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The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired
Is This a Shift for the Chinese Government?
In markets past, it doesn't seem like the government has stepped in to try and prevent te companies from growing quickly. Are they like, learning from we don't like the way it went before, or what's your view on that? i think not just the government but also the consumer is very weary about the play book. They've seen what happened last time matoin and dd did that for food delivery or taxi servers. And then once peopleon platform, an you can sort of exert a crazy influence over the consumers because they have no other options.
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