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The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired
Introduction
Lilian lee is a columnist and thinker on all things china tech. We were catching up with their after our mayton episode, and realize there more to talk about here. Lilian is the author of the awesome chinese characteristics news letter. Is one of my favorite substacks that i subscribe to, and everybody should go check it out and subscribe to it as well.
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