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▶ 15:02 · Gaming Industry · Free Fire evolving into AI-powered social platform beyond gaming
episode briefing
In Good Company with Nicolai Tangen

Forrest Li - CEO of Sea | Podcast | In Good Company | Norges Bank Investment Management

2025-10-15 · 1 company · 4 thematic
sentiment
1 bull0 bear0 neu
speakers
forrest li

Forrest Li founded Sea (originally Garena) in 2009, building it into Southeast Asia's largest tech company spanning gaming (Garena/Free Fire), e-commerce (Shopee), and fintech (SeaMoney). He holds a Stanford MBA and previously worked at a venture capital firm.

now playing · Gaming Industry
E-commerce Logistics as Competitive Moat in Emerging Marketstailwindscore 8/10forrest li
Proprietary logistics and address systems key to beating global rivals in Southeast Asia
Sea built its own logistics network and address database from scratch to solve Southeast Asia's fragmented geography, incomplete addressing, and poor road infrastructure — a capital-efficie…
AI Applicationstailwindscore 8/10forrest li
Sea deploys AI at scale across customer service, game development, and internal productivity
Sea has achieved 80% of millions of daily customer inquiries handled by AI chatbots with satisfaction rates on par with humans, uses AI to generate game assets and code boosting designer pr…
Gaming Industrytailwindscore 7/10forrest li
Free Fire evolving into AI-powered social platform beyond gaming
Free Fire's 100M+ daily users make it a platform where Sea rapidly integrates social trends (e.g., viral hippo character in two weeks) and is deploying AI-driven NPCs that chat, joke, and g…
Fintechtailwindscore 7/10forrest li
Shopee's buy-now-pay-later becomes SEA's largest digital consumer lender with $7B book
Sea's fintech arm Money emerged from solving payment friction in gaming and e-commerce, and its BNPL product filled a critical credit gap in markets with low credit card penetration — growi…