Nadine Freischlad

Staff Writer • SEA Edition

Nadine is based in Indonesia. She covers Southeast Asia's super apps, the changing nature of work and employment, and other structural shifts happening as a result of digital disruption.

57 Articles published

Top Comments by Nadine Freischlad

ShopeeFood’s stiff mission to end Indonesia’s Grab-Gojek duopoly

Hi Piyush, thanks for your suggestions. Those are all interesting avenues. Some thoughts of the top off my mind, 1) Probably yes, I think GrabKitchens contribute a significant volume to Grab's food GMV and they are quite successful as the pioneer of that concept. 2) I think it's a natural progression, as their merchant network is already huge and contains many F&B brands as well. So food is (for now) just an expansion into instant-delivery and yes what you say about Meituan and O2O as the benchmark here probably makes sense. With on-demand delivery, e-commerce and food delivery converge... 3) I think the only real moat is fleet, which I talked about in the article. Grab/GoTo claim that there are advantages from having passenger rides+deliveries mixed. That this means better area coverage, more stable income for riders, better mapping/ETA etc. The other thing is, how specialised will Shopee get with food? Grab/GoTo already have many ancillary services for F&B, like consulting, even supplying ingredients and so on. My feeling is, ShopeeFood will focus on the delivery aspect, while Grab/GoTo embed themselves more with the merchants

Nadine Freischlad

The ripple effects of Grab's US$40 bn record SPAC listing

Hi Chris, thanks for reading. Hmm, not sure if I understand your question. Yin and yang is used as a metaphor here, to describe how two contrary forces (symbolized by the black and white) end up working in harmony with each other. The way this (we think) applies to Garena and Shopee is that the first is the profit-oriented unit while the latter the growth-oriented unit and together they make the Sea story so attractive.

Nadine Freischlad

Aadhaar versus others as Indonesia stands divided on digital ID overhaul

Thanks for reading and for taking the time to comment RR, although I do not agree with some of your remarks. For instance, I do not believe at all that calling Nandan Nilekani a billionaire is an attempt to vilify him. Neither does “positioning it as a development tool,” suggests any other (negative) motivations. This is a description of how Aadhaar was first introduced via the Planning Commission, specifically as a tool to reduce welfare corruption. Several problems related to Aadhaar services during the pandemic have been documented, I don’t think I need to list them here. You are right to point out that the impact of technological progress is well known, and I do not imply that nothing should be done. The article argues that governments such as Indonesia’s, which grapple with planning and building a digital ID infrastructure now, do not necessarily have the capacity (yet) to implement such systems with all the potential risks in mind. Therefore, even within government agencies, there is some hesitance over going in a direction that would centralise authority over a digital ID with one agency.

Nadine Freischlad

Aadhaar versus others as Indonesia stands divided on digital ID overhaul

Thanks for your comment Deepanshu. In my view it is helpful to bring up the example of quantum computing, to illustrate one way in which current encryption will eventually be challenged. In the article, this "potential threat" is mentioned by Randeep Sudan, who's been working in the digital identity space for many years and was leading the ID4D initiative within the World Bank. Governments like Indonesia's, planning their digital ID systems now, must develop the capacity to think ahead to anticipate these new challenges and solutions. It's not a given that this capacity exists within governments

Nadine Freischlad

Wahyoo’s recipe to spice up Indonesia's traditional food stalls

Thanks Sameep. Those are good questions. What you said is right–one advantage for the warteg owners to go to the same market vendors is that can get credit. Wahyoo is replicating that too, so that warteg owners can pay later for the goods they order in certain cases. It's all happening via an app. The main feature is for ordering groceries/daily goods. But there's also a tool for financial planning, and a tool that helps warteg owners keep track of customers who have an "open tap" at the food stall

Nadine Freischlad

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