We kick off Season 7 with a bang: Pinduoduo, the incredible five year-old Chinese mashup of "Costco and Disneyland" (as self-described in their IPO prospectus) which recently became the fastest company ever to pass $100B market capitalization. What makes PDD so special, and how were they able to enter a market that everyone considered "already won" and disrupt massive entrenched competitors Alibaba and JD.com? This story is chock-full of lessons that apply not only to China tech, but to high-growth company building and investing everywhere.
Sponsors:
WorkOS: https://bit.ly/workos25
Huntress: https://bit.ly/acqhuntress
Statsig: https://bit.ly/acquiredstatsig24
More Acquired!:
© Copyright 2015-2025 ACQ, LLC
Links:
Carve Outs
Sources:
