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Meituan
Acquired
The Scale of Revenue of Doordash
Zo is like the canonical pure sofware margin, incredible cash flow monster. And just the scale of matoin, like i think of zoom and dordash on opposite ends of the spectrum. Here's maitin that's doing six, seven x the scale of revenue of doordash, and more cas flow downs than zom. Yet there's so many dimensions of business model awesomeness that is accruing to them. I mean, one is like, they've squashed their competitors, so thy've pricing power. They've already paidor east for new customers that they're acquiring.
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