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E5: Low Level Barbarians - Grab Q2, SEA Group Global, Tik Tok E-commerce, Carousell ”Unicorn”
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For this special and entertaining episode, barbarian Dave calls in from his motel in Wisconsin. The gang arrives on time to discuss Grab Q2 results, the global expansion of SEA group, the rise of Tik Tok E-commerce, and Carousell's most recent raise, which makes them a Unicorn. Are there any surprises for Grab? Will raising USD6.5B hurt or help SEA group in the long run, and do they have what it takes to win? What makes the Tik Tok e-commerce experience special? Can Carousell prove the haters wrong and justify its unicorn valuation? Tune in to find out!
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