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Episode 187 — India, TikTok, and the U.S.

Exponent

The Chinese Handsets Are a Big Deal in China

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G o is the perfect example of why you just give yourself a massive cost and technological advantage. The incumbents realize what's going on, it's just too late. You have chinese companies that are competing with the us. Companies for this market. Ovidio is a huge one. net ficks making huge investments there. Amazon is there, like all in there. E commerce is a huge thing. You have flip carts being bought by walmart for the commers. Thisl make the india market different ron other markets,. but i think ou will bear on what we're gettig to in a moment.

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