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by z2 524 days ago
The competitors at the consumer-facing super app level (with mini programs of varying awkwardness) include Meituan, XiaoHongShu, and to an extent, Toutiao, JD.com, and Baidu. But you don't need those gardens as a publisher if you're on Android--ironically because Google services are banned, there are over a dozen app stores to competing to fill the void. Compare that with the western duopoly of Apple App Store and Google Play.