Second that, Baidu(perhaps) and Tencent(certainly), and maybe Alibaba holdings as well. These companies are operating in a country where massive investments are

Second that, Baidu(perhaps) and Tencent(certainly), and maybe Alibaba holdings as well. These companies are operating in a country where massive investments are being thrown around, and a product might go from 0 to 90% market penetration in half a year, mobile payments work, and massive fulfilment infrastructure. Wouldn't be surprised if they weren't already eyeing the American market, and suddenly decide to go on a massive acquisition spree. Only that many more C2C startups in China they can buy up or invest into.