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Why I left Google to join Grab

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Re: Why I left Google to join Grab

#2
Currently staying in indonesia for vacation, i can verify, a lot of green go-jek jackets, not so many grab ones.

Personally i use go-jek. Got an sms just like whatsapp, and i was setup. Grab wants me to create an account, meh, so i stopped there.

I like the live tracking, so i can see, where the driver is. Helped me a lot to get out and find the driver, as the navigation route is most likely wrong in all these small streets. Hard to give notes, they ignore them anyways.

The Go-Jek apps, for each purpose one, meh. The update mess on each day, whenever i get wifi, i hate it.

And i see signs everywhere: only drop-off, no go-jek, no grab, no uber. They are pretty vocal about it. So yeah, its a war.

Surely it breaks up local schemes of corruption. One can see it, when streets are closed down by types in army clothes, and a caravan of cars enter the streets, with dudes in open jeeps, moustache and laughing. There goes the money.

I do not know. There is a global economy and local businesses. I wish it was not a few companies driving the disrupting changes, that will destroy most likely local businesses, that have developed over decades. Sure, people use it and that is good. Good ideas replace ideas not so good anymore in these times.

Ah, i dont know. I want tools, that allow people to connect directly in an open market. Without a big company controlling the flow and taking a percentage here and there. But maybe thats the prize to pay for now. Everyone can take a camera now and do tv, its not monopolized anymore by a few.

End of rant. I wish that dude good luck. I also have left a well oiled machine to start something else. I do not share his excitement, though. The food delivery business will never be mine except for emergency. That beats crusty, non plastic wrapped 'fresh' together with a few friends. But thats just me. :)

Re: Why I left Google to join Grab

#3
I actually, because of the app I was reading this on, failed to realize this was a Yegge post until the end. No wonder it was such a good read.

Welcome back to the real world, man, hoping we see more blogs from you in the future!

Re: Why I left Google to join Grab

#4
The view from Shenzhen:

Naomi Wu / @RealSexyCyborg / 10 Dec 2017 / Naomi Wu Retweeted Seruko

If food delivery cost $0.40USD with no "tip" lots of Western countries might be at a similar place. Cheap migrant labor is the backbone of our e-commerce boom. The way they treat those boys is unforgivable.[1]

The gig economy - more cost-effective than slavery.

[1] https://twitter.com/realsexycyborg?lang=en

Re: Why I left Google to join Grab

#5
Would like to see the gig economy move off of human labor. Do any of these companies like Grab or Go-Jek have much of an autonomy story or any real competitive differentiators?

If not, this whole space is otherwise a race to the bottom and a question of who can raise the most money. The fact that money from Softbank and Alphabet is allocated to competitors illustrates that it is very unclear how these companies differ from one another.

Re: Why I left Google to join Grab

#7
post #6

He mentions that Uber is losing so much money. But how much money is Grab losing? He says drivers make 3 to 5 times their prior wages. How can grab afford to pay that?

They might say higher efficiency (less downtime), but I doubt the claim.

Re: Why I left Google to join Grab

#8
post #6

He mentions that Uber is losing so much money. But how much money is Grab losing? He says drivers make 3 to 5 times their prior wages. How can grab afford to pay that?

I was just talking to my UBer driver in Manila. He made $550 per month working as a registered nurse in one of the largest hospitals here. Driving for Uber he makes $1700 to $2100 per month. I'm assuming Grab pays similarly.

I don't think he's really done the math to figure out maintenance and fuel costs, but presumably he's coming out ahead in any case. This is a major issue in developing countries where institutional wage increases have not kept pace with the "gig" economy. So a skilled and educated professional can make 3x to 5x the local wage by working as a virtual assistant or an Uber Driver.

This pulls educated professionals out of the labor pool for things like medical and drags down the quality of care. Medical facilities in the Philippines can be really nice, but many doctors and nurses are recent grads and quite frankly completely clueless about anything but the most basic issues.

Re: Why I left Google to join Grab

#9
It's a delightful read. I am no fan of Google but people do realize that once a company becomes big innovation has huge costs involved, more people means lesser room for growth and hence the politics, as well as some arrogance of being a large company.

That said I kind of disagree with this: Restaurants and food trucks are both about to be obliterated by Peach and Uber Eats.

The biggest cost to a restaurant was their location and hence, the rents. Sure using food delivery apps helps them a lot. It also lowers the barrier of running a restaurant. So people might be all in for these apps. But that is one side of the equation.

The real question is - How is this a viable business for the food delivery apps? Is the market large enough to make real profits? As an example, most of the food delivery apps in India are not doing great:

https://www.vccircle.com/swiggy-lost-rs-1-5-for-every-re-1-i...

Swiggy has been the "Uber" of food delivery apps here in India and they have revised their prices upwards quite frequently.

Re: Why I left Google to join Grab

#10
post #8
post #6

He mentions that Uber is losing so much money. But how much money is Grab losing? He says drivers make 3 to 5 times their prior wages. How can grab afford to pay that?

I was just talking to my UBer driver in Manila. He made $550 per month working as a registered nurse in one of the largest hospitals here. Driving for Uber he makes $1700 to $2100 per month. I'm assuming Grab pays similarly. I don't think he's really done the math to figure out maintenance and fuel costs, but presumably he's coming out ahead in any case. This is a major issue in developing countries where institution…

What I am afraid of is that these people payments are being subsidised by VC money, when that money runs out and they have to compete truly based on market self-regulated prices I fear the workers will be getting paid less and less to make up for the costs, it's good for a while but people are becoming dependent on something that is still very unstable.
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