The Impulso Podcast

Momentum Works
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Jun 7, 2023 • 39min

E05: [In-depth] Elon Musk’s trip to China, Tesla and Twitter

Jung Un Lee, CEO of Momentum Works, shares his insights on Elon Musk's recent trip to China. He details Musk's high-profile meetings with Chinese officials, including a fascinating 16-course dinner with a battery supplier. The discussion dives into Tesla's competitive positioning in the booming EV market, with a focus on impressive sales figures and manufacturing advantages. Musk's emotionally charged speech at the Shanghai Gigafactory is dissected, alongside thoughts on how his Chinese engagements could influence his strategies for Twitter and the potential for a U.S. super app.
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Jun 2, 2023 • 39min

E04: Everyone is copying Temu, Elon Musk in Beijing, Existential risks of AI, and Web3 insurance

In this engaging conversation, Bao Hua, a physics-trained research intern at Momentum Works, shares his insights on the fast-evolving landscape of business and technology. The discussion begins with Temu's groundbreaking consignment-style model, inspiring many e-commerce players to replicate its success. Bao also reflects on Elon Musk's recent diplomatic outreach in Beijing and its impact on Tesla's strategy. Additionally, they tackle the existential risks of AI, exploring its dual nature as a tool for productivity and a potential threat, before delving into the future of Web3 insurance.
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May 31, 2023 • 36min

E03: [In-depth] Making sense of Alibaba‘s biggest restructuring in history

Jungun Lee, CEO and founder of Momentum Works, delves into Alibaba’s historic restructuring and its implications for the future. He discusses Jack Ma's leadership and the company's evolution from a B2B platform to a global e-commerce giant. Jungun outlines the competitive pressures from rivals like Pinduoduo and the need for agility within a vast organization. They dissect Alibaba's six-unit restructuring strategy aimed at decentralizing decision-making and nurturing an entrepreneurial mindset among employees.
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May 26, 2023 • 36min

E02: Meituan’s Expansion into Hong Kong, Grab’s Co-Founder Steps Down, Alibaba’s Restructuring and Layoffs, and Bubble Tea!

Dive into the latest in business with discussions on Meituan's bold expansion into Hong Kong, challenging the likes of Foodpanda and Deliveroo. Unpack the implications of Grab’s co-founder stepping down and its potential impact on company culture. Explore Alibaba's unprecedented restructuring into six companies, driven by market pressures and a need for agility. Plus, get the scoop on bubble tea as a unique business case, revealing valuable lessons on operations and modern strategy. Sip in the trends!
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May 22, 2023 • 1h 1min

E00: Cento x Momentum Works: On Stranger Tides: Southeast Asia Tech Investment in 2023

Dmitry Levit, a Partner at Cento Ventures specializing in Southeast Asia, shares insights on tech investment trends. He discusses 2022 as a pivotal year for the region's ecosystem, clarifying misconceptions about impending collapse. The conversation highlights Thailand's surprising valuation rise and contrasts Southeast Asia’s performance against other regions. Dmitry outlines new investing rules moving towards fundamentals and cautions about the potential of climate tech versus fintech. He predicts strong prospects for B2B SaaS in the evolving landscape.
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14 snips
May 19, 2023 • 33min

E01: Sea Group and Grab earnings, Sam Altman’s Congress testimony, Luckin Coffee entering Singapore

The podcast dives into the latest quarterly reports from Sea and Grab, highlighting their financial performances and market strategies. Exciting advancements in Generative AI are explored, including the implications of Sam Altman's recent congressional testimony. The discussion also showcases Luckin Coffee's bold expansion into Singapore, analyzing potential challenges and strategies in a competitive market. Tune in for insightful analysis and thought-provoking perspectives on business and technology trends!

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