I think it matters because many countries have enormous populations without computers, which means the current state of e-commerce needs to be made mobile friendly (and low bandwidth/high latency) to make sales. I think they are also implying that WeChat is going to beat Facebook to the next billion users internationally.
I don't buy this narrative. It's been used for a while to raise funds to "scale up".
The truth I fear is, if the bottom of the pyramid cant afford a computer, how much do you think they are going to be spending out of their empty mobile wallets. And then some wise ass will say but look they are spending.
The truth is they are being manipulated into spending, just like the suckers who were tricked into mortgages they couldn't afford. Who else does one think is clicking the infinite supply online ads.
