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。