Future competition between the digital giants is likely to take place on the global stage. The internet markets in China and India have each reached a scale where they are poised to have a strong beneficial impact on their economies, Ms Meeker says. Their mobile payment infrastructures, for instance, put both countries “in an enviable position relative to the rest of the world”. And thanks to its national identity scheme, Aadhaar, and the spread of low-cost bandwidth, India is on the brink of an explosion of digital services.
数字巨头之间的未来竞争可能会发生在全球舞台上。米克尔说,中国和印度的互联网市场均已达到一个规模,将对它们的经济产生强大的有益影响。例如,中印的移动支付基础设施让两国“相较其他国家处于令人羡慕的地位”。而印度得益于其国民身份识别计划Aadhaar以及低成本带宽的普及,正处于数字服务爆炸的边缘。
With so much to play for, that has already made India “a global priority” between US and Chinese companies. American companies such as Amazon are approaching new markets such as this more aggressively, she says.
面对如此大的潜力,美国和中国企业都把印度视为“一个全球重点”。她说,亚马逊等美国企业正在更加积极地看待这类新市场。
But even if competition becomes increasingly fierce between the digital giants, will it create a new global oligopoly? After more than two decades watching the rise of internet leaders, Ms Meeker says she is “highly confident” new categories of activity will emerge, with new groups set to dominate them — much as Uber and Didi Chuxing have come to dominate ride hailing.
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