Franco Varona
speaker
1,024 appearances
2 recordings
1 series
first heard Nov 2025
last heard 1 Apr
Franco Varona’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.
Appearances
Today Grab continues to dominate uh the market.
We'll see it with some of our own investments.
Pick up coffee, for example.
Right.
you look at you look at Indonesia, you look at you look at Malaysia, and you see this kind of quick coffee business uh taking off and very quickly you'll see competitors come out.
But in this country, pick up coffee continues to dominate.
Um and and and we don't see too much competition on the horizon either.
And and why is that, right?
What w w what what is the big
what is the big why there?
Like where do we get s this sense that like the first the first mover wins?
I think it's two places.
One is that Filipinos really kind of pile into a brand as consumers.
They just when it works, it works and they w they love it and they'll just stick to it, right?
They they're they don't necessarily move away from that too often as a consumer.
But second is that investors investors will also pile into the same business, right?
I mean pick up coffee, for example, has most of the Philippine uh C V Cs in there and had families and
us.
So everybody kind of colla collaborates in that way as well.
So
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