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CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
China Tech Investor
Is Tencent the Biggest Net Beneficiary?
Ten cent will be the biggest net beneficiary, and my reasoning is pretty well documented on line. I think when we're talking about interoperability, we have to be conscious of the different money piles. Payments is bigger than e commerce, which is bigger, bigger than digital advertising. Put simply, a bite dancer's next act will be an ecomece. And so don't just watch the players, but also watch the money piles.
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