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Product & Technology

Consumer technology, product choices, platforms, AI, and the infrastructure changing how businesses operate.

12 relevant signals · Updated Sep 2

Neverlater thesis

Technology creates value when it changes customer behaviour or operating leverage. Neverlater follows product choices that move beyond novelty into useful, repeatable advantage.

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Current signals

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This week in Product & Technology

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What Grab’s Latest Numbers Tell Us About Where Southeast Asia’s Super App Is Really Going

A closer look at Grab’s latest results, through an operator’s lens on mobility, delivery, fintech, ads, and the next phase of Southeast Asia’s platform economy.

Substack · Jun 5
0

Exclusive note

What We Took Away From Brian Chesky on Rebuilding Airbnb for the AI Era

Neverlater · Sep 2
0

Note

Our Read on Amity Robotics Bringing AI Into Physical Retail

Amity Robotics · Aug 4

Editor's picks

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Start here

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Indonesia’s Food Delivery Market Is Growing Again. But the Game Has Changed.

Shopee Food’s rise suggests the next phase of food delivery will be fought not only on logistics, but on affordability, discovery, and who controls restaurant demand.

Substack · Jul 26
0

Read

5 Better-for-You Retail Chain Ideas Worth Exploring in Indonesia

A structured look at the retail formats we believe are worth exploring, combining market logic, consumer behavior, and our personal conviction.

Substack · May 29
0

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Behind the Conviction #01 - Conversation with Oliver, Investment at Trihill Capital

An inside look at how Trihill Capital thinks about building and backing consumer brands in Indonesia

Substack · Apr 9

Latest

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Signals & operator notes

Exclusive noteTrip.com vs Traveloka vs tiket.com: Who Has the Stronger Indonesia Advantage?Neverlater · Aug 190
NoteOur Read on GoTo’s Second Consecutive Profitable QuarterGoTo Investor Relations · Aug 30
NoteOur Read on Nothing’s Restructuring Under PressureThe Verge · Aug 10
NoteOur Read on Shopee’s Move Into One Hour DeliveryShopee Indonesia · Jul 271

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Relevant jobs

Community Partnership Business DevelopmentSEI Brands International · JakartaCommercial DirectorSEI Brands International · South JakartaR&D ManagerSagala · BandungExplore all jobs
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