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Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

The Synopsis

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Meta vs. Coupang: Advertising and E-commerce Strategies

This chapter explores the evolving landscape of Meta's advertising capabilities and its challenges in revenue growth, contrasted against Coupang's promising market position in South Korea. It provides an in-depth analysis of Coupang's financial metrics, product strategies, and recent performance improvements, as well as comparisons with Amazon. The discussion also touches on growth dynamics in Taiwan and Japan, highlighting the varying levels of confidence in management decisions and market opportunities.

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