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Pivot Q1 Quarterly Review

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I Think They've Got to Decouple From China, if They Allow It, They'll Take Off to the Moon

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Tikping is one of important companies, but what they've done to entrpernurial zeal in that country is, i think, problematic for them. That doesn't mean it won't change h but it's a problem. We'll seeand of course, whether they're going to bounce back. And if they do, they will really be a competitor to mark suckerberk in a really significant way.

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