I think the constant discussion and investor focus around stuff like "when will we get a super app in the US" is ignoring a lot of these factors that I think ar

I think the constant discussion and investor focus around stuff like "when will we get a super app in the US" is ignoring a lot of these factors that I think are pretty path-dependent. Once you build up the app/services ecosystem one way or another, there's a ton of inertia to overcome vs building this up from scratch in a new market.