☕️ Good morning, friends,

Imagine your delivery driver could rate you after dropping off your pizza — and even block you if needed. 🍕

That’s exactly what Meituan is testing in China: drivers can now ban customers who insult or threaten them for up to one year.
Since the pilot launched in seven cities, more than 23,000 requests have already been submitted, and driver satisfaction has risen by 15%.

So, be careful, dear customers — karma is watching.

👀 China & Korea in Focus

Korea Spotlight: LG Chem jumped as much as 11% after activist investor Palliser Capital revealed its stake and called for stronger governance and higher shareholder returns. Palliser also suggested selling part of its stake in LG Energy Solution to fund share buybacks.

China Calls: Goldman Sachs expects Chinese equities to gain around 30% by the end of 2027, driven by pro-market policies, rising corporate earnings, and AI momentum.

TOP BIT

🏨 Airbnb drops ChatGPT, turns to Alibaba AI

Airbnb CEO Brian Chesky has announced that ChatGPT will not be integrated into the travel app for now. The OpenAI interface, he said, is “not yet robust enough” to meet Airbnb’s needs. Instead, the company relies on a mix of 13 different AI models — with Alibaba’s Qwen as the main pillar.

The Details

🧩 Model mix over monoculture: Airbnb’s smart service assistant runs on models from …