Is Shopee Collapsing? [Complete History of Shopee, Garena, SEA LTD]
Chris Garin Chris Garin
25.9K subscribers
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 Published On Nov 22, 2022

Shopee is the Amazon.com of Southeast Asia. It's already 3 times bigger than Alibaba-backed Lazada.

But can it turn a profit before it runs out of money?

Learn about the origins of Shopee, Garena, and SeaMoney - the three-headed monster under Sea Ltd. This video covers the different playbooks Shopee uses when it expands to another country, tactics that brought it to where it is today, and the success story of its founder, Forrest Li.

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⏰☀️ TIMESTAMPS
0:56 - Who founded Shopee?
1:00 - Why his name is Forrest Li
1:50 - When was Garena founded?
2:04 - Why game developers love Garena
2:15 - How Garena makes money
3:25 - How big is Tencent Gaming?
3:40 - How Tencent acquires companies
5:20 - Origins of Shopee
6:35 - Shopee's Playbook when expanding to new countries
9:30 - Logistics Strategy Differences
10:43 - How the eCommerce industry works
12:55 - Why Shopee launched SeaMoney
13:03 - Origins of AirPay, ShopeePay
13:45 - Why Shopee, Grab, enter FinTech?
16:34 - Advantage of SeaMoney over competitors
17:45 - Southeast Asia eCommerce Landscape
18:27 - Why Indonesia is the most important market in SEA
18:45 - Shopee and Bluebird Taxi
19:00 - Shopee acquires NowFood
19:05 - ShopeeFood
19:25 - Why Shopee expanded to Brazil, Latin America
19:50 - Mercado Libre vs. Shopee
20:50 - Why Shopee failed in Latin America
21:30 - Why Shopee is doing well in Poland
22:00 - Why Shopee failed in France & Spain
22:50 - Risks, Concerns about Shopee's future
23: 00 - Decline of Free Fire, Garena
24:00 - Why Sea Ltd has been on the decline
24:24 - Why Freefire & Sea Ltd was banned in India
25:00 - Why Shopee switched strategies
25:33 - How Shopee can become profitable

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