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Pinduoduo
Acquired
The Supply Side of PDD vs Jd and Ali Baba
i don't know enough about the supply side of these platforms, these commerse platforms in china to say. But i think they might have been able to also build a network on the other side that's defensible of suppliers. The thing that they 're experiencing now is diminishing marginal returns. And this is something that i hadn't fully wrapped my head around until recently. I aways thought will overtime, as you build brand, customers would get cheaper to acquire. Yes, ys, a hundred per cent....
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