Good point. I guess the thing I would caution about is expanding fast vs. executing well. Hopefully they learn the lessons in the Yandex vs. Google and Amazon/

Good point. I guess the thing I would caution about is expanding fast vs. executing well. Hopefully they learn the lessons in the Yandex vs. Google and Amazon/Ebay vs. Tao Bao fights. Facebook did execute on a very successful international strategy - but from my understanding they didn't need a billion dollars to do it. GroupOn's economics might be different - time will tell.