The Impulso Podcast
Momentum Works
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.
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.
Episodes
Mentioned books
6 snips
Jul 9, 2025 • 14min
E125: How AI is unlocking $131B in SEA ecommerce
Explore how AI is reshaping ecommerce in Southeast Asia, with the potential to unlock $131 billion by 2030. Discover the impact of AI-driven recommendations, like those on TikTok, that spark impulse buys. Hear about the challenges and benefits of AI chatbots and translation features in enhancing the shopping experience. Dive into privacy concerns over AI listening in on conversations, and ponder the implications of a fully curated shopping experience. Tune in for insights on the future of buying and selling in a high-tech world!
9 snips
Jul 3, 2025 • 14min
E124: Labubu makes no sense - and that’s why it sells
In a fascinating exploration of the Labubu craze, the hosts discuss why collectors are customizing these toys with extravagant styles, including BBLs. They dive into the emotional psychology behind spending on collectibles that serve no practical purpose. Customization creates personal stories, enhancing attachment and value. Surprisingly, items without utility can be more desirable. As Labubu surpasses other figures in revenue, the podcast reveals the impact of hype, scarcity, and international demand in the toy market, even leading to store scuffles!
8 snips
Jun 27, 2025 • 16min
E123: Luckin Coffee brings manufacturing back to the USA?
Luckin Coffee is making a bold entrance into New York City, targeting Starbucks directly. The hosts discuss its ecommerce platform approach, which turns coffee shops into mini fulfillment centers. They highlight innovative marketing tactics, including food trucks and influencer promotions to create buzz. Luckin's rapid product iteration sets it apart, enabling frequent menu changes. Yet, challenges loom regarding organizational readiness and labor issues as it expands in the U.S. Will this coffee giant thrive in the competitive landscape?
13 snips
Jun 24, 2025 • 18min
E122: Does 15 minutes quick commerce work in India, or anywhere in this world? | Impulso E122
Wei Han, a member of the Impulso Insights team, shares his expertise on quick commerce in the booming markets of India and China. He discusses the intricacies of 15-minute vs. 30-minute deliveries, revealing the challenges riders face and the unique operations of dark stores. Wei highlights the importance of logistics and rider safety, along with the pressure of customer ratings. The conversation raises critical questions about the feasibility of ultra-fast delivery models and what these mean for the future of e-commerce.
8 snips
Jun 16, 2025 • 11min
E121: 99food vs. Keeta, Quem vai ganhar?
Didi is launching its food delivery service, 99Food, in Goiânia to avoid the intense competition in São Paulo. The hosts explore whether Meituan’s entry into Brazil pushed Didi to accelerate its plans. Lessons from Didi's previous attempt in 2019 reveal how past mistakes influenced their current strategy. The discussion also revisits the 2017 battle in China and the tactics used in that subsidy war. With iFood dominating the Brazilian market, challengers must navigate its stronghold as new entrants like Didi and Meituan aim to capture market share.
7 snips
Jun 5, 2025 • 13min
E120: Swiping for style: Gen Z's fashion playbook
The conversation delves into how young women in Asia navigate fashion shopping, blending online resources like Pinterest and TikTok with offline experiences at flea markets. Emerging trends such as capsule wardrobes and color analysis spark debates on minimalist versus maximalist styles. The group discusses the evolving significance of brands and whether fast fashion still holds appeal. Their insights reflect a shift towards conscious consumerism, highlighting the emotional impact of clothing on confidence and mood.
12 snips
May 27, 2025 • 16min
E119: Why is EVERY Chinese company going to Brazil?
Chinese tech giants are flocking to Brazil, with Luckin Coffee and Meituan leading the charge. This surge reflects Lula's pro-China politics and enhanced trade ties, fostering a welcoming environment for these firms. The duo delves into how cultural connections and public goodwill are influencing perceptions in South America. Additionally, discussions on trade links, particularly with soy and minerals, underline the growing economic bond between the two nations. Will this strategic partnership last? Tune in to find out!
10 snips
May 8, 2025 • 18min
E118:Why Grab prices are so different across Southeast Asia?
Discover why Grab rides can cost vastly different amounts across Southeast Asia, like $2 in Manila versus $18 in Singapore. Join Denise and Arana as they share their unique ride-hailing habits and preferences in their respective countries. The discussion covers alternatives like Gojek and Foodpanda, and how Grab is used as a super app for food delivery. They also react to new features from GrabX, talk about safety perceptions, and the challenges of driver supply in Singapore.
7 snips
May 6, 2025 • 16min
E117: Foodpanda exits Thailand after 13 years... what happened？
Foodpanda's surprising exit from Thailand after 13 years sparks a deep dive into its decline from market leader to just 5% share. Hosts examine the rapid rise of competitors like ShopeeFood and Grab, leveraging broader platforms for success. They discuss Delivery Hero's market strategies, focusing on profitability and operational complexities in local markets. The future of food delivery gets a look ahead with emerging trends in quick commerce and AI's growing influence.
7 snips
Apr 24, 2025 • 15min
E116: Do Xiaomi cars still have a future?
Explore Xiaomi's bold entry into the EV arena, where they’ve sold over 200,000 cars against giants like BYD and Tesla. Discover the buzz around the Porsche-inspired SU7, and the implications of a recent accident on their sales. Delve into the challenges of autonomous driving and the importance of safety, especially for new drivers. Learn how Xiaomi's innovative strategies and focus on design are helping them carve out a niche in China’s fast-paced electric vehicle market.
