Category Archives: Meituan

Alibaba

美团、阿里巴巴、滴滴、携程竞争激烈：为何中国各互联网巨头都试图在城市服务领域大显身手（第3部分，共4部分）

Posted on by

这是我参观美团点评北京总部后所得感想的第3部分。第1部分详述了我主要的感想。第2部分阐述了我所认为的人们对美团的错误看法。 “城市服务”是今年的热门话题。我们也看到中国的数字巨头们都在这一领域有大动作。

Meituan vs. Alibaba vs. Ctrip Is About 3 Big Questions (Pt 4 of 4)

Posted on by

Since visiting Meituan headquarters, I’ve written a quite a lot about the company (see Part 1, Part 2 and Part 3). And Meituan’s world is kind of fascinating right now. They have gone public. Awesome. Congratulations. A well-funded war has been launched against them by Ele.me (i.e., Alibaba) in food delivery. Ouch. Meituan and several […]

Alibaba

Meituan vs. Alibaba vs. Didi vs. Ctrip: Why China’s Internet Giants Are Colliding In Local Services (Pt 3 of 4)

Posted on by

This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]

消费者对于中国食品外卖巨头美团-大众点评的四种错误认识（第2部分，共4部分）

Posted on by

近期我参观了美团-大众点评位于北京的总部，我在第1部分总结了我了解到的3点。在这一部分（第2部分，共3部分），我将对一些我听到的关于美团的常见言论进行反驳。依我个人的浅见，很多人都存在认识误区。

4 Things People Are Getting Wrong About Meituan-Dianping, China’s Food Delivery Giant (Pt 2 of 4)

Posted on by

I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 4), I’m going to argue against some of the common statements I hear about Meituan. This is what I think, in my mostly humble opinion, a lot of people are getting wrong. […]

3 Things I Learned From My Visit to Meituan (Pt 1 of 4)

Posted on by

I recently got a call asking if I would like to come visit the Meituan-Dianping headquarters in Beijing – and I jumped at the chance. I had been watching Meituan for a long time but I had never really had great information on the company. But with my visit and now with their recent filings […]