The Meituan Bear Case (with Lillian Li)

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:

• Quartr

Links:

• Lillian’s Chinese Characteristics substack: https://lillianli.substack.com
• Lillian’s original Twitter thread after the Meituan episode: https://twitter.com/lillianmli/status/1370327344704016384?s=21
• Our original Meituan episode: https://www.acquired.fm/episodes/meituan

What is ACQ2 by Acquired?

ACQ2 is Ben and David's conversations with expert founders and investors. Acquired the stories of great companies — and ACQ2 dives deeper into the lessons we can learn from them, often with the protagonists themselves.