Western Markets
topic on 3 shows · 5 statements across 5 episodes
Big Technology 
20VC 
Capital Allocators
5 statements about Western Markets, every show
Siegler: Meta Is No Longer Growing In Western Markets
“The reality is, like, they're not really growing anymore in Western markets. Maybe they're growing in some, you know, some pockets of different parts of the world, but they're not growing in the place that you know, that they feel like they can monetize as eff…”
Rodman: Rosatom's Exclusion From the West Will Create a Massive Fuel Deficit
“They're close to 50% of the market, and over time, they'll be cut out of western markets, in our opinion, which will create a very big deficit.”
Neil Young: Japanese mobile gaming led Western markets in LTV metrics
“The way the Japanese mobile market had developed, it really led the Western market in terms of audience engagement and monetization. And these ideas of LTV versus CAC, Were particularly mature in that market”
Zaveri: Chinese-style native in-app commerce will expand to Western markets
“You're seeing, so, for instance, like there's news reading apps there, like Tatiao, which integrate sort of commerce-like functionality in the news app, and you can actually conduct commerce there natively, and I think you were going to see this theme sort of,…”