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The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired
The Ali Baba vs Lilama
Lilian: I was befuddled to see that the ali baba backed matan and the ten cent backed dian ping, that when those two merged. And i'm scratching my head at the whole thing, like, how did ali baba get pushed off this cap table? Do you have any insight into why? Lilian: No one will really ever know the truth, so i don't just want to highli that ahead of time. This is all us just sitting in a room telling stories to ourselves. It's like the 19 nineties, sequoia versus cliner in the valley of clyder aren proed seqoa was like that.
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