Altern. title: Bubble Begins MT @monkbent Amused by confirmation Silicon Valley was out of touch with rest of world. http://online.wsj.com/news/article_email/SB10001424052702303636404579395571496851750-lMyQjAxMTA0MDIwMDEyNDAyWj …
@_ChicagoV_ @ampressman I’d suggest you take a look at LINE’s financials
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@monkbent@ampressman will have to take a look. Very skeptical that the consumer won't just move to a competitor. -
@_ChicagoV_@ampressman very strong network effects. And the monetization has long since started and they are growing even faster
End of conversation
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