Perplexity's news reporting is beautiful
Downgrade from Lazada and TT is nonsensical. Shopee vertical integration is world class. Lazada already lost out a ton of market share. TT can't extract value and control the full sales pipeline from merchant to user. Is it overvalued? Maybe. But definitely not a poor biz
Shopee's revenue source by geo has nothing with the US. Its mostly just asia
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