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Lillian Li
lillianmli
10)So my main counter-point to the article is it drastically undersells how much competition Alibaba is facing and how few growth opportunities there are right now for it to credibly
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1) Let's talk about my reaction to @packyM's Alibaba longform. (Oh yeah, Substack deserves its own reaction genre). While I enjoy Packy work, I think this piece missed local context
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1) Let's talk about Tesla's China strategy. There's a few questions here - why did the Chinese government actively encourage them to set up in Shanghai? What's in it for
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1) Let's talk about something incredible unsexy but very important to understand any Chinese economic policies for the next few years: Dual Circulation. If you've heard this term thrown around
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1) Let’s talk about robots in every day Chinese life today. I got videos! Yes!First up is Unitree’s robotic canines, they are made from off the shelf components and can
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1) Let's talk about Pinduoduo and the backlash of China's 996 work culture today. An employee's death (apparently due to overwork) and PDD's apparent flippant response has riled up the
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1) Let's talk about a key part of the Chinese creator economy. The creator management and incubator agencies known as Multi-Channel Networks (MCN). We''ll summerise key lessons for the western
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1) Let's talk about Meituan and its founder Wang Xing. The poster child of the Copy-to-China model. They beat out 5000+ other companies to win the group buying wars and
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1) I get asked all the time whether a business model that is hot in China would work else where in the world.To which I answer - think about the
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1) My take on the big driver for Salesforce + Slack acquisition deal is that:Salesforce appreciates that people are loyal to their workflow interface. 2) This is a very
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1) After considering the Ant Group IPO halt for a while, this is my current perspective.The convo currently has reduced the way in which the IPO was halt to being
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1) Epic speech by Jack Ma before the IPO of Ant Groups, who started with 'I'm retired so..yolo'He touches upon the outdateness of current financial systems (Basel III) for the
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