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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...

95,295 görüntüleme • 10 ay önce •via X (Twitter)

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$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 görüntüleme • 11 ay önce

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 görüntüleme • 3 ay önce

$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 görüntüleme • 10 ay önce

$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 görüntüleme • 6 ay önce

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 görüntüleme • 1 yıl önce