[foooorsyth]

You don’t need thousands of apps. People don’t use thousands of apps day to day. They use the core system apps plus a few top social media apps and perhaps some banking stuff. It’s not 2010 anymore when all of the earnings calls for $AAPL and $GOOG were all about the number of apps on their respective app stores. The web has been highly consolidated since then and the average user only visits a handful of websites/apps. China also has the super app culture — their entire life is on WeChat so that’s really all they need.

[gscott]

In China they only use a few apps and inside of those apps are the rest of them. They are like super-apps.