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Anthony Tan: at Grab, why locals in charge beats learning subsidies

Subsidies copy overnight; locals in charge do not. Anthony Tan moved his family to Jakarta and put locals in top seats—localization’s hard part is HQ admitting it does not know, and letting the standard product be rewritten beyond recognition.

Aug 12, 2026

In-store vs to-home local services: where Meituan, Grab, and DoorDash park profit

To-home lives on density and subsidies—Grab Deliveries ~2% GMV margins, DoorDash on fulfillment plus ads. In-store is light and thick until content skims traffic. Why Meituan’s dual ledger is unique—and fragile.

Aug 12, 2026

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