I have to point out that they seem to want asia focus which means they need local content or they wont be able to penetrate the market. I expect them to be able to do this otherwise it'll be just smule. That said China Japan and Korea are markets that I do not expect them to have any possible penetration (they may get content as its extremely popular in Asia) however to penetrate what already exists in those countries is the same as asking to knock facebook down. Not impossible but extremely hard.
This doesn't mean that there's no slice of pie to get from other countries and as long as the content is good, people will want to use it. Content is king and that's what we need to see.
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