The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired1 Huhti 2021

The Meituan Bear Case (with Lillian Li)

When the internet’s top China tech analyst Lillian Li posted a great Twitter take (linked below) on our Meituan episode, we knew we had to try to get her on ACQ2 to tell us all more. What’s really going on with these platforms on the ground in China, what is the government’s role in all this, and why is Meituan’s outlook “rosy, but maybe not quite as rosy as we painted on the episode”? Thanks to the magic of the internet, a few Twitter DMs later and voila — not only do we have this awesome episode with her, but a new friend and collaborator on hopefully much more Western-China tech crossover content to come!

Sponsors:

Links:

Jaksot(112)

TradFi vs. Crypto, Explaining BNPL, and What's Next in Fintech (with Bain Capital Ventures' Christina Melas-Kyriazi)

TradFi vs. Crypto, Explaining BNPL, and What's Next in Fintech (with Bain Capital Ventures' Christina Melas-Kyriazi)

We sit down with Bain Capital Ventures' newest fintech Partner Christina Melas-Kyriazi to talk about everything happening right now in fintech, and the experience of helping build Affirm and the BNPL ...

10 Maalis 202254min

Ben and David on "Capital Allocators"

Ben and David on "Capital Allocators"

In late 2021, Ben and David were guests on Ted Seides' podcast, "Capital Allocators". The episode kicked off Ted's "Venture is Eating the Investment World" mini-series. From Ted:David Rosenthal and Be...

18 Helmi 20221h 7min

10-K Diver: Building a Top Fintwit Account and Teaching Finance Principles to Everyone (Pseudonymously!)

10-K Diver: Building a Top Fintwit Account and Teaching Finance Principles to Everyone (Pseudonymously!)

Get a cup of coffee. We sit down with the voice of one of our favorite Twitter accounts, 10-K Diver, to talk about his journey building one of the most widely followed (and respected!) fintwit account...

17 Helmi 20221h 8min

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market ...

4 Helmi 20221h 13min

Race Capital, Crypto Investing, and FTX + Solana’s Early Days

Race Capital, Crypto Investing, and FTX + Solana’s Early Days

It has been dubbed "one of the best venture investments of all time" by Packy McCormick, generating over a 4000X return in 3-and-a-half years. Today, we are talking with Chris McCann and Edith Yeung, ...

27 Tammi 20221h 33min

Italic & a New Era of Online Retail

Italic & a New Era of Online Retail

We sit down with Jeremy Cai, the CEO of new retail pioneer Italic, for a fascinating discussion of how they're upending the traditional manufacturer-brand-retailer model by taking the opposite approac...

6 Tammi 20221h 11min

2021 Recap: Acquired x Not Boring x The Generalist

2021 Recap: Acquired x Not Boring x The Generalist

Originally broadcast live on New Years Eve: we raise a glass (of coffee haha) and recap 2021 with our besties Mario Gabriele from the Generalist and Packy McCormick from Not Boring. Thank you for maki...

2 Tammi 20221h 45min

Mission-Driven Founders, Global Investing, and Canva (with Wesley Chan)

Mission-Driven Founders, Global Investing, and Canva (with Wesley Chan)

Last month, Ben sat down with Wesley Chan at Web Summit for a quick, 18-minute interview. The conversation was supposed to be about global investing in 2021 as an early-stage VC, but the conversation ...

30 Joulu 202120min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-sisalto-kuntoon
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
herrasmieshakkerit
sijoituspodi
rss-karon-grilli
leadcast
asuntoasiaa-paivakirjat
rss-lahtijat
rss-startup-ministerio
rss-paasipodi
rss-yrittajan-mindset
rss-draivi
pomojen-suusta
rss-valaistumisia-tyoelamasta