Pinduoduo: Together, More Bull, More Bear, More Fun

<p>Pinduoduo is the fastest company in history to reach both $5 billion in revenue and a $100 billion market cap. The Chinese ecommerce platform, famous for popularizing the team buying and consumer-to-manufacturer (C2M) model, was the talk of the town last summer, and it's had an even more fascinating intervening 12 months. I teamed up with <a href="https://twitter.com/lillianmli">Lillian Li</a> of <a href="https://lillianli.substack.com/">Chinese Characteristics</a> to go deep, and give the bull and bear cases, including:</p> <ul> <li><strong>A Brief History of Pinduoduo</strong></li> <li><strong>What Does Pinduoduo Do?</strong></li> <li><strong>Can PDD’s Model Work in the West?</strong></li> <li><strong>Recent Developments: Leadership, Grocery, Agriculture, and Payments</strong></li> <li><strong>The PDD Bull Case -- Packy</strong></li> <li><strong>The PDD Bear Case -- Lillian</strong></li> <li><strong>Beyond Pinduoduo<br> </strong> </li> </ul> <p>You can <a href="https://www.notboring.co/p/together-more-bull-more-bear-more">read the full piece at Not Boring</a>.</p> --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

"Age of Miracles" · Packy McCormick | Turpentine