Great points. Social media is a different beast compared to Amazon/MS/Apple but seeing a CN company crack the US advertising duopoly (F/G) is interesting. And I

Great points. Social media is a different beast compared to Amazon/MS/Apple but seeing a CN company crack the US advertising duopoly (F/G) is interesting. And I do wonder how much of that pertains to the Musical.ly acquisition. Now, I'm trying to think about the discussion as it pertains to the AAM slice of GAFAM and the conversation gets more interesting for me there. I can think of substitutes for Apple (Huawei) and Amazon (Alibaba) with US market penetration, but I can't think of any for M. I can think of a couple reasons why off the top of my head but I'm curious as to what you think.