The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired
00:00
Navigating China's Tech Landscape
This chapter explores the intricate dynamics between Chinese tech companies and government regulation, particularly in light of past market disruptions. It examines the implications of mergers like Meituan and DiDi, alongside the challenges faced by major players such as Tencent and Alibaba amid evolving scrutiny. Additionally, it sheds light on consumer behavior shifts and the operational pressures impacting delivery workers in the industry.
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