ACQ2 by Acquired

The Meituan Bear Case (with Lillian Li)

Apr 1, 2021

01:15:16

Creator website

Highlights

AI Chapters

Episode notes

Wechat

04:55

Is This a Shift for the Chinese Government?

02:06

Is It a Greenfield?

04:55

Introduction

2min

What Does a Creator Mean?

2min

Thee Withe Path Sa Runo, It's True.

6min

Is It a Greenfield?

5min

Community Group Buying - What's Going on in 20 20?

2min

Community Group Buying Is the New Area of Growth

3min

What's the Difference Between J D and Pindor Do?

3min

Community Group Buying Is a Big Battle Front in China Right?

2min

The Side Hustle of Delivering Grocery

2min

10.

Iss Daphne Growing by Leaps and Bounds?

3min

11.

Community Group Buying Is a Battle for the Future of Chinese Consumers

3min

12.

Is This a Shift for the Chinese Government?

2min

13.

What Are the Impacts of a Monopoly in China?

2min

14.

China Textt X - The Narrative of People

4min

15.

Tencent Is a Better Position to Create the Type of Innovation

4min

16.

Doin's a New Way to Think About Restaurants

2min

17.

Is That a Legitimate Challenge to Ma Toin?

5min

18.

What's Happening in China?

5min

19.

Wechat

5min

20.

Is There a Preference for Tenson Over Ali Baba as Your Big Strategic Investor?

3min

21.

The Ali Baba vs Lilama

3min

22.

The Ten Cent Team, Anes, Agocae

7min

When the internet’s top China tech analyst Lillian Li posted a great Twitter take (linked below) on our Meituan episode, we knew we had to try to get her on ACQ2 to tell us all more. What’s really going on with these platforms on the ground in China, what is the government’s role in all this, and why is Meituan’s outlook “rosy, but maybe not quite as rosy as we painted on the episode”? Thanks to the magic of the internet, a few Twitter DMs later and voila — not only do we have this awesome episode with her, but a new friend and collaborator on hopefully much more Western-China tech crossover content to come!

Sponsors: