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BREAKING $GRAB Newest @AnthonyPY_Tan Interview On Rapid Response In this interview, Anthony Tan does not just see $GRAB just a SuperApp business, he saw $GRAB creating B2B Products out of data. Essentially GRAB is a software company with data driven approach. ~I have talked about $FICO like on $GRAB Fin for months. Here Anthony will discuss it in detail. How the company is data driven business to make it even more affordable and profitable over time. ~He wants to make $GRAB SuperApp 1% better everyday. And adopting #AI to become the dominant force in the world! ~Folks at the bottom of the pyramid are now have access to the most advanced generative AI at no cost. Anthony is changing the lives in 700m people at a pace unimaginable with @OpenAI @AnthropicAI! ~Anthony talked about HyperLocal in which I discussed extensively in the "secret sauce" thread. That was how $GRAB won $UBER and incoming/existing players. @amazon and @Microsoft are now buying $GRAB Mapping tool😲. Sooner or later, $GRAB will build even more B2B products to sell to US largest market cap companies. GRABFico will be very valuable for most financial institutions that want to do business in SEA. ~Anthony saw massive upside on penetration in the coming years in current 8 countries. ~Anthony discussed "culture" of $GRAB SuperApp, how he would personally listen to drivers to improve it right away. Grab also works closely with government to uplift people, to create more employment. ~Anthony works from 6am to 11:30pm. His work schedule hasn't changed from day one. High intensity work, or "you can sleep all you want when you're dead." ~13m registered merchants/drivers on the SuperApp, Anthony wants to embrace #AI to help them, invest in them now to make better decisions everyday.

BREAKING $GRAB & Tourism TLDR: $GRAB is learning a lot by working closely with Thai PM and official on Tourism in Thailand. Now $GRAB Is expanding QUICKLY what they learn to other 7 regions. Months ago, I talked about opportunity in Tourism for $GRAB,from $ABNB booking like, hotel booking, dine out, travel packages, reliable and affordable rides, event discounts to last mile delivery. $GRAB is well positioned to benefit the most in SEA tourism growth. During Q2 and recent CFO @peter_oey interview, $GRAB Confirms its intention to expand aggressively on tourism. Grab plans to work closely with regulators/local officials like in Thailand and Singapore recently in Malaysia, Vietnam, Cambodia, Myanmar, Philippines, and especially Indonesia market. Meaning you will see more $GRAB banners when landing at these 8 countries' airport and more favored collaboration to boost tourism. For example, Singapore Tourism Board will connect Grab with tourism partners in Singapore to encourage closer cooperation. Using these insights and Grab’s marketing tools, they aim to increase visitor numbers and spending across the island, benefiting local businesses. Or the Thai government is deeply committed to work with $GRAB SuperApp to help its growing Expat population as well as supporting its tourism effort/policies. Recently, The Tourism Authority of Thailand (TAT) and Grab (Thailand) have launched the nationwide campaign “Tiew Tua Thai Suk Kan Yai Wai Jai Grab” Also The Vietnam Tourism Development Fund (VTDF), under the Ministry of Culture, Sports and Tourism, and Grab Vietnam have signed a five-year MoU to promote and develop Vietnamese tourism and accelerate digital transformation in the industry.VTDF believes the deal will boost Vietnam's tourism by attracting more domestic and international travellers, while also advancing the digital transformation and sustainable development of the tourism industry. For the most part, Visitors trust Grab as reliable SuperApp to buy things they need at destination. At the same time, easy and dynamic payment system allow users to shop without worries. At the same time, Grab allows tourists to buy 1 month GrabUnlimited to access to greater discount, with option to renew if planned to stay longer. Interesting most visitors are prefering Car rides or luxury option rides, where $GRAB extensively exploring to secure more drivers in this segment. Luxury rides have much higher margin than regular rides or Bike rides. Management is laser focused on Organic growth instead of M&A and is executing in different segment to bring growth to 30-40%. GrabMart will also a major part of growth contribution in the coming quarters/years, and only at less than 5% penetration. With $ABNB weakening and less reliable in SEA, $GRAB is well positioned to steal market share with working closely with Government officials on different programs to boost tourism. This will allow GrabUnlimited or regular members to explore opportunities to generate income on their vacant units. The SuperApp is gaining traction on all segments, and now winning in tourism. All current 8 countries' Prime Minister or Presidents express gratitude to $GRAB to support their tourism and employment. Countries express intends to collaborate with GRAB even more on future growth.

$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is @amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or @Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. @JeffBezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where @AnthonyPY_Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, @AnthonyPY_Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. @AnthonyPY_Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with @OpenAI and @AnthropicAI partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or @lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos @bongbongmarcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when @amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, @AnthonyPY_Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, @AnthonyPY_Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...