Jianggan Li

speaker

871 appearances 4 recordings 1 series first heard Sep 2025 last heard 6 Sep

Jianggan Li’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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I want to say smarter ones, but there are a few which said, okay, let's tackle international markets, right?

I mean, PDD launched Temu, which is now in like 80 plus countries.

And TikTok also focused a lot of their e-commerce efforts outside China.

And Meituan is now trying to enter Brazil after Saudi Arabia.

But domestically, you still see people trying to find a growth avenue.

One key driver this time around was Meituan saying that, hey, we have built this instant fulfillment network, right?

Whatever you order, food, drinks and stuff, we can deliver to you in 30 minutes.

And we can use this network to sell goods.

So the year set I'm wearing now, I bought it on Meituan, right?

Historically, when you try to buy something premium and you will go to JD because it's same day delivery, next day delivery.

But when somebody else says the same price, but you get it in 30 to 40 minutes.

So the calculations are very different.

And obviously, since Midtown was going aggressively into instant retail of e-commerce goods,

JD felt threatened.

And that's probably why they entered for delivery to defend the mindshare, right?

Because historically they've been telling customers, we are fast, we are premium.

But now you have somebody else who is delivering even faster and you want to make sure that the consumers don't switch.

But somehow that triggered everybody jumping and saying that, hey, we feel threatened as well.

And we need to make sure that we are in the space.

And then, I don't know, once it started, it's hard to stop.

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