> Unless they can cater to the needs of customers operating under very different conditions, their remarkable progress may end at China's shores

What kind of double speak is this? At least some of the success of wechat, alibaba, et al is due to the fact that China is not operating in an open economy. International companies can't operate in China for reasons related to IP or information availability - and we're talking about how people outside China operate under different conditions?

Color me surprised