see Grab mission, would Grab one day enter India and China? ~Still much more room in SEA to grow, and keep winning in current market. Top and bottom line are growing very quickly Source and Credit:

BREAKING $GRAB Anthony Tan Newest 🎙️ "Anthony Tan on Reinventing a Business | WSJ Leadership Institute" AI, Drone, Autonomous Vehicle, OpenAI ChatGpt. Bringing the best techonology to SEA to uplift as many people as possible out of poverty. He said he can't share Q3 Result yet, but hinted growing very STRONGLY. Anthony said certain market( he said he doesnt want to name it) that GRAB business model proves anti-recession(It is Thailand market). Thailand is still recovering from Covid, as tourism is a major part of Thai Economy. Former CEO of Amway Milind Pant 2 questions 1. Additional services on Grab SuperApp question: ~SaaS(B2B) ~Dine-Out(I wrote a thread on this), ~GrabMap SaaS( Amazon , Microsoft, Huawei are powered by GrabMap B2B) ~Added more 5 more services(Oct 1,2025) 2. 2 biggest markets next door, India and China; how Anthony see Grab mission, would Grab one day enter India and China? ~Still much more room in SEA to grow, and keep winning in current market. Top and bottom line are growing very quickly Source and Credit:

Mike

82,775 Aufrufe • vor 9 Monaten

$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is Amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. Jeff Bezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where Anthony Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, Anthony Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. Anthony Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with OpenAI and Anthropic partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or Lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos Bongbong Marcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when Amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, Anthony Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, Anthony Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...

$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is Amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. Jeff Bezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where Anthony Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, Anthony Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. Anthony Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with OpenAI and Anthropic partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or Lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos Bongbong Marcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when Amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, Anthony Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, Anthony Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...

Mike

209,603 Aufrufe • vor 11 Monaten

When $GRAB is above $20 👌 I firmly believe $GRAB is misunderstood as SEA Uber. When the stock price gets to above $20, that is when investors/institutions start to accept it as a SuperApp or the SEA "WeChat & Amazon". Until then, it is up to investors and institutions to study the business model and to understand how cheap it is right now for its potential. SEA is a difficult market to build the infrastructure like $GRAB today from drivers to merchant network. The regulatory nature or complexity add to the cost for new players, part of the reason why competitors lost or are losing to $GRAB. New players think that they can enter with endless incentives/promo will lose eventually. Longer term, consumers will feel GrabUnlimited as "must have" as it is daily essential saving. Consumers in SEA are extremely price sensitive, and they are addicted to saving/discount. Subscription is the ultimate SuperApp core profitability, similar to Amazon Prime. Ads will also be similar to amazon App, and GrabFin will be similar to Wechat Fin services. Grab knows margin on Mobility/Delivery overall are very low. The real money is in ~Added higher margin services on top of Mobility/Delivery(Luxury rides/Dineout/Faster Delivery/Quick Commerce...) ~GrabFin as the Digital Financial infrastructure for everything ~GrabAds ~GrabUnlimited ~B2B SaaS service tiers ~Tourism(booking, bundle booking, Groupon-like booking...) Then GrabCoin(Loytalty program) to keep the flywheel spinning forever. $GRAB should start generating $ per MTUs at above 200m MTUs or GrabUnlimited after 150m+ members. Just don't forget, GRAB is the only company that is actually proving Bottom Of the Pyramid(BoP) profitable and at scale. Expanding to 5B people TAM is inevitable long term as they generate more FCF and acquire more markets like FoodPanda Taiwan. The BoP is the most difficult group due to high operational costs, low profit margins requiring massive vol/freqency, and the time to earn trust from highly price sensitive consumers. The "Secret Sauce" is to treat Merchants,Drivers and Users as customers, where the rest only prioritizes customers. This makes Grab the highest quality business with massive growth potential in the next 10-15 years in SEA. SuperApp Monopoly is ineviable. Grab will have short sellers fake news. Grab will have competitions. Grab will have Global Monetary Policy Volatility. Grab will have up and down (price action). But GRAB will win long term! Not Financial Advice!

When $GRAB is above $20 👌 I firmly believe $GRAB is misunderstood as SEA Uber. When the stock price gets to above $20, that is when investors/institutions start to accept it as a SuperApp or the SEA "WeChat & Amazon". Until then, it is up to investors and institutions to study the business model and to understand how cheap it is right now for its potential. SEA is a difficult market to build the infrastructure like $GRAB today from drivers to merchant network. The regulatory nature or complexity add to the cost for new players, part of the reason why competitors lost or are losing to $GRAB. New players think that they can enter with endless incentives/promo will lose eventually. Longer term, consumers will feel GrabUnlimited as "must have" as it is daily essential saving. Consumers in SEA are extremely price sensitive, and they are addicted to saving/discount. Subscription is the ultimate SuperApp core profitability, similar to Amazon Prime. Ads will also be similar to amazon App, and GrabFin will be similar to Wechat Fin services. Grab knows margin on Mobility/Delivery overall are very low. The real money is in ~Added higher margin services on top of Mobility/Delivery(Luxury rides/Dineout/Faster Delivery/Quick Commerce...) ~GrabFin as the Digital Financial infrastructure for everything ~GrabAds ~GrabUnlimited ~B2B SaaS service tiers ~Tourism(booking, bundle booking, Groupon-like booking...) Then GrabCoin(Loytalty program) to keep the flywheel spinning forever. $GRAB should start generating $ per MTUs at above 200m MTUs or GrabUnlimited after 150m+ members. Just don't forget, GRAB is the only company that is actually proving Bottom Of the Pyramid(BoP) profitable and at scale. Expanding to 5B people TAM is inevitable long term as they generate more FCF and acquire more markets like FoodPanda Taiwan. The BoP is the most difficult group due to high operational costs, low profit margins requiring massive vol/freqency, and the time to earn trust from highly price sensitive consumers. The "Secret Sauce" is to treat Merchants,Drivers and Users as customers, where the rest only prioritizes customers. This makes Grab the highest quality business with massive growth potential in the next 10-15 years in SEA. SuperApp Monopoly is ineviable. Grab will have short sellers fake news. Grab will have competitions. Grab will have Global Monetary Policy Volatility. Grab will have up and down (price action). But GRAB will win long term! Not Financial Advice!

Mike

57,219 Aufrufe • vor 3 Monaten

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.

Mike

279,592 Aufrufe • vor 7 Monaten

We’ve seen comments related to zombie grabbing - Nathan Lemaire would love to share an update with you! We are preparing a set of changes that will allow biters to remain aggressive, but ensure the encounter with them will be fair: - When grabbing you, the damage will now start a little later to give more opportunities to escape a grab without being hurt. - When you start a fight, the first alerted biter will be less likely to start with a grab. - Biters wanting to grab you from a distance will now make it slightly more obvious. This update will be available in the next hotfix (that is getting really close!), stay tuned, GRAB your friends, and get ready to play!

We’ve seen comments related to zombie grabbing - Nathan Lemaire would love to share an update with you! We are preparing a set of changes that will allow biters to remain aggressive, but ensure the encounter with them will be fair: - When grabbing you, the damage will now start a little later to give more opportunities to escape a grab without being hurt. - When you start a fight, the first alerted biter will be less likely to start with a grab. - Biters wanting to grab you from a distance will now make it slightly more obvious. This update will be available in the next hotfix (that is getting really close!), stay tuned, GRAB your friends, and get ready to play!

Dying Light

90,541 Aufrufe • vor 9 Monaten

$GRAB long term shareholders should expect massive amount of new traders gonna come out and declare $50 or $100 next month/year Grab in the coming weeks/months! I'm not going to participate on that. I knew my call on the fall to break was bold, but it is doing exactly that(we are 12 days in the fall). I also think it is possible to get $1B quarter revenue by Q4 2025(currently at 50% odd). Most should only focus on fundamental. My DDs are available to search with my Mike at the cost of free.99. I do expect a wave of retail investors hype on this as the "tamer" already done with its core position. Short interest should move down slowly to avoid spike on unrealized loss for them. Will update new SI data when it is available. We should also move to $40B market cap fairly quickly, and I believe that is a fair valuation relative to its cash and potential(Around $10). 2025-2026 Grab will focus resources on GrabMart, GrabDrone, GrabFin, GrabUnlimited. More R&D spending to be expected as B2B solutions are intended to generate revenue. I will write another thread of "secret sauce" on B2B front as we get more color in Q3 Q4. It should be similar to B2C, "Customer obsession over competition". I dislike hype on my long term, but it does happen very often. I want a healthy and constructive community on $GRAB. I really don't want to hear pump and dump here. If you are trading $GRAB, have a clear exit strategy. I'm also ready to hear your bear thesis, and keep it respectful. Alright, that is it. Have a great weekend folks! Not Financial Advice!

$GRAB long term shareholders should expect massive amount of new traders gonna come out and declare $50 or $100 next month/year Grab in the coming weeks/months! I'm not going to participate on that. I knew my call on the fall to break was bold, but it is doing exactly that(we are 12 days in the fall). I also think it is possible to get $1B quarter revenue by Q4 2025(currently at 50% odd). Most should only focus on fundamental. My DDs are available to search with my Mike at the cost of free.99. I do expect a wave of retail investors hype on this as the "tamer" already done with its core position. Short interest should move down slowly to avoid spike on unrealized loss for them. Will update new SI data when it is available. We should also move to $40B market cap fairly quickly, and I believe that is a fair valuation relative to its cash and potential(Around $10). 2025-2026 Grab will focus resources on GrabMart, GrabDrone, GrabFin, GrabUnlimited. More R&D spending to be expected as B2B solutions are intended to generate revenue. I will write another thread of "secret sauce" on B2B front as we get more color in Q3 Q4. It should be similar to B2C, "Customer obsession over competition". I dislike hype on my long term, but it does happen very often. I want a healthy and constructive community on $GRAB. I really don't want to hear pump and dump here. If you are trading $GRAB, have a clear exit strategy. I'm also ready to hear your bear thesis, and keep it respectful. Alright, that is it. Have a great weekend folks! Not Financial Advice!

Mike

119,905 Aufrufe • vor 10 Monaten

50-60% of the movies Anthony Mackie has acting in were roles written for white actors. The Academy Award winning Hurt Locker was one of them. Things have changed now in Hollywood. It used to be that the script came with character descriptions like, “White. Tom Cruise type.” That’s no longer the case. Anthony is even past the audition and interview stage. Now, it’s about a conversation. He wants to know if he can get along with the producer. Who wants to go to work with someone who annoys them? That’s enough to make you “slap the sh*t”, out of someone. Pivot Podcast X Anthony Mackie #ThePivot #AnthonyMackie #HurtLocker #CaptainAmerica

50-60% of the movies Anthony Mackie has acting in were roles written for white actors. The Academy Award winning Hurt Locker was one of them. Things have changed now in Hollywood. It used to be that the script came with character descriptions like, “White. Tom Cruise type.” That’s no longer the case. Anthony is even past the audition and interview stage. Now, it’s about a conversation. He wants to know if he can get along with the producer. Who wants to go to work with someone who annoys them? That’s enough to make you “slap the sh*t”, out of someone. Pivot Podcast X Anthony Mackie #ThePivot #AnthonyMackie #HurtLocker #CaptainAmerica

Ryan Clark

42,018 Aufrufe • vor 1 Jahr

Carmelo Anthony on Bam 83: "I don't care how everybody felt about his 83, he got 83. If you ever played this game before you know how hard it is to score 10, 20 points. 83 points I don't care who record he breaks. Bam I take my hat off to you. 83 you deserve to keep that sign. Don't let anybody take that away from you. Listen when its time to grab the moment, you go grab it. Bam grabbed history. Its 83 points in a NBA game. WHAT ARE WE TALKING ABOUT!"

Carmelo Anthony on Bam 83: "I don't care how everybody felt about his 83, he got 83. If you ever played this game before you know how hard it is to score 10, 20 points. 83 points I don't care who record he breaks. Bam I take my hat off to you. 83 you deserve to keep that sign. Don't let anybody take that away from you. Listen when its time to grab the moment, you go grab it. Bam grabbed history. Its 83 points in a NBA game. WHAT ARE WE TALKING ABOUT!"

Heat Central

213,723 Aufrufe • vor 4 Monaten

JUST IN: Police release more info on the stabbing of 17-year-old Austin Metcalf, reveal Karmelo Anthony asked police if he could claim self-defense. Metcalf's brother says he tried stopping the bleeding before seeing Austin's "soul leave." Here is the new information, according to CBS: > Witness says Metcalf was sitting under his school's tent. > Anthony came over to them. > Metcalf told Anthony to leave. > Anthony then grabbed his bag and reached inside, telling Metcalf to "touch me and see what happens," according to the police document. > No one was aware that Anthony had a weapon. > One witness says Metcalf touched Anthony and another says he grabbed Anthony. > Anthony immediately pulled a knife out of the backpack and stabbed Metcalf in the chest. > Anthony then fled the scene. > Metcalf grabbed his chest and told his teammates to get help before he passed away in his brother's arms. > When Anthony was caught by police, an officer said: "I have the alleged suspect," which prompted Anthony to say, "I'm not alleged, I did it." > Once inside the police cruiser, Anthony asked if Metcalf was ok and asked if what he did would be considered self-defense.

JUST IN: Police release more info on the stabbing of 17-year-old Austin Metcalf, reveal Karmelo Anthony asked police if he could claim self-defense. Metcalf's brother says he tried stopping the bleeding before seeing Austin's "soul leave." Here is the new information, according to CBS: > Witness says Metcalf was sitting under his school's tent. > Anthony came over to them. > Metcalf told Anthony to leave. > Anthony then grabbed his bag and reached inside, telling Metcalf to "touch me and see what happens," according to the police document. > No one was aware that Anthony had a weapon. > One witness says Metcalf touched Anthony and another says he grabbed Anthony. > Anthony immediately pulled a knife out of the backpack and stabbed Metcalf in the chest. > Anthony then fled the scene. > Metcalf grabbed his chest and told his teammates to get help before he passed away in his brother's arms. > When Anthony was caught by police, an officer said: "I have the alleged suspect," which prompted Anthony to say, "I'm not alleged, I did it." > Once inside the police cruiser, Anthony asked if Metcalf was ok and asked if what he did would be considered self-defense.

Collin Rugg

8,228,461 Aufrufe • vor 1 Jahr

$GRAB A sample of Future Delivery at 60-80% margin Read more below on how $GRAB will use Infermove to connect the last-mile delivery. Delivery segment is half of $GRAB current revenue. Delivery is likely to be a major % of Revenue in the future, especially when utilizing full Drone and Infermove robots. For example, by 2030 $16.34B Revenue, assuming Delivery at 35% or $5.7B revenue, at Full Drone and Robotic at scale would yield $2-$2.5B in Net Income. Battery cost will be $100 each with average 5-6 years lifespan at $2000 cost per unit that can carry up to 12-15lbs, significant improvement from 2023-2024. $GRAB will probably acquire a Chinese/Indo Drone maker like Infermove to scale it up in-house to have maximum control over cost. Meaning cost per drone could go down as low as $1,000/Drone and $1,500-$2,000 per Infermove Carri FLEX. Regulation is the biggest risk as 8 countries have different drone regulations. But $GRAB is expert when it comes to dealing with regulators, so I'm not worried. We could be talking abt massive scale by 2027 of what I'm describing here. Yes, it will be similar but slightly different than the Chinese Last mile delivery. GrabMap will be very important for this Last Mile Delivery success. Autonomous Vehicle will be a long time in SEA as Infrastructure is poor. But certain major cities will do. $GRAB is pushing for more Female drivers with new safeguards so they can double or triple the Drivers' supply. Demand is currently 3-4x higher than what Grab could service. Meaning 5m million registered driver-partners needs to go up to 15-20m. Lots of growth ahead. Will be massive Long Term! Not Financial Advice!

$GRAB A sample of Future Delivery at 60-80% margin Read more below on how $GRAB will use Infermove to connect the last-mile delivery. Delivery segment is half of $GRAB current revenue. Delivery is likely to be a major % of Revenue in the future, especially when utilizing full Drone and Infermove robots. For example, by 2030 $16.34B Revenue, assuming Delivery at 35% or $5.7B revenue, at Full Drone and Robotic at scale would yield $2-$2.5B in Net Income. Battery cost will be $100 each with average 5-6 years lifespan at $2000 cost per unit that can carry up to 12-15lbs, significant improvement from 2023-2024. $GRAB will probably acquire a Chinese/Indo Drone maker like Infermove to scale it up in-house to have maximum control over cost. Meaning cost per drone could go down as low as $1,000/Drone and $1,500-$2,000 per Infermove Carri FLEX. Regulation is the biggest risk as 8 countries have different drone regulations. But $GRAB is expert when it comes to dealing with regulators, so I'm not worried. We could be talking abt massive scale by 2027 of what I'm describing here. Yes, it will be similar but slightly different than the Chinese Last mile delivery. GrabMap will be very important for this Last Mile Delivery success. Autonomous Vehicle will be a long time in SEA as Infrastructure is poor. But certain major cities will do. $GRAB is pushing for more Female drivers with new safeguards so they can double or triple the Drivers' supply. Demand is currently 3-4x higher than what Grab could service. Meaning 5m million registered driver-partners needs to go up to 15-20m. Lots of growth ahead. Will be massive Long Term! Not Financial Advice!

Mike

99,522 Aufrufe • vor 6 Monaten

Thank you Saratoga County GOP for honoring me with the Free Speech Award! Edited speech transcript to save characters: My name is Lenny Roudik. I've had the privilege of knowing Anthony for nearly a decade. Back in 2015, I was a 15 years old and thought it would be cool to work for Sticker Mule. So, I sent the CEO a tweet asking if he would hire me. To my surprise, Anthony responded and gave me a job. When I first met Anthony, I had no idea he was a Trump supporter. What stood out was that he was a great boss who believed in loyalty, and giving people a chance. Our friendship was forged late one night in 2016 when Anthony was getting attacked by a Twitter mob over his support for President Trump. He wrote a few tweets in support of then candidate Trump and the mob went wild. 10,000+ emails came pouring into our inbox. Anthony spent years making Sticker Mule a much loved brand and, suddenly, it felt like everyone hated us. It was 2am and I saw Anthony was online. So I messaged him and said, “Ignore these crazy people. Sticker Mule is still awesome.” From that moment, Anthony became more than a boss. I told him I was the only vocal Trump supporter at my high school and we developed a close bond. Tonight I couldn’t be prouder to represent a person who truly loves our country. When the mob attacked, Anthony didn't back down in 2016 and he continues to refuse to back down. In 2024, he took a big risk to support President Trump and free speech. Many told him to stay quiet. “Anthony,” they said, “Just donate and move on.” But Anthony refused. He repeatedly said, “We all just saw President Trump almost die. If people like me stay on the sidelines forever, things will never get better.” So he sent an email to our 5+ million customers announcing that he supports President Trump and called for an end to Anti-Trump hate. In defending the President, Anthony took on the wrath of the entire Democrat Party. 100,000+ people sent hate emails and many more posted on social media. Democrats boycotted us, harassed customers not to buy anymore, banned us from Reddit, and more. Rather than cave to pressure, Anthony doubled down and erected the beautiful, artistically designed, “Vote for Trump” sign. What we didn’t know at the time was that this sign would turn into something much bigger - a fight for free speech. Not only did we receive hundreds of credible death threats over the sign, we faced a cowardly attack by our own Democrat mayor. At the very last minute, the Mayor rushed to court and filed a restraining order threatening Anthony with arrest if he dared to light up the sign. I’ll never forget it. We were in Anthony’s kitchen the night before the lighting while Anthony’s attorney was on speakerphone telling Anthony not to light the sign or he would end up in jail. Anthony made it clear. He was lighting that sign, no matter what. Luckily, moments before Anthony was about to light it, we got the call. Our attorney, Sal Ferlazzo, said: “Anthony, the judge overturned the restraining order. You’re free to light the sign.” We were ecstatic and the energy at the ‘Vote for Trump’ sign lighting was electric. People were coming up to Anthony, saying, “Thank you.” They came from all different walks in their life and some had tears in their eyes. Even some Democrats showed up and saw how much love was within the MAGA movement. And I’ll end with a powerful story. Amid the crowd, I noticed a retired pro-boxer who trained Anthony, standing near the front line, keeping an eye on things. I walked over to him and said, “You're doing a great job. Thank you.” He looked at me and said something I’ll never forget: “I’m ready to die for this man. I even brought a little something with me... just in case things go south.” That kind of loyalty shows you who Anthony Constantino is. I’m proud to call Anthony my boss, my mentor, my friend and if we are lucky, one day, our elected representative.

Anthony Constantino

301,975 Aufrufe • vor 1 Jahr

In my initial reporting about Sherell Hodge, I tried to warn everyone that she was a scammer and that she would take your money without a second thought. She was also reported to the state. Now, Tiffney Billions, advocate for the Anthony family, has alleged that no one - not even Sherell Hodge - has been authorized to accept money on the family’s behalf. According to Tiffney, the only time the Anthony family will receive money is when Drew Anthony personally announces it on his own page. Here is the reality - they’re ALL scamming you. That’s the ironic part. And none will listen when they’re warned. It’s fascinating to watch.

In my initial reporting about Sherell Hodge, I tried to warn everyone that she was a scammer and that she would take your money without a second thought. She was also reported to the state. Now, Tiffney Billions, advocate for the Anthony family, has alleged that no one - not even Sherell Hodge - has been authorized to accept money on the family’s behalf. According to Tiffney, the only time the Anthony family will receive money is when Drew Anthony personally announces it on his own page. Here is the reality - they’re ALL scamming you. That’s the ironic part. And none will listen when they’re warned. It’s fascinating to watch.

Sarah Fields

51,684 Aufrufe • vor 17 Tagen

Trump’s Former White House Communications Director: ‘The US🇺🇸 DOES NOT do well with regime change’ ‘If you go from Mossadegh to the Shah and then out to Khomeini, okay, that’s not a great track record for the Americans who are trying to influence regime change in Iran. I’m just telling you that I’m reasonably close to more than one Gulf leader. I’ve had more than one interpersonal conversation with more than one Gulf leader that does not like the paramilitary proxies, does not like the state-sponsored support of terrorism, and does not like the undue influence that they’re trying to perpetrate in their countries. I don’t think that was enough to go to war, by the way. Okay, so I was not in agreement with the war, but we’re in it now. So here are the goals that I would like to see happen. One, I would like to see a de-escalation. Number two, I would like to see a defanging of that notion. I think these paramilitary groups are just not helpful to the region if you want peace and prosperity.’ -Anthony Anthony Scaramucci on the latest episode of Going Underground Watch the full interview in the quoted post, or watch it on Rumble, link below in the replies👇

Trump’s Former White House Communications Director: ‘The US🇺🇸 DOES NOT do well with regime change’ ‘If you go from Mossadegh to the Shah and then out to Khomeini, okay, that’s not a great track record for the Americans who are trying to influence regime change in Iran. I’m just telling you that I’m reasonably close to more than one Gulf leader. I’ve had more than one interpersonal conversation with more than one Gulf leader that does not like the paramilitary proxies, does not like the state-sponsored support of terrorism, and does not like the undue influence that they’re trying to perpetrate in their countries. I don’t think that was enough to go to war, by the way. Okay, so I was not in agreement with the war, but we’re in it now. So here are the goals that I would like to see happen. One, I would like to see a de-escalation. Number two, I would like to see a defanging of that notion. I think these paramilitary groups are just not helpful to the region if you want peace and prosperity.’ -Anthony Anthony Scaramucci on the latest episode of Going Underground Watch the full interview in the quoted post, or watch it on Rumble, link below in the replies👇

Going Underground

56,554 Aufrufe • vor 3 Monaten

🚨Trump’s Former Communications Director Anthony Scaramucci on the war on Iran: ‘NO DE-ESCALATION IN SIGHT’ ‘I wasn’t a supporter of this war. If somebody asked me about it before it started, I would have not started the war. I think probably lots of our Gulf allies would have probably agreed with that. And now you have the doctrine of all these unintended consequences. We could end up having troops there or not having troops there. But to me, I would like to see a de-escalation and a diplomatic solution. Right now, I don’t necessarily see how you get there from where we are right now. I guess one of the big issues will be, if the United States pursues a more aggressive strategy than it’s currently pursuing, then my guess is they’re going to go to shut down the oil. And that would mean all the oil trafficking through the strait to see if they could force a negotiation and perhaps get the Chinese to the table to force a negotiation to create some type of regime change in Iran. That’s what I think is the most likely outcome.’ -Anthony Anthony Scaramucci on the latest episode of Going Underground Watch the full interview in the quoted post, or watch it on Rumble, link below in the replies👇

🚨Trump’s Former Communications Director Anthony Scaramucci on the war on Iran: ‘NO DE-ESCALATION IN SIGHT’ ‘I wasn’t a supporter of this war. If somebody asked me about it before it started, I would have not started the war. I think probably lots of our Gulf allies would have probably agreed with that. And now you have the doctrine of all these unintended consequences. We could end up having troops there or not having troops there. But to me, I would like to see a de-escalation and a diplomatic solution. Right now, I don’t necessarily see how you get there from where we are right now. I guess one of the big issues will be, if the United States pursues a more aggressive strategy than it’s currently pursuing, then my guess is they’re going to go to shut down the oil. And that would mean all the oil trafficking through the strait to see if they could force a negotiation and perhaps get the Chinese to the table to force a negotiation to create some type of regime change in Iran. That’s what I think is the most likely outcome.’ -Anthony Anthony Scaramucci on the latest episode of Going Underground Watch the full interview in the quoted post, or watch it on Rumble, link below in the replies👇

Going Underground

23,464 Aufrufe • vor 3 Monaten

AudioLink Plugin for Warudo is now available! You can grab it in my Vgen store. Should just work for most cases! As long as the character or environment are setup to use AudioLink. Same process and system as VRChat! Works in both the free and paid versions of Warudo. To help this post in the algorithm please let me know any features you'd like added or any questions you have in the comments below! Looking forward to seeing how people use it!

AudioLink Plugin for Warudo is now available! You can grab it in my Vgen store. Should just work for most cases! As long as the character or environment are setup to use AudioLink. Same process and system as VRChat! Works in both the free and paid versions of Warudo. To help this post in the algorithm please let me know any features you'd like added or any questions you have in the comments below! Looking forward to seeing how people use it!

Bamfy Jifu - 3D Artist

39,772 Aufrufe • vor 5 Monaten

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 Aufrufe • vor 1 Monat

#JoongDunkFanconLIVE #จุงดัง #JoongDunk : you’ve practiced already right? - about your solo performance - regarding each other’s solo performances this is how you feel when you see them. give us a reaction? 🌞for me it would feel like… when i see him be like…. imagine this is him🫵🏻(pounce) 🌻heyyyyy 🌞i want ….(grab the ball) : *cute aggression (you find them so cute you want to bite them) 🌞i’ll pounce on him : 1-2-3 🌞*pounce on Dunk 🌻i’m going to die 🌞i’d be like… clenching my teeth - 🌞hey even the cameraman got tense 🌞that day i’m gonna grab/attack him 🌻when i see his performance… if he wants to grab me… then i’d want to grab him back. that’s following the concept: intensity for intensity - back and forth 🌞then let’s see…who will overpower who that day

#JoongDunkFanconLIVE #จุงดัง #JoongDunk : you’ve practiced already right? - about your solo performance - regarding each other’s solo performances this is how you feel when you see them. give us a reaction? 🌞for me it would feel like… when i see him be like…. imagine this is him🫵🏻(pounce) 🌻heyyyyy 🌞i want ….(grab the ball) : cute aggression (you find them so cute you want to bite them) 🌞i’ll pounce on him : 1-2-3 🌞pounce on Dunk 🌻i’m going to die 🌞i’d be like… clenching my teeth - 🌞hey even the cameraman got tense 🌞that day i’m gonna grab/attack him 🌻when i see his performance… if he wants to grab me… then i’d want to grab him back. that’s following the concept: intensity for intensity - back and forth 🌞then let’s see…who will overpower who that day

🇻🇳Jaidee’s aunt Bamnie🐣

23,892 Aufrufe • vor 3 Monaten

Jake Paul and Anthony Joshua go off on Francis Ngannou 😬🥊 When asked about Francis Ngannou not taking his fight and feeling disrespected, Jake Paul said at the press conference with Anthony Joshua: “When I go in there and do 10 times, 100 times better than Francis, we’ll see how he feels then. The guy’s a joke. He’s a dumbass, he’s stuck in mud. Francis to me is an easy fight as a boxer, so that’s all we need to talk about him.” 🔥 Anthony Joshua also reacted: “He should be up here if he was serious. He wants to fight rather than talking about it. Don’t talk about it, if you got to say you need to yourself in boxing, the best way to do it is to let your hands go. For me personally, talking becomes a pain when you’re talking in the ring.” 💥👊 Via: MVP - Most Valuable Promotions

Jake Paul and Anthony Joshua go off on Francis Ngannou 😬🥊 When asked about Francis Ngannou not taking his fight and feeling disrespected, Jake Paul said at the press conference with Anthony Joshua: “When I go in there and do 10 times, 100 times better than Francis, we’ll see how he feels then. The guy’s a joke. He’s a dumbass, he’s stuck in mud. Francis to me is an easy fight as a boxer, so that’s all we need to talk about him.” 🔥 Anthony Joshua also reacted: “He should be up here if he was serious. He wants to fight rather than talking about it. Don’t talk about it, if you got to say you need to yourself in boxing, the best way to do it is to let your hands go. For me personally, talking becomes a pain when you’re talking in the ring.” 💥👊 Via: MVP - Most Valuable Promotions

Red Corner MMA

498,564 Aufrufe • vor 7 Monaten

REPORT: The 17-year-old accused of st*bbing Austin Metcalf, 17, to de*th has now been told he can graduate from high school despite the m*rder charge Frisco Independent School District's had initially expelled Anthony ‘We are in arrangements of doing an early gradation,' Dominque Alexander, who is representing Karmelo Anthony confirmed 'They have agreed to allow him to graduate.' 'They were literally trying to expel him— period,' Dominque Alexander said Anthony will not be able to participate in the May 22 graduation ceremony or walk the stage Anthony is accused of stabbing 17-year-old Austin Metcalf in the chest at a track meet in Frisco, Texas on April 2 The st*bbing happened after Metcalf confronted Anthony for sitting under the Memorial High School team tent Metcalf bled out in his twin brother’s arms Anthony fled the scene but later told officers, “I did it,” when arrested He is now claiming self-defense

REPORT: The 17-year-old accused of stbbing Austin Metcalf, 17, to deth has now been told he can graduate from high school despite the mrder charge Frisco Independent School District's had initially expelled Anthony ‘We are in arrangements of doing an early gradation,' Dominque Alexander, who is representing Karmelo Anthony confirmed 'They have agreed to allow him to graduate.' 'They were literally trying to expel him— period,' Dominque Alexander said Anthony will not be able to participate in the May 22 graduation ceremony or walk the stage Anthony is accused of stabbing 17-year-old Austin Metcalf in the chest at a track meet in Frisco, Texas on April 2 The stbbing happened after Metcalf confronted Anthony for sitting under the Memorial High School team tent Metcalf bled out in his twin brother’s arms Anthony fled the scene but later told officers, “I did it,” when arrested He is now claiming self-defense

Unlimited L's

184,642 Aufrufe • vor 1 Jahr