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![MikeLongTerm Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1280587925336530948.png) Mike [@MikeLongTerm](/creator/twitter/MikeLongTerm) on x 8600 followers
Created: 2025-07-26 15:29:26 UTC

Now that we are clear on $GRAB "Secret Sauce". What does it contribute to Grab Financial Performance since its public or early day. 

Grab cost of revenue significantly improved YoY, and became profitable started Q3 2024. Cost of revenue was the biggest problem for GRAB in its early day and even after it went Public. The stock price action went from $XXXXX to as low as $XXXX. And @AnthonyPY_Tan with the help of CFO @peter_oey kept pushing for the "secret sauce" and achieved significant operating leverage(credit to @fiscal_ai chart and @WebullGlobal chart). 

It isn't really that difficult to understand. Grab didn't see competition, it only focuses on customers, and that is why all the cheating and subsidized businesses are losing to $GRAB. Most noteable are VinGroup(XanhSm) and $Goto. $SE (Sea Ltd) is not a competition. I will also link the thread I talked about $SE, XanhSm, and Goto to avoid getting this threads too long.

![](https://pbs.twimg.com/media/GwyruznXkAAZX0Z.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949129944249872511/c:line.svg)

**Related Topics**
[$grab](/topic/$grab)

[Post Link](https://x.com/MikeLongTerm/status/1949129944249872511)