Like Uber, Grab Is Building A Winner-Takes-Most Platform

  • Grab's poor stock performance doesn't reflect its operational progress; it's following Uber's successful playbook in mobility. Uber's dominance in ride-hailing is due to its supply-led strategy, which Grab is also adopting in Southeast Asia. Grab's growth is hindered by competitive markets, but its dual focus on supply and demand aggregation offers long-term potential.