Meituan's defeat is inevitable; Taobao has returned to the top! - Taobao took the number one spot at the end of last year, and Meituan's dominance is over. - Meituan's review platform is being crushed by Gaode Maps' street sweeping rankings again. - Douyin is going to focus on food delivery, and Meituan will be under the most pressure again. - Besides food delivery, Meituan lacks AI, big data models, and new narratives. Summary: - The food delivery business has no competitive advantages. - Meituan's defeat is inevitable.