Bom Kim

Bank on It: Companies That Are Changing the Rules, and the World

Caroline Fairchild, Bom Kim, Hakan Koç, Ming Maa, Abhinav Sinha

Coupang, Auto1 Group, Grab, and OYO Rooms, all backed by SoftBank's Vision Fund, leverage asset-heavy strategies to dominate e-commerce, automotive, super-app, and hospitality sectors by solving unique regional infrastructure gaps. These companies collectively delayed public listings to prioritize vertical integration and hyper-local adaptation, resulting in massive scale metrics such as Coupang's $11 billion run rate and Grab's status as Southeast Asia's first billion-dollar tech firm. Looking forward, their expanded logistics networks and proprietary technology aim to penetrate new global markets, including the US, while further formalizing informal economies through deep financial and operational ecosystems.