Didi Chuxing
7 statements across 5 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 17, 2026 by Andrew Macdonald (Mac) · said 4 times in 1 episodes since 2026 · across every show →
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brought up most by Andrew Macdonald (Mac) (4)
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Everything said about Didi Chuxing, oldest first
Aug 17, 2026 neutral
Didi-Kuaidi Merger Revealed 200 Employees Secretly on Both Payrolls Simultaneously
“When Uber and Didi did our deal we were the two largest players, but before there was a third player, I think it was called Quaddi, and Didi and Quaddi merged and they sort of merged the companies, they did a deal, you're combining HR systems, and they realize…”
Aug 17, 2026 bearish
Macdonald: A US Tech Company Winning Chinese Mobility Was Geopolitically Implausible
“I don't think it was plausible that we were ultimately going to be the market winner. I mean, even for geopolitical reasons alone, like the notion that a U S tech company would ultimately be the largest mobility service in China. I just don't think it's someth…”
Aug 17, 2026 neutral
Uber Burned $52 Million Weekly on Subsidies Before Exiting China
“I remember the last few weeks in the negotiation, we were burning fifty two million a week in China, just on price subsidies, because there was this heated behind the scenes battle happening
To get to the best economics and the ultimate sort of surrender or u…”