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Martin Chorzempa on China’s Cashless Revolution and the Rise of Super Apps
Macro Musings with David Beckworth
Jack Ma and Pony Ma in 10 Cents
Pony Ma is dispositionally the complete opposite of Jack Ma, despite them both playing a similar role. He's this quiet engineer who tries to stay out of the limelight and not cause problems. And he starts off doing a lot of copycatting. In one fell swoop, Alipay goes from the dominant player in online payments to a duopoly.
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