We build three businesses not one. Gaming funds e-commerce. E-commerce creates payments. Payments enable lending. That is the flywheel.
Southeast Asia will follow China's digital transformation with a ten year lag. We are positioning for that future.
We cut thousands of jobs and exited markets. It was painful but necessary. Growth without discipline is suicide.
Our stock went from 15 to 370 to 40 and back to 100. If you cannot handle that volatility you should not own growth stocks.
Free Fire was downloaded one billion times. One billion. And it was made by a team in a country that most gaming executives could not find on a map.
I learned more about business at Stanford in two years than in any job. But I learned more about survival running Sea Group than at Stanford.