PDD

“To give you an example, when we started investing in InfoMark, I remember the first day it had a market cap of sixty million dollars. And I couldn't understand for the life of me, like, what is this? It's like a series B round in the valley. This is a profitab…”

“If you look at the size of e-commerce is only 24 to thirty billion in India. And if you look at just one company in China, ah, called PDD, it does sixty four billion of GMV.”