AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Are They Capable of Building the Next Act?
Pindo do has benefited much more than the users that j d ora or tawbou timal have added. They have taken meaningful share away from tawbo. The bet that you have to make is that they're going to, overtime, do a good of monotizing this. So far valuable, but not that valuable user base....
We kick off Season 7 with a bang: Pinduoduo, the incredible five year-old Chinese mashup of "Costco and Disneyland" (as self-described in their IPO prospectus) which recently became the fastest company ever to pass $100B market capitalization. What makes PDD so special, and how were they able to enter a market that everyone considered "already won" and disrupt massive entrenched competitors Alibaba and JD.com? This story is chock-full of lessons that apply not only to China tech, but to high-growth company building and investing everywhere.
Sponsors:
ServiceNow: https://bit.ly/acqsnaiagents
Huntress: https://bit.ly/acqhuntress
Vanta: https://bit.ly/acquiredvanta
More Acquired!:
© Copyright 2015-2024 ACQ, LLC
Links:
Carve Outs
Sources:
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode