Meituan's downfall is set, Taobao's reign returns!
- Taobao took first place by year-end, Meituan's momentum is gone - Meituan's reviews are being overwhelmed by Amap's street view rankings - When it comes to food delivery expansion, Meituan will face the most pressure - Meituan has no AI, no large models besides food delivery, no new narrative anymore
Summary: - Food delivery business has no barriers whatsoever - Meituan's downfall is inevitable
Meituan's downfall is set, Taobao's reign returns!
- Taobao took first place by year-end, Meituan's momentum is gone
- Meituan's reviews are being overwhelmed by Amap's street view rankings
- When it comes to food delivery expansion, Meituan will face the most pressure
- Meituan has no AI, no large models besides food delivery, no new narrative anymore
Summary:
- Food delivery business has no barriers whatsoever
- Meituan's downfall is inevitable