Should Gojek prioritize expanding into new service categories or focus on improving existing core offerings?

Introduction

The trade-off we're examining today is whether Gojek should prioritize expanding into new service categories or focus on improving existing core offerings. This decision is crucial for Gojek's growth strategy and market positioning. I'll analyze this trade-off by considering the business context, user impact, technical feasibility, and resource allocation.

Step 1

Clarifying Questions (3 minutes)

• Context: I'm thinking about Gojek's current market position. Could you share insights on our market share in existing categories and potential growth in new ones?

Why it matters: Helps assess the potential impact of expansion vs. optimization Expected answer: Strong in ride-hailing and food delivery, emerging in fintech Impact on approach: High market share in core offerings might favor improvement focus

• Business Context: Based on our financial reports, I assume profitability is a key concern. How does this trade-off align with our current financial goals?

Why it matters: Balances growth ambitions with financial sustainability Expected answer: Seeking sustainable growth while improving unit economics Impact on approach: Might lean towards improving core offerings for better margins

• User Impact: Considering our user base, I'm curious about their satisfaction levels with existing services. Do we have recent NPS or CSAT data across our core offerings?

Why it matters: Identifies areas needing improvement in core services Expected answer: Varied satisfaction levels across different service categories Impact on approach: Low satisfaction in core offerings would prioritize improvement

• Technical: Given our current tech stack, how feasible is it to integrate new service categories compared to optimizing existing ones?

Why it matters: Assesses technical complexity and resource requirements Expected answer: Existing infrastructure can support both, but new categories require more development Impact on approach: Technical constraints might favor focusing on core offerings

• Resources: I'm thinking about our team structure. How are our product and engineering teams currently allocated between maintaining core services and exploring new categories?

Why it matters: Determines capacity for expansion vs. optimization Expected answer: Majority focused on core services, small team exploring new opportunities Impact on approach: Limited resources for new categories might favor core improvement