2023-05-09
Very relevant article that reflects on how slowdown of capital creates headwinds for capital-heavy B2B approaches. I'm quoted mostly regarding capital intensity, but I think the core issue is going to be the lack of product/feature differentiation. https://restofworld.org/...
Rest of World
African B2B e-commerce startups are scaling back operations and laying off staff; 28 of them raised $470M+ since 2008, of which 90% came between 2021 and 2022
Damilare Dosunmu / Rest of World :
2022-08-30
WhatApp moving to house the transaction first vs. own the payment strategy makes sense. Digital payments don't happen in a vacuum. That said, Meta is about to learn that conversational commerce is just one layer of the social commerce stack. https://twitter.com/...
TechCrunch
Meta partners with JioMart, an e-commerce venture between Reliance Retail and Jio Platforms, to launch a grocery shopping service on WhatsApp in India
2022-06-24
This dynamic will play out on the continent too. Keys are the shift to discovery and a huge compression of platform fees. https://twitter.com/...
Rest of World
Facebook has emerged in Mexico City as a low-cost alternative to food delivery services like Uber Eats and Rappi, as restaurateurs seek to avoid high fees
The platform has emerged as a hack around Uber Eats and Rappi's high fees. — • XOCHIMILCO, MEXICO Tweets: @anirvan , @khushbuoshea , @leomschwartz , @lenton_chris , @cowvala , @k...
2022-03-21
Traditional digital advertising in Africa is very limited in reach. Look at Facebook's ROW advertising revs. Here's @benedictevans's thoughts on the merging world of logistics and discovery - a key piece in our digital commerce thesis. More to come. https://www.ben-evans.com/... https://twitter.com/...
Benedict Evans
As Amazon's ad revenue passes YouTube's and US pay TV subscriptions drop, ad budgets will shift further to targetable spots and other customer-acquisition tools
Benedict Evans : Tweets: @tomroach , @hkanji , @mrstephendeng , @durgaraghunath , @jeffjarvis , @nairsameer , @rahulwelde , and @damianburns See also Mediagazer Tweets: Tom Roach ...
2019-11-29
Interesting. Copia looks like Kudo's (GrabKios) orig intention and half of the Taobao village model from Alibaba. Kudo acq. by Grab and cut back on agent-led ecommerce & Alibaba also cooling on the concept. Wonder if the deeper pain of getting quality goods in Kenya shifts this. https://twitter.com/...
Quartz
Copia, an e-commerce and logistics startup for unbanked customers operating in central Kenya, raises $26M Series B led by UK's LGT Lightstone
Yomi Kazeem / Quartz :
2019-11-28
Interesting. Copia looks like Kudo's (GrabKios) orig intention and half of the Taobao village model from Alibaba. Kudo acq. by Grab and cut back on agent-led ecommerce & Alibaba also cooling on the concept. Wonder if the deeper pain of getting quality goods in Kenya shifts this. https://twitter.com/...
Quartz
Copia, an e-commerce and logistics startup for unbanked customers operating in central Kenya, raises $26M Series B led by UK's LGT Lightstone
The promise of e-commerce over the past decade across Africa's urban middle class lies in the ease and convenience of making and paying for purchases via …