A friend in investment banking once explained to me "You know how Salesforce sells Customer Relationship Management software and has a 300b market cap?" *slams bottle of moutai on table* "this is the CRM software of China."
- we are not early
- retail is not coming, you are retail
- you are also a normie, you just have a chrome extension
- you do not & cannot know what part of the cycle this is
- we do not need "mass" adoption, we need adoption
- forget the next billion, focus on the next million