CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
China Tech Investor
00:00
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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