Probably, that’s the thing with owning the network. If you own the infrastructure you can adopt the whatever top-layer technology is up and coming and erase the competitors’ advantage overnight.
Excellent read. Do check this out too - https://www.paypal.com/us/digital-wallet/paypal-world. Building this and it plays into the large network effects you’ve talked about. What are your thoughts about the stock performance?
To add to the thesis, also is one of the first company to adapt crypto payments. I think that is gonna give a big jump
Probably, that’s the thing with owning the network. If you own the infrastructure you can adopt the whatever top-layer technology is up and coming and erase the competitors’ advantage overnight.
Great read. I think JD.com also falls into this category.
Thank you so much Felix!
Great work ! This article is incredibly valuable and help us to keep faith after the latest strong earnings and price drop
Excellent read. Do check this out too - https://www.paypal.com/us/digital-wallet/paypal-world. Building this and it plays into the large network effects you’ve talked about. What are your thoughts about the stock performance?