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if iPhones in China did not have WeChat on it, Apple's market share would go to zero. Apple gets 15% to 20% of their entire revenue across the entire company from China.
Yeah, so, Kevin was put in charge of Disney Plus and streaming because he wanted operating experience and as part of his development as an executive within Disney, running a business line. But for many years, he was running the strat strategy and planning group, which is legendary at Disney and so important to the company.
I would say wait till they're in the second inning third inning and make five bets or make ten first inning bets or five third inning bets right if you have a same attica I would never do differently
there's just so much still unknown like we don't know we don't know their attention to these users we don't know the actual like nature of the network effect and and how strong it is in like yes how this works outside of kovat right
I would say for the stage at which this company is at that valuation and with these dynamics I would have dropped out of the bidding