Placeholder Image

字幕列表 影片播放

自動翻譯
  • This company accounts for 2% of Indonesia's GDP.

    這家公司佔印度尼西亞國內生產總值的2%。

  • Hopefully one day we'll contribute to 5 to 10%.

    希望有一天我們能貢獻到5%到10%。

  • Has superstar ambassadors.

    擁有超級明星大使。

  • Congratulations!

    祝賀你!

  • And is vying to become Southeast Asia's most valuable start-up.

    並且正在爭奪成為東南亞最有價值的創業公司。

  • But you may never have heard of it.

    但你可能從未聽說過它。

  • So what exactly is GoTo, and how did it get so big?

    那麼,GoTo究竟是什麼,它是如何變得這麼大的?

  • GoTo Group is an Indonesian tech company formed in May 2021 in a blockbuster merger between

    GoTo集團是一家印度尼西亞的科技公司,於2021年5月由以下兩家公司的大手筆合併而成

  • two of the country's largest start-ups: Gojek and Tokopedia.

    該國最大的兩家初創企業。Gojek和Tokopedia。

  • In some sense, this is a long history in the making.

    從某種意義上說,這是一個正在形成的漫長曆史。

  • The main product of the merger, a powerful super app you can use to book a ride,

    合併後的主要產品,是一個強大的超級應用程序,你可以用它來訂車。

  • buy something or make a payment, is today used by tens of millions.

    買東西或付款,今天已經有數千萬人在使用。

  • But the road to this landmark union started more than a decade ago.

    但是,通往這個具有里程碑意義的聯盟的道路始於十多年前。

  • Founded a year apart in the capital Jakarta, Tokopedia started in 2009 as an e-commerce

    相隔一年,Tokopedia在首都雅加達成立,於2009年開始作為一個電子商務公司。

  • marketplace to connect small merchants with buyers, while Gojek launched in 2010 as a

    市場,將小商戶與買家聯繫起來,而Gojek則在2010年推出,作為一個

  • ride-hailing platform for motorbike taxis.

    摩托車計程車的叫車平臺。

  • Both companies were created by a group of friends in their twenties, who were responding

    這兩家公司都是由一群20多歲的朋友創建的,他們都是為了應對

  • to an emerging wave of internet connectivity taking hold of the country at the time.

    當時,一個新興的互聯網連接浪潮正在控制著這個國家。

  • So in 2007, we at Tokopedia see the opportunity where Indonesia is already the king of social media.

    是以,在2007年,我們Tokopedia公司看到了印尼已經成為社會媒體之王的機會。

  • And we believe that if we can build a platform, an online marketplace, where we can connect

    我們相信,如果我們能夠建立一個平臺,一個在線市場,在那裡我們可以連接到

  • these strangers across the island, with the power of internet we should be able to democratize

    在全島的這些陌生人中,藉助互聯網的力量,我們應該能夠實現民主化。

  • opportunity and democratize commerce to everyone.

    機會,並將商業民主化給每個人。

  • There was kind of this inflection point where people were seeing the potential of the internet there,

    當時有一種拐點,人們在那裡看到了互聯網的潛力。

  • especially with the rise of mobile.

    特別是隨著移動通信的興起。

  • In a sprawling country with the world's fourth-largest population and a rapidly growing

    在這個擁有世界第四大人口和快速增長的國家裡,有一個龐大的國家。

  • middle class, the founders were onto something.

    中產階級,創始人是有想法的。

  • In the years that followed, both businesses ventured into digital payments and other services.

    在隨後的幾年裡,兩家企業都涉足了數字支付和其他服務。

  • Tokopedia doubled down on adding new market segments such as parents, couples and small

    Tokopedia加倍努力增加新的細分市場,如父母、夫婦和小型企業。

  • stallholders to its ecosystem.

    攤主對其生態系統。

  • Meanwhile, Gojek expanded its ride-hailing platform regionally and grew its domestic

    同時,Gojek在區域內擴大了其叫車平臺,並增加了其國內的

  • superapp, offering users on-demand services from food to massages and even manicures.

    超級應用程序,為用戶提供從食物到按摩甚至美甲的按需服務。

  • From day one, we offered multiple different services.

    從第一天起,我們就提供多種不同的服務。

  • So we never saw ourselves as a ride-hailing company or a delivery company.

    是以,我們從來沒有把自己看作是一家叫車公司或送貨公司。

  • We saw that the ojek driver could do many things.

    我們看到,Ojek司機可以做很多事情。

  • A human being on a motorcycle could do many things, and could be trusted to do many things.

    一個騎著摩托車的人可以做很多事情,而且可以信任他做很多事情。

  • And so, when we launched, we already had these multiple different services on the same base of drivers.

    是以,當我們推出時,我們已經在同一基礎上有了這些多個不同的服務。

  • Then, in 2015, the two began working in partnership, using Gojek drivers to provide same-day delivery

    然後,在2015年,兩者開始合作,利用Gojek司機提供當天的送貨服務。

  • for Tokopedia products during their off-peak riding hours.

    在他們的非高峰騎行時間,為Tokopedia產品。

  • We were the first in the world to bring together a partnership between an on-demand platform

    我們是世界上第一個在按需平臺之間建立合作關係的公司。

  • with an e-commerce platform.

    有一個電子商務平臺。

  • With that true collaboration, we uniquely create the first same-day delivery.

    有了這種真正的合作,我們獨特地創造了第一個當日交付。

  • Both companies have grown to become juggernauts, boasting an impressive list of investors such

    這兩家公司都已成長為巨無霸,擁有令人印象深刻的投資者名單,如

  • as Softbank, Alibaba, Tencent, Facebook and Google.

    如軟銀、阿里巴巴、騰訊、Facebook和谷歌。

  • Their $18 billion merger, Indonesia's largest ever, comes amid fierce competition from Singapore-based

    他們180億美元的合併,是印度尼西亞有史以來最大的合併,是在來自新加坡的激烈競爭中進行的。

  • Shopee and Grab.

    Shopee和Grab。

  • There was speculation they may merge with other regional start-ups.

    有人猜測他們可能會與其他地區的初創企業合併。

  • I know there were a lot of rumors.

    我知道有很多傳言。

  • But in reality, we were under no pressure to do anything.

    但實際上,我們沒有任何壓力要做什麼。

  • And, you know, when we looked at our futures, we actually realized that a lot of the things

    而且,你知道,當我們審視我們的未來時,我們實際上意識到,很多事情

  • that we've done together we really amazing but could be so much more if we actually were

    我們一起做的事情真的很了不起,但如果我們真的在一起,可以做得更多。

  • under one company.

    在一個公司之下。

  • Under the new structure, GoJek's Andre Soelistyo takes over as CEO of GoTo Group and GoTo Financial,

    在新的結構下,GoJek的Andre Soelistyo接任GoTo集團和GoTo金融的CEO。

  • Tokopedia's Patrick Cao becomes president, while Kevin and William will remain CEOs of

    Tokopedia公司的Patrick Cao成為總裁,而Kevin和William將繼續擔任公司的CEO。

  • Gojek and Tokopedia, respectively.

    分別是Gojek和Tokopedia。

  • The combined entity counts over 100 million monthly active users, more than 11 million

    合併後的實體擁有超過1億的月度活躍用戶,超過1100萬的

  • merchants, and over 2 million drivers in an ecosystem that represents 2% of Indonesia's

    在一個佔印度尼西亞2%的生態系統中,有超過200萬名司機。

  • $1 trillion GDP.

    1萬億美元的GDP。

  • Imagine that Amazon, DoorDash, Uber, PayPal, Stripe is combined together.

    想象一下,亞馬遜、DoorDash、Uber、PayPal、Stripe被結合在一起。

  • There's a saying that if you want to go fast, you go alone; if you want to go far,

    有句話說,如果你想走得快,就一個人走;如果你想走得遠,就一個人走。

  • you go together.

    你們一起去。

  • So GoTo, basically, is go far, go together.

    是以,GoTo,基本上,就是走得遠,走得近。

  • GoTo is hoping that will help them capture a greater chunk of the market in Indonesia

    GoTo希望這將幫助他們在印度尼西亞佔領更大的市場。

  • and beyond.

    及以後。

  • Indonesia's digital economy is expected to be worth $124 billion by 2025 as the wider

    到2025年,印度尼西亞的數字經濟價值預計將達到1240億美元,因為更廣泛的

  • Southeast Asian online market triples in value to more than $309 billion.

    東南亞在線市場的價值增長了兩倍,超過3090億美元。

  • Florian Hoppe, a partner at management consulting firm Bain & Company, co-authored the research.

    管理諮詢公司貝恩公司的合夥人弗洛裡安-霍普是這項研究的共同作者。

  • He told me more.

    他告訴我更多。

  • Indonesia obviously remains hugely exciting because population in Southeast Asia, huge

    印度尼西亞顯然仍然是非常令人興奮的,因為東南亞的人口,巨大的

  • economic growth forecasts for the next 10 years or thereabouts, really turning into

    未來10年左右的經濟增長預測,真正變成了

  • a consumption-based economy as well.

    也是一個以消費為基礎的經濟。

  • And a big part of its story has been this quick adoption of digital services.

    而其故事的很大一部分是對數字服務的快速採用。

  • But in order to expand, Florian said businesses need to target their services at the 120 million

    但為了擴大規模,弗洛裡安說,企業需要將他們的服務瞄準1.2億人。

  • Indonesians who live outside urban areas across the 17,000 island archipelago.

    居住在17000個島嶼的城市地區以外的印度尼西亞人。

  • Indonesia is now facing that next level of growth challenge.

    印度尼西亞現在正面臨著這種下一層次的增長挑戰。

  • A lot of the early growth was driven by key urban centers, was driven by Java.

    很多早期的增長是由關鍵的城市中心驅動的,是由Java驅動的。

  • That captures about half the population or thereabouts.

    這就抓住了大約一半的人口,或者大約一半的人口。

  • The next half is going to be the really interesting story.

    接下來的一半將是真正有趣的故事。

  • How do you reach them?

    你如何接觸他們?

  • Establishing logistics services there, onboarding them for payments, really starting to integrate

    在那裡建立物流服務,為他們提供支付服務,真正開始整合。

  • them in the digital economy.

    他們在數字經濟中。

  • For GoTo, that includes providing payments and financial services in a country where

    對GoTo來說,這包括在一個國家提供支付和金融服務,在那裡

  • 47 million adults lack access to mainstream financial services and products.

    4700萬成年人缺乏獲得主流金融服務和產品的機會。

  • 92 million have never used a bank.

    9200萬人從未使用過銀行。

  • When you have 17,000 islands, to credit score everyone, it's so difficult, right.

    當你有17,000個島嶼時,要給每個人都打上信用分數,這太難了,對吧。

  • But with this technology everyone has a mobile phone, and with this, you can capture and

    但有了這項技術,每個人都有一部手機,有了它,你可以捕捉和

  • actually build credit score to everyone.

    實際上是給大家建立信用分數。

  • It's these individuals who are underbanked or unbanked where falling sick or economic

    正是這些銀行服務不足或沒有銀行服務的人,在生病或經濟困難的情況下,才會出現這種情況。

  • shocks can really mean the difference between being in the middle class and falling back

    衝擊可能真的意味著在中產階級和回落之間的區別。

  • into poverty.

    陷入貧困。

  • And so this is really both a huge business opportunity but also an area where we really

    是以,這確實既是一個巨大的商業機會,也是一個我們真正的領域。

  • think we can deliver a lot of impact.

    我認為我們可以提供很大的影響。

  • To date, neither Gojek nor Tokopedia are profitable.

    到目前為止,Gojek和Tokopedia都沒有盈利。

  • The company is said to be planning another round of fundraising before publicly listing,

    據說該公司正計劃在公開上市前再進行一輪籌資。

  • likely in Jakarta and the U.S.

    可能在雅加達和美國。

  • On timeframe, not only for the IPO, but on all product development, my timeframe is always

    關於時間框架,不僅對於IPO,而且對於所有的產品開發,我的時間框架始終是

  • yesterday.

    昨天。

  • But to be realistic to the team and so on then it's as soon as possible.

    但為了對團隊等現實一點,那麼就是儘快。

  • We hope that we can aim to list by hopefully the end of this year.

    我們希望,我們可以爭取在今年年底前上市。

  • The merger of GoJek and Tokopedia comes weeks after rival superapp Grab completed a Nasdaq

    GoJek和Tokopedia的合併是在競爭對手超級應用Grab完成納斯達克上市幾周後進行的。

  • listing through the world's biggest special purpose acquisition company merger, valuing

    通過世界上最大的特殊目的收購公司合併上市,估值為

  • it at almost $40 billion.

    它的價格幾乎為400億美元。

  • Goto is said to be seeking a public market valuation target of $35 billion to $40 billion.

    據說後藤正在尋求一個350億至400億美元的公開市場估值目標。

  • In many ways, our story was the underdog story.

    在許多方面,我們的故事是一個弱者的故事。

  • We were for a very long time, the smaller, less well capitalized player going against

    在很長一段時間內,我們都是規模較小、資本較少的參與者,在與其他公司的競爭中處於劣勢。

  • global or regional giants.

    全球或區域巨頭。

  • And we've managed to thrive and succeed in spite of that.

    儘管如此,我們還是設法茁壯成長並取得成功。

  • The IPOs will also serve as a litmus test for the region.

    IPO也將成為該地區的一個試金石。

  • If successful, it could pave the way for more tech start-ups to emerge as investor appetite

    如果成功,它可以為更多的科技創業公司鋪平道路,成為投資者的胃口。

  • grows.

    增長。

  • Southeast Asia, historically, has had a bit more challenging time getting on the radar

    從歷史上看,東南亞在進入雷達方面的挑戰更大一些。

  • next to China and India, which are obviously much easier to digest.

    挨著中國和印度,這顯然更容易消化。

  • Southeast Asia, with different countries, different local regulations and, actually,

    東南亞,有不同的國家,不同的地方法規和,實際上。

  • a fairly fragmented geography as well has been a bit harder to grasp.

    一個相當零散的地理環境也有點難以把握。

  • And, in fact, I think many international investors probably had trouble figuring out how much

    而且,事實上,我認為許多國際投資者可能很難弄清楚有多少

  • potential is there.

    潛力是存在的。

  • If anything, the last few years have shown that now the digital economy is actually rivalling

    如果有的話,過去幾年的情況表明,現在數字經濟實際上正在與

  • at the very least India.

    至少是印度。

  • But the potential's clearly there and I think international investors have woken up

    但潛力顯然是存在的,我認為國際投資者已經覺醒了

  • to that.

    對這一點。

  • With their combined resources and business thriving in the new landscape, what about

    隨著他們的綜合資源和業務在新的環境中蓬勃發展,那麼

  • GoTo's plans for the future?

    GoTo的未來計劃?

  • Goto comes with a big responsibility.

    後藤肩負著巨大的責任。

  • We try to provide solutions for a problem that we figured out a decade ago.

    我們試圖為一個十年前就發現的問題提供解決方案。

  • But this solution will also create another problem.

    但這個解決方案也會產生另一個問題。

  • With millions of drivers, the emissions, with so many merchants, the packaging and so on.

    有了數以百萬計的司機,排放,有了這麼多的商家,包裝等等。

  • So we have a commitment by the year of 2030 how we can really drive zero waste, zero emissions,

    是以,我們有一個承諾,到2030年,我們如何能夠真正推動零廢物、零排放。

  • and to become a company that can be a legacy for the next generation.

    併成為一個能夠成為下一代的遺產的公司。

  • The bold aims imply the GoTo of 2030 could look very different to today.

    這些大膽的目標意味著2030年的GoTo可能看起來與今天非常不同。

  • But as far as the leaders are concerned, they're just getting started.

    但就領導人而言,他們才剛剛開始。

  • There's no doubt that our ambitions are global.

    毫無疑問,我們的雄心是全球性的。

  • We have operations not just in Indonesia and we do believe that the future for our combined

    我們不僅在印度尼西亞有業務,而且我們確實相信,我們合併後的未來

  • group is one that goes beyond just one country.

    該集團是一個超越了一個國家的集團。

This company accounts for 2% of Indonesia's GDP.

這家公司佔印度尼西亞國內生產總值的2%。

字幕與單字
自動翻譯

影片操作 你可以在這邊進行「影片」的調整,以及「字幕」的顯示

B1 中級 中文 公司 合併 服務 東南亞 增長 上市

去哪兒網。印度尼西亞最有價值的合併案背後的數十億美元的超級應用 | CNBC Make It (GoTo: The multibillion-dollar superapp behind Indonesia’s most valuable merger | CNBC Make It)

  • 0 0
    Summer 發佈於 2021 年 06 月 07 日
影片單字