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@the_zack_zhu Avatar @the_zack_zhu Zack Zhu

Zack Zhu posts on X about $se, china, $baba, business the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% countries XXXXX% technology brands XXXX% finance XXXX% social networks XXXX% currencies XXXX%

Social topic influence $se #6, china #2234, $baba #6, business #3775, meituan #16, $jd #5, food 13.83%, $pdd #2, $mpngy #3, shopee #107

Top accounts mentioned or mentioned by @metastate78 @rigbyvalue @kanye8210 @nataninvesting @admiralrisky @latticeinvestor @returnsjourney @researchsfl @leeleeks @gabgrowth @sooyes @aceboy8844 @financialbase8 @ruangwithv @baiming @sleepwelltrung @buddyandcurry @knightcharo @mattdberk @botstocks79262

Top assets mentioned Sea Limited (SE) Alibaba Group (BABA) Grab Holdings Limited Class A Ordinary Shares (GRAB) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) NuCypher (NU) Uber Technologies, Inc. (UBER) Metadium (META) Starbucks Corporation (SBUX) Duolingo, Inc. Class A Common Stock (DUOL) Dash (DASH) DoorDash, Inc. (DASH)

Top Social Posts

Top posts by engagements in the last XX hours

"My girlfriend just spot a $JD self-driving car shipping cargos on the street in the city center of Shenzhen The commercial moment of self driving cars shipping cargos have already come to China - J&T Express had already deployed 600+ of self driving in the end of 25Q2 and is expected to deploy more than 3000 cars by year ended. $JD have announced to purchase X Million self-driving cars and 100K drones in the next X years. - In China there are a total of 1800 self driving cars in XX province and XX cities in the end of 25H1"
X Link 2025-12-03T07:22Z XXX followers, 3140 engagements

"The cost of TSMC severs is mid to low single digits of NV revenue. Its a rather small parts of the cost. We also import a lot of raw materials from other countries we got trade deficit in multiple countries. The transmit of profits and dividend to foreign countries is about X% of the GDP. The X% number doesnt counts the money that stay in Taiwan. I think the trade surpass has a decent portion that is contribute by the profits made by US companies. ( most of the U.S. semi related companies do have factories in Taiwan)"
X Link 2025-12-10T07:01Z XXX followers, XXX engagements

"$BABA $JD $MPNGY China's eCommerce is so strong that the nascent physical business feels like a whole failure. Buying physical goods feels like an idiot when you can get cheaper daily used product online and send to you within XX mins"
X Link 2025-11-06T08:19Z XXX followers, XXX engagements

"It's even feels more stupid to buy clothes or other things when $BABA or $JD or $PDD can provide it within half of the price + unlimited free shipping. Things can also be send to you in 48hours and enjoy hassle free return"
X Link 2025-11-06T08:22Z XXX followers, XXX engagements

"$MPNGY $PDD Meituan is one of the biggest beneficiary in China's struggling economy. Meituan delivery cost will went down a lot when the unemployment rate got higher. Meituan deals become more appealing when the resturants businesses looking for extra revenue. Meituan in China is a true (L2) aggregator in @benthompson's words"
X Link 2025-11-08T05:27Z XXX followers, XXX engagements

"Scams are legal if the law say so. - I like Luckin Coffee $LKNCY more than other Chinese Chain stores because most of their stores are self-owned. They are liable for their own profit and loss. It so different than most of the shitting Chinese Chain Stores out there that continuing calling themselves "supply chain companies". Although they do provide great value to customer. But the fact that nearly all of the franchise owners never make money makes it a pure scam. - Another interesting thing of Chinese physical store experience is that the stores are commercialized way too fast. It feels"
X Link 2025-11-18T08:02Z XXX followers, XXX engagements

"@RigbyValue Sorry I missed the reply. No I dont think its differentiate. Its subsidies also doesnt feel higher also. Its feel it is not exist right now seldom seeing JD food delivery guy ( although a do see JD logistics workers)"
X Link 2025-11-26T23:54Z XXX followers, XX engagements

"Looking at the $MELI tweets I feel like I live in a parallel universe. I opened a question. Share the strengthen and weakness of the company business wise. Then I started to be hated. It's a fact that $SE in Brazil is growing way faster than $MELI Brazil and already surpass $MELI in parcel volume or active users in about X years of operation. And of course I know that $MELI model works well or it won't be a company that worth 100B dollars. The Amazon model also works really well in most part of the world. But it doesn't diminished the fact that it do have some weakness that competitors like"
X Link 2025-11-27T09:21Z XXX followers, 16.7K engagements

"@ResearchSfl @felii_martiinez Nope if you are not familiar with network effect please search it. In network effect businesses the top player will got extreme high advantages"
X Link 2025-12-01T12:47Z XXX followers, XX engagements

"@RuangwithV @lee_leeks I think Tencent's kids are always fighting each other. I think the real problem for $JD is that $JD used to be the top X choice when need fast delivery. But for now people will just used Meituan instead. At least this is what happened to me"
X Link 2025-12-01T15:03Z XXX followers, XXX engagements

"I think going to XX% in X years I think probably not. But think about the next X years Or XX years. I think after the war settle down. I guess there will have one big player left that have structural advantages and the second players isn't willing to bleed anymore. I think than the biggest player will started to be happily extremely profitable again. I think now Meituan is indeed facing an asymmetric but this is not the first time Meituan having full scale war with $BABA. Last time they magically succeed So I'm not that sure $BABA this time will win or not"
X Link 2025-12-01T15:14Z XXX followers, XX engagements

"@ResearchSfl Thank you very much happy that you find it helpful"
X Link 2025-12-02T14:57Z XXX followers, XX engagements

"@AdmiralRisky @baiming_ I just realized that $DADA about deliver about 7M orders per day in average The scale is very small compare to other two players"
X Link 2025-12-03T09:56Z XXX followers, XX engagements

"Why is $BIDU about X% of $GOOG market cap - The reason is that China isn't a web-base open environment it's a close-source app environment. Web reliance search engine can't really work without the web pages. This is also why doing research in China is very hard. - This year I have stayed in China for about four months. I stay there so long mainly because the internet environment is so interesting it's like a parallel universe. Everything works but often times in a different way that is hard to imagine without really being here. Although I still way prefer the way outside China but there is"
X Link 2025-12-07T11:14Z XXX followers, 3700 engagements

"@SleepWellTrung I don't actually hold any stocks right now including $SE but there are a lot of companies I'm interested in"
X Link 2025-12-08T07:55Z XXX followers, XXX engagements

"@buddyandcurry Yeah but being a retailer now in China is a hard business 😢 $JD always feels like more and more concentrated towards a platform model"
X Link 2025-12-10T01:20Z XXX followers, XXX engagements

"Just in: $SE Shopee Taiwan has been inform by the closest 3PL partners that they are going to terminate the partnership started in 2026.01.01 This logistics player is OK Mart - the smallest of all convenience store type logistics in Taiwan although it was the only partner left in " Shopee Free Shipping Program" It will drastically impact $SE ability to provide free shipping since it will impact XX% of $SE Shipping capability if only consider the store count. This will give more pressure on the already capacity limited SPX network. SPX will definitely increase the speed to build up even more"
X Link 2025-11-29T01:17Z XXX followers, 2488 engagements

"I think for $SE it is the top emergency to drive up the collaboration with other traffic sites. And thankfully TikTok is only one of the X big traffic sites. I believe if $SE drive enough resources in this area Shopee can easily maintain 50%+ of the market share"
X Link 2025-12-01T06:53Z XXX followers, 1022 engagements

"I think the rest of the world except SEA has developed the e-commerce model of China. I think thats a big chance for $PDD The margins will be much higher than China per GMV I didnt hold $PDD shares but looking it closely to re-enter I think it still takes some time for transformation and the current accounting issue wont favor $PDD)"
X Link 2025-12-02T13:06Z XXX followers, XXX engagements

"Food Delivery or Quick Commerce in China & SEA has so many interesting difference. $GRAB $SE - Every time I dive into a new industry it's always a lot more interesting than I expected without exceptions. And there will always be so much innovation and non-efficient factors that needed to be solve. But think every industries are build by thousands and thousands of extremely talented people. How can it not be interesting - I have so many industries in my backlog Hotel / OTA industries is one of them. Oh god it's so interesting"
X Link 2025-12-02T16:11Z XXX followers, XXX engagements

"@knightcharo $SE Shopee food is really late to the game they started in 2021 and didnt put in much resources. So the selection and the delivery quality is definitely worse. Vietnam Shopee food is an exception they acquired it"
X Link 2025-12-04T15:16Z XXX followers, XXX engagements

"@kanye8210 I didnt hold $SE right now. I think its hard to give a valuation for a good business that is growing fast and will have durable growth"
X Link 2025-12-04T15:18Z XXX followers, XXX engagements

"People in U.S. is in general pretty rich. There will be different dynamics in $GRAB - Ride hailing is not something popular in rural areas people cant even call a grab there ( I have been in those places calling a grab is a nightmare no drivers my friend) everyone got there own scooters - in poor countries people dont even dine outside let alone call super expensive food delivery. The average cost of a dinner will cost something like X hours+ of salary. So in the table you can see that Singapore although with rather low gdp size its actually a super important $GRAB market"
X Link 2025-12-04T15:42Z XXX followers, XXX engagements

"All in all $GRAB is not a necessary but $SE actually is for most of the population. All the population is willing to download grab but they dont have the use case. The interesting thing in Indonesia is that there are tons of communities that are dominant by $SE Shopee food riders but the cities are still fulled with $GRAB riders. similar things can be also seen in different countries the target audience of two platforms is a bit different. Shopee food is serving the ones that $GRAB cant reach"
X Link 2025-12-04T15:46Z XXX followers, XXX engagements

"$BABA $PDD $JD $SE The information gap of Chinese companies between Chinese and English media are way too big. Too little people are fluent in both languages and environments. Its a huge opportunity for me. - Follow me for more"
X Link 2025-12-05T14:12Z XXX followers, 1268 engagements

"@JustinSherfield The age gap of two companies is also pretty huge. $SE is ten years old and $MELI is about XX years old. Young companies are always less mature and have more violence in mind"
X Link 2025-12-07T12:53Z XXX followers, XXX engagements

"@Metastate78 Is there a particular reason"
X Link 2025-12-08T03:10Z XXX followers, XX engagements

"What I learn in investing industry is that most people including professional fund manager don't really looking at fundamentals. It takes a talented person to be in an industry for years to know the in and outs of the industry. But fund managers usually only got less than two weeks to know about a company. Most people are just chasing the bandwagon. But stock prices sure do make me worried of my thesis.😭"
X Link 2025-12-09T02:30Z XXX followers, 3709 engagements

"I'm extremely look forward to see $JD $BABA Meituan Earnings simply because I want to know how much money they spend on Food Delivery. And how long I can still get my cheap Chagee $CHA"
X Link 2025-11-12T03:06Z XXX followers, XXX engagements

"$CHA Little did people know China's Bubble Tea Shop has a different value proposition compare to Taiwan -- the birthplace of bubble Tea. In China Bubble is more of a desert bubble tea in China has lots of "food" or "fruits" inside. In Taiwan Bubble tea is more like a Daily thing most people drink it in a pure tea way and it's much cheaper. That's why $CHA is so appealing to me. Chagee focus on the pure favor of the tea not too much of the fillings. Hey Tea is my favorite desert like tea BTW"
X Link 2025-11-12T03:15Z XXX followers, XXX engagements

"According to Chinese Media Report. Food delivery has burn through 14B in the past two quarters. Now in 2025.11. $BABA & Meituan $MPNGY got a close order volume but the GMV market share is about 6:4. $BABA unit economics has improve a lot in the past quarter the loss per order has been cute in half but there is still a X yuan of difference in unit economics between two platforms. - The yellow long is Meituan the Blue line is $BABA. Both got about 75M orders a day. Before the delivery war Meituan got about 70M orders per day and $BABA got less than 25M orders a day"
X Link 2025-11-29T13:49Z XXX followers, 9350 engagements

"$SE $MELI $NU The problem of financial services is that it's a highly commoditized product. A company can only compete on basic pricing. When the product is commoditized the most important part of the business is actually distribution (brand image). How profitable a business can be depends on cost of operation + the distribution cost. That's where digital banking + eCommerce platforms in developing countries got advantages. eCommerce platforms loan product grow like weed for a reason - I think it's the unprofitable SaaS industries makes investor got the imagine that software got high"
X Link 2025-12-04T03:57Z XXX followers, 2082 engagements

"I personally think $CHA Chagee is an underrated competitor of Starbucks $SBUX in China. I like the their tables and workplaces if there are no tables. I would basically just go to a nearby Starbucks to do research. Even if it's the same price I will still choose $CHA simply because the tables & lights is much suitable to work. It's the new "third-place". - A side note I personally think Starbucks $SBUX in U.S. is really like Luckin Coffee in China. The value proposition is very similar. But one is born in the internet era and one is not. I believe Luckin Coffee will have a relatively hard"
X Link 2025-12-04T10:23Z XXX followers, 1231 engagements

"The take away from $SE logistics should be: WOW eCommerce is really a high margin software business and happens to be temporary diluted by immature logistics environment. And Shopee's logistics moat is huge. There is so much potential of $SE profitability that are untapped. - $BABA & $PDD don't need to provide logistics subsidy and both of them got an EBITDA of 50%+ in the marketplace $SE got the same potential Will write a much detail post on Substack analyzing eCommerce cost structure in the future"
X Link 2025-12-11T04:36Z XXX followers, 3324 engagements

"To rehash my old post on eCommerce Take Rates. $SE take rate got the potential of more than double. It's seems to be crazy to think this way feels like @alc2022 but I think this is the right way to think"
X Link 2025-12-11T05:05Z XXX followers, XXX engagements

"@lee_leeks From my todayss order. I think in general $CHA tea quality is all pretty good. (is my personally favorite. I probably drink it nearly one or two times a day in the past 20+ days"
X Link 2025-11-18T01:49Z XXX followers, XXX engagements

"Wow on $BILI Bilibili (China's YouTube) Duolingo $DUOL related video got millions and millions of views. And Collaboration with Luckin Coffee is definitely a phenomenal success in China I already saw a few videos featuring this subject. The co-branded products also looks so so cute -- I got the sense that IP collaboration has gone to a new era. $SE Free Fire collaboration with NARUTO alone driven a few hundred million of sales for Free Fire and it's pure gross profit IP collaboration in this era feels more and more like a way of a "excuse" to create new content for more internet traffic and"
X Link 2025-11-18T07:02Z XXX followers, XXX engagements

"@lee_leeks Yeah At least I'm pretty happy as a consumer. ( Slipping my daily dose of Chagee $CHA)"
X Link 2025-11-26T06:25Z XXX followers, XXX engagements

"My followers more than doubled in less than X weeks. Its much better than my expectations. Thank you guys very much I really appreciate you guys reading my lengthy tweets Hope my tweets can be even more helpful in the future. Thank you 😊"
X Link 2025-12-02T04:00Z XXX followers, 4149 engagements

"$SE Shopee Food might be a huge plus for $GRAB Food Business for now. Despite it's a huge risk in the long term. - For more affluent and more frequent users $GRAB probably got the majority of the pie. $SE got an huge advantages on the active users especially after they integrated Shopee Food into the Shopee products. - $GRAB active users is about X% of SEA population $SE got 50%+ of population as active user. $SE is aiming the population that $GRAB hasn't cover yet. Although I believe $GRAB delivery product is still a lot better than Shopee Food. So actually I think when $SE Shopee Food users"
X Link 2025-12-04T02:44Z XXX followers, 3443 engagements

"I'm going to interview some Meituan $MPNGY $BABA delivery worker what should I ask Any recommendations"
X Link 2025-12-04T08:56Z XXX followers, XXX engagements

"Interesting I just ordered two cheap Chagee from Meituan this morning. I still feel the new coupon I received is pretty good. (a few days ago there is a few days the coupons is really bad) I personally hope they wont change before I leave China😆😆😆😆( which is another two weeks)"
X Link 2025-12-05T01:30Z XXX followers, XXX engagements

"@SooYes You are going to write an analysis on $CHA"
X Link 2025-12-05T05:30Z XXX followers, XXX engagements

"Im an investor that always hold less than X stocks. For a period of time $SE is more than XXX% of my portfolio. I do got the confidence that Im more familiar with e-commerce than XX% of the investors in the world. I always do super deep search on companies. Its gives me the confidence of holding. I think its really good to diversify but diversify into something with less certainty will only make risk higher. And investment idea returns are not linear. Often times the best idea contribute more than the rest investment combined"
X Link 2025-12-07T15:43Z XXX followers, 20K engagements

"(Sipping my wonderful morning Chagee $CHA right now)"
X Link 2025-11-12T03:07Z XXX followers, XXX engagements

"A guide of Pinduoduo $PDD bad growth and earnings. $PDD are facing two business transforming both in and outside China. To make matters worst there is also policy headwinds in and outside China makes things even more difficult. Let me elaborate. - In China $PDD find out serving low quality product will only take them so far. High quality sellers prefer $BABA and $JD a lot more. It's nearly impossible to get the same supply without doing any transformation. The transformation started in 2024H2 they decided to treat their seller that sell high quality goods better and reduce the reliance on low"
X Link 2025-11-20T02:30Z XXX followers, 12.4K engagements

"The bear case of $GRAB: There are a lot of people haven't use $GRAB competitors like $SE might use another innovative way to capture the usage. The bull case of $GRAB: There are a lot of people haven't use $GRAB there are so much room to grow"
X Link 2025-12-07T11:36Z XXX followers, 2226 engagements

"Do you know in $SE logistics cost is over XX% of Shopee marketplace revenue Shopee is still losing 30%+ of marketplace revenue on logistics subsidy. - If we map J&T cost of deliver per package with Shopee orders we would get a scary number before 2022 delivery cost is over XXX% of Shopee's revenue. Now with dramatic increase in unit economics it's still in the range of 50%+ of revenue. The loss on VAS ( Value add services mainly logistics) is still in the range of 30%+ of marketplace revenue. Below is the graph of J&T express revenue & cost per package and the loss calculation of Shopee -"
X Link 2025-12-10T04:17Z XXX followers, 8962 engagements

"Some details on national subsidy program in China. Why does it benefit $JD $BABA but not $PDD - The national subsidy program focus on electronics $JD benefit the most because of it's sale mixed is very skewed towards electronics. $PDD is the one that got harm because $PDD merchants doesn't got the compliance ability. Let me elaborate National subsidy program although it's a "national" program but it's actually a collaboration between central provincial and city government. Every province or city have different regulation and approval process some is easy some is hard. Since it's a subsidy"
X Link 2025-12-12T13:03Z XXX followers, 2346 engagements

"The Meituan $MPNGY delivery business is extremely profitable. Unlike $DASH $UBER is still rather early in their monetization curve. Meituan business has already have a XX% operating margin and still growing. If $BABA have not restarted the war. It's will be a business with monopoly profits. In past three years while $BABA is not profitable Meituan unit economics are - 2022: XXXX (yuan per order) - 2023: XXX - 2024: XXX It's a really good business The XXXX yuan figure already amortized all the operating expense. With more than 70M orders a day it's a 100M yuan per day or 36.5B yuan (5B USD)"
X Link 2025-12-01T04:20Z XXX followers, 3027 engagements

"I will tweet another post later. But in China for instant delivery for non-food orders Meituan is still very very ahead compare to $BABA Meituan have invested in this area a lot early. The selection and pricing are currently both a lot better than $BABA. ( instant retail is still a really small portion of the overall quick commerce business)"
X Link 2025-12-01T05:38Z XXX followers, XXX engagements

"@AdmiralRisky @baiming_ DoorDash scale is really small in China's size. Meituan scale is about 75M orders per day"
X Link 2025-12-04T00:51Z XXX followers, XXX engagements

"The growth of $SE Loan products are incredible. - In 25Q3 active users has hit 34M up XX% yoy up 120%+ in two years - Loan outstanding has hit 7.9B up XX% yoy up 190%+ in two years - Average loan size* is up XX% and up 30%+ in the past two years. - The charge off rate* has gone down from XXX% to XXX% in past two years. (The table is the loan outstanding & active users in the past two years) -- *Charge off rate is calculate by charge off in the current quarter divide by the loan receivable last quarter. * Loan size is calculate by the loan outstanding divided by active users. Another Note:"
X Link 2025-12-04T02:19Z XXX followers, 6203 engagements

"Why does $SE $MELI $NU credit product grow like crazy but not Amazon's It's because most people will only got a handful of credit providers in their life. eCommerce in developing countries got an believable chance to be the first few ones. Being the credit layer of a person is arguably even more valuable than being an eCommerce provider"
X Link 2025-12-04T04:55Z XXX followers, 1364 engagements

"Do you know a decent portion of $SE Shopee Loans will default - Shopee $SE non-performing loans over XX days had stabilized between XXX% in 25Q3 But the dirty secret is that 25Q3 charge off is 267M implying more than XXX% of the loans default in the quarter. In 2025Q3 non-performing loans over XX days is XXX% it means in the end of 25Q3 there are XXX% of the loans are past due on interest or principle over XX days. But if the default loans are already been charge off the numbers won't be include in the 1.1%. - Provision of the credit loss is historically 32%46% of Monee's revenue. If consider"
X Link 2025-12-04T11:01Z XXX followers, 2759 engagements

"How much did $PDD grow this year Is it losing market share to $JD $BABA How much is TEMU burning Is TEMU a dead business - According to Chinese Media report $PDD in and outside China is expected to hit 840B and 90B in GMV respectively. With multiple headwinds $PDD In-China "main platform" has continue to grow 15%20% in GMV growing faster than $JD & $BABA but slower than Douyin's XX% growth. $PDD Community Group Buying business thanks to Meituan has been growing more than 60%. With Meituan leaving the business $PDD has become the only player in town. - TEMU is also performing quite well"
X Link 2025-12-06T02:41Z XXX followers, 4783 engagements

"What the difference between $BABA AMAP compare to Google Maps What's is AMAP good and bad at Before getting deep first some quick thoughts"
X Link 2025-12-07T08:50Z XXX followers, XXX engagements

"See from the media seems like $BABA are planning for another war next spring for the next few months they are going to focusing on optimizing there supply chain. I think there are still a lot of road for $BABA to go the GMV market share are still pretty far away from Meituan. I wish it can last longer than I can got a lot of cheap drinks😆😆😆"
X Link 2025-12-08T15:30Z XXX followers, XXX engagements

"@mattdberk I didnt hold $SE right now. When it was 4x it was more than XXX% of my portfolio"
X Link 2025-12-09T23:46Z XXX followers, XXX engagements

"@ReturnsJourney I think the chart got $JD s GMV wrong. $JD GMV is about 600B in USD. Chinas eCommerce is super competitive the take rate is super low"
X Link 2025-12-10T12:53Z XXX followers, XXX engagements

"@ReturnsJourney Your welcome $JD started from B2C but recent years more and more focus on become a platform"
X Link 2025-12-10T16:32Z XXX followers, XXX engagements

"Not that high its only about 5X% there is some interesting thing about GMV data. When Chinese platforms including $SE GMV include the orders that been cancel without sending and returns. So in China there are about XX% of GMV is basically fake. But B2C e-commerce revenue will only record the successful GMV"
X Link 2025-12-10T17:01Z XXX followers, XXX engagements

"@RigbyValue @ReturnsJourney Youre welcome. In China third party marketplace is basically been proven to be better in most categories $JD is climbing this path"
X Link 2025-12-10T17:10Z XXX followers, XXX engagements

"@BotStocks79262 @Metastate78 I only use dianping for reviews for info I still use Meituan apps itself( although its the same company but the info and review are separate and group coupons are not always the same) I personal used AMAP for navigation"
X Link 2025-12-04T12:24Z XXX followers, XX engagements

"@Andy__KH Do you think the margin will still be bad after XX years"
X Link 2025-12-08T13:26Z XXX followers, XX engagements

"Meituan & $BABA's delivery war is interesting the situation of Meituan is really bad. Meituan doesn't got enough cash to sustain this war for too long. - In Q3 Meituan loss about 2.3B in the quarter. Meituan loss about 2.8B alone in Food Delivery with the origin profits include cost of the war is about 4.2B. Compare to $BABA loss 4.9B. Meituan with advantages in cost structure Meituan loss is still XX% of $BABA. In Q3 $BABA loss per order is about 2.1x of Meituan. But unlike Meituan food delivery is it's life blood $BABA still got a lot of cash and money to spare from it's eCommerce business."
X Link 2025-11-29T02:40Z XXX followers, 8310 engagements

"Meituan $MPNGY do have a huge moat the network effect of the business is really strong. The problem is that $BABA pour way too much money on the delivery war. For context $BABA loss X BILLION on food delivery in 25Q3 the total funding amount of $UBER before IPO is 13B and they spend on both rail hailing and food delivery. It's like $BABA pour in the whole funding amount of $UBER eats before IPO in a single quarter. If someone give $LYFT X Billion a quarter to burn they can and will take away a huge amount of market share from $UBER. The real problem of Meituan is that they are facing a"
X Link 2025-11-29T13:20Z XXX followers, 8505 engagements

"How big is Meituan's $MPNGY delivery moat - In 25Q3 Meituan estimate loss about 2.8B compare to $BABA 4.9B. There is about X Billion difference in the cost structure. In Q3 with similar order volume $BABA per order loss is still 2.1x of Meituan's. The cost structure gap will definitely close after $BABA put in more efforts in managing the cost structure and climb up the AOV (Average Order Value) curve. But still Meituan's moat is still super strong I guess it will take "at least" a few more quarters of huge loss to really pull into similar levels of unit economics. - According to Chinese"
X Link 2025-12-01T11:00Z XXX followers, 2214 engagements

"The AI moat thing is too earlier to say companies are surpassing each other. $PDD is actually consider the one with the best algorithm and tech in general in all the whole eCommerce world in China. The founder and current CEO is an AI researcher before founding the company that's also one of the reason $PDD app is a lot smoother than $BABA Taobao and people spend more time on it"
X Link 2025-12-12T13:56Z XXX followers, XXX engagements