Meituan

We dive into the history behind Meituan, the juggernaut Chinese
"super-app" which dominates China's services economy, offering
consumers everything from food delivery, restaurant reviews,
travel booking, bike-sharing, movie ticketing, and countless
other entertainment and lifestyle services all at the touch of a
button. Already China's 3rd largest tech company by market cap
(behind just Tencent and Alibaba), Meituan did $15 billion in net
revenue in FY2019 and continues to grow rapidly. What makes it so
special, and how were they able to become the market leader in
such a competitive space? This story is packed with lessons that
apply equally beyond China tech to high-growth company building
and investing everywhere. 





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The Meituan Playbook is available on our website at
https://www.acquired.fm/episodes/meituan





Links:


Meituan's English language walkthrough video:
https://www.youtube.com/watch?v=5wxgQVjDviQ

The Tech Buzz China podcast: https://www.techbuzzchina.com

GGV's Evolving for the Next Billion podcast:
https://nextbn.ggvc.com/podcasts/

Bernard Leong's Analyse Asia: https://analyse.asia



 Carve Outs:


Extraterrestrial:
 https://www.amazon.com/Extraterrestrial-First-Intelligent-Beyond-Earth-ebook/dp/B081TTY4NX/

John Luttig's newsletter: https://luttig.substack.com