1. I highly recommend changing your mental model to WeChat as a browser; China's equivalent to Chrome
2. I wonder how much Prosus stake has aided and guides Tencent's handsoff approach to its acquired international businesses, which is key to its success and different than other China Tech giants like Alibaba and Bytedance which tend do destroy what they buy
Tencent’s strategy of ecosystem integration and minority investments is a masterclass in compounding optionality. Owning the digital rails while letting partners innovate has created a moat that’s hard to replicate.
1. I highly recommend changing your mental model to WeChat as a browser; China's equivalent to Chrome
2. I wonder how much Prosus stake has aided and guides Tencent's handsoff approach to its acquired international businesses, which is key to its success and different than other China Tech giants like Alibaba and Bytedance which tend do destroy what they buy
Tencent’s strategy of ecosystem integration and minority investments is a masterclass in compounding optionality. Owning the digital rails while letting partners innovate has created a moat that’s hard to replicate.
Your content is gold, keep it coming!