As long as I'm opining, Alibaba has a big mobile problem (named WeChat). Like the (current) business, but I doubt I'll love the stock.
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Replying to @benthompson
@monkbent interested to see long term implications of new rules on mobile commerce (QR codes + ‘virtual’ cards) - hard to say at this point1 reply 0 retweets 2 likes -
Replying to @jonrussell
@jonrussell yeah. Still, that's additive to ecommerce proper...1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent right but that’s why Alibaba fears WeChat - huge traction and potential unknown for now1 reply 0 retweets 1 like
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