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Evidence receipt / belief

Published · transcript-backed

Ben Gilbert: belief

16 Jul 2020 Acquired Pinduoduo

“JD is 28% of GMV as recognized as net revenue to the marketplace. I think Tmall and Taobao are 5%, but still meaningfully higher.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
belief
Recorded
16 Jul 2020
Publisher
Acquired
Episode
Pinduoduo

Transcript context

…30% on their marketplace. Even Alibaba and JD are taking 10%-30%. JD is very close. JD is 28% of GMV as recognized as net revenue to the marketplace. I think Tmall and Taobao are 5%, but still meaningfully higher. Still meaningfully. Five times higher. Okay, great.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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