AI, AI, Everywhere
Over the last months, I read dozens—if not hundreds—of earnings calls and quarterly reports. And I’ve come to one unavoidable conclusion: every company is now an AI company.
Funeral homes now claim to use AI to enhance the client’s journey, including the one inside the casket. Pig farmers deploy AI to monitor hog mood swings. And naturally, every tech CEO now opens with how their model outperforms every other model on metrics no human understands, for use cases no one asked for.
Every company?
Not quite.
Like in one of those Asterix and Obelix comics, there remains a small, stubborn village. Pinduoduo. In their most recent earnings call, they used the word “AI” exactly zero times. Not once.
Lately, I’ve been asked over and over again: why isn’t Pinduoduo participating in the AI race? In this article, I’ll look at their history, how they operate, and why this silence fits the very strategy that made them so successful.
Keep reading with a 7-day free trial
Subscribe to The Great Wall Street to keep reading this post and get 7 days of free access to the full post archives.