Alipay
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 23, 2023 by Ganesh Balakrishnan · said 3 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Ritesh Banglani (1), Ganesh Balakrishnan (1), Arjun Sethi (1)
tap a year for its mentions
2025 1 mention in 1 episode
2024 1 mention in 1 episode
Everything said about Alipay, oldest first
Jan 23, 2023 neutral
Offline Mobile Payments Were Largely Undeployed Globally in Early 2010s
“In fact, worldwide, other than China, where, you know, WeChat Pay and Alipay had exploded, most of the other places, literally Google had done one pilot with Google Wallet, and PayPal had done one pilot, but that's about it. Nobody had deployed this.”
Feb 14, 2025 bullish
Banglani: Credit will become a substantial part of India's UPI
“If you look at the largest payment systems globally, whether it is Visa or MasterCard or American Express in the US, or whether it is Alipay in China, they have a substantial, if not majority credit component. In India, UPI is massive, but it's debit only. So …”