In this episode, we take a closer look at the fast-paced and competitive food delivery industry in Southeast Asia. ShopeeFood is gaining traction in Vietnam—but does this pose a real challenge to market leader Grab? Is TikTok considering a move into local services? And could drones become the new norm for food delivery?We’re joined by Weihan, our insights lead, to unpack these questions and more. From drone delivery trials in Dubai to the high costs of operations in Singapore, we explore the trends and challenges shaping the future of how we order and eat food.What does this mean for the industry—and for consumers? Tune in for a thoughtful discussion on the evolving world of food delivery.Chapters:00:04:00: Grab leads Southeast Asia’s food delivery again00:05:00: Is Shopee Food a threat to Grab?00:10:00: Indonesia’s intense food delivery battle00:14:00: TikTok’s secret expansion into local services?00:23:00: Drones are now delivering your food? Featured Materials:Food Delivery Platforms in Southeast Asia 5.0, Momentum Works Vietnam Ecommerce and Retail Immersion, Momentum WorksE108: From Dianping to RedNote: Shanghai’s role in breeding successful consumer apps, The Impulso Podcast

E95: How Meituan overtook FoodPanda in Hong Kong, and what’s next?

AI is taking over the world by storm, and AI generated humans are becoming more popular. What does this mean for the ecosystem?

In this episode of Impulso Podcast, we sit down with Jensen, co-founder and CEO of Topview.ai, an AI-powered video creation platform.

With over 13 years of experience at Taobao, Jensen has been at the forefront of AI applications, especially in e-commerce and digital media. As AI-generated video becomes more sophisticated, Jensen shares how the shift from small, targeted AI models to large, multimodal models has transformed the industry since 2022.

From completely AI generated videos, to AI humans in the videos - how will AI change the future of content creation? Or even the videos we see on a daily basis?

Chapters:

00:01:04 AI Evolution: Before & After 2022

00:03:29 AI Acceleration & Market Impact

00:05:00 AI generated videos and how it is used

00:10:21 Can AI be the future of the Metaverse?

00:14:07 AI in Business & Global Expansion – Hangzhou’s tech ecosystem and China’s AI influence.

00:21:10 Closing Remarks – AI’s future and an invitation to explore China’s tech scene.

Featured materials:

E46: SenseTime founder’s passing & AI companies’ challenges in China, The Impulso Podcast

Tabcut report, Momentum Works

BYD is now outselling automotive giants like Toyota and Volkswagen in China. But beyond the numbers, a bigger shift is happening—Chinese EV brands are moving away from traditional dealerships and into shopping malls.

In this episode, we explore China’s electric vehicle revolution, breaking down the numbers behind its EV boom and uncovering why mall showrooms are replacing dealerships, and the economics driving this shift.

From sleek in-mall showrooms to live-streamed car sales and in-store cafés, China’s EV industry is transforming not just how cars are made, but how they’re sold. The way we buy cars is changing—China is leading the charge, but will the rest of the world follow?

Featured materials:

E105: Collapse of a Chinese EV company, livestreamed, The Impulso Podcast