Meituan

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 17, 2021 by Benedict Evans · said 15 times in 2 episodes since 2021 · across every show →

Mentions by year

brought up most by Lillian Li (9), Benedict Evans (6)

tap a year for its mentions
00811522021episodesmentions
0122021episodes it came up in
0041822021episodesmentions per episode
2021 15 mentions in 2 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Meituan, oldest first

Jan 17, 2021
Assertion Partly supported
Evans: Meituan and Ele.me daily orders dwarf Western delivery apps
“Meituan is doing about twenty-five million orders a day. E-L.me is doing about 10, fifteen million orders a day. Just Eat, Grubhub, those are doing like half a million.”
Benedict Evans Jan 17, 2021 ▶ 5:33 Two Europeans talk about China
Jun 29, 2021 negative
Assertion Supported
Li: Chinese platform fines targeted exclusive vendor lock-in agreements
“So if you're a supplier to Alibaba, you can't go on Pinduoduo or JD. They would sometimes make you sign an inclusive, exclusive agreement with them, which would be very, you know, anti-competitive in most parts of the world. But they've managed to sort of have…”
Lillian Li Jun 29, 2021 ▶ 43:12 Tech in china, from inside and outside
Jun 29, 2021 positive
Assertion Not checkable as stated
Li: Meituan Won China's Clone Wars by Localizing Fastest
“When Meituan first started and they started off in kind of group buying, they were the part of the Groupon clone wars, as it was called. There was, you know, Startups doing Groupon cloning, and then Meituan localized the fosters and went with a different strat…”
Lillian Li Jun 29, 2021 ▶ 21:22 Tech in china, from inside and outside
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