Speaker unverified: uncertainty

Transcript context

…These are like the previous discussion about advertising and not needing to differentiate your products. These are products from rural farmers like vegetables and stuff that people are buying through community group-buying platforms. The platforms are Meituan, PDD, Alibaba—enormous tech companies, right? Yeah. Although actually, if you look at community group-buying, we just did a call with an alternative data firm on this. While fresh food is the way to get people hooked onto your platform—in China, for example, everyone sells eggs because I don't know why people just love cheap eggs. I heard that nowadays, they're trying to get people to get vaccinated by gifting you free eggs along with your vaccination. We're getting donuts. They get eggs. Eggs are one of the best-sellers on all these platforms. But you can also see for some of these platforms, they're shifting into more branded and non-perishable products as well like boxed milk, juices. There was one platform. I think they're just trying to brush their GMV. I won't say their name, but their best-seller was actually the iPhone 12. That doesn't quite seem like the same thing.…

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