Lazada
Lazada is an e-commerce platform operating in Southeast Asia, positioned alongside Shopee, Grab, Gojek, TikTok, and Temu as one of the region's potential giants . It was notably a major client of Wiz.AI in the intelligent customer-service space as of early 2024 , and in the platform-commission dynamics that cross-border sellers navigate, Lazada's rates in Vietnam rose alongside Shopee's in early 2025 . The platform also featured in the earlier e-commerce wave that benefited logistics player J&T Express, when Shopee and Lazada subsidy wars drove demand for delivery infrastructure . In competitive framing, 暗涌Waves cited Lazada as the incumbent that Shopee later overtook through sharper localization .
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Coverage
A Conversation with Thailand's First Unicorn Founder: From Orphan to $3 Billion CEO --- When Kavin Bhumikittikul was six years old, he watched his mother walk out the door and never come back. His father, a gambling addict, had accumulated crushing debts. The family shattered. Kavin and his siblings were sent to separate orphanages across Bangkok. Forty years later, he is the founder and CEO of Agoda, the online travel platform valued at roughly $3 billion — Thailand's first unicorn, and one of Southeast Asia's most consequential tech companies. I met Kavin at Agoda's Bangkok headquarters, a sleek glass tower overlooking the Chao Phraya River. He arrived without an entourage, wearing a company polo shirt and carrying his own laptop bag. The contrast between his current stature and his origins is almost too stark to process. Yet he speaks about both with the same even, analytical tone — as if describing data points in a business case rather than his own life. --- **"I learned to sell before I learned to read properly"** Kavin's earliest memory of commerce is selling candy to other children at his orphanage, age seven. He would buy bulk packs with his meager allowance
The fiercer the storm, the more powerful the lightning.
暗涌Waves·Southeast Asia's "Nubank": Building a Credit Card Business for Tens of Millions in Countries Without Credit Bureaus
Mining massive traffic in the blind spots of traditional banking tech.
暗涌Waves·Conversations with 30 Tariff War Veterans: Hope for the Best, Prepare for the Worst
A Self-Rescue Guide.
暗涌Waves·Vol.03 In Conversation with Wiz.AI's Jianfeng Lu: After Taking AI Overseas, We Discovered Southeast Asia Isn't One Market — It's N Markets!
云启资本·Southeast Asia Investment Finally Has a Success Story
A Resolute Choice
暗涌Waves·The New Era of Going Global: Chinese Founders Conquering the World
Today, virtually no Chinese company doesn't aspire to go global — or, put another way, to become a truly global company.
暗涌Waves·
