Market
- China is a huge and growing market, which make it unlikely that it will be closed
- Counter-argument: LinkedIn mostly pulled out of China in 2021[^2]
- "While we’ve found success in helping Chinese members find jobs and economic opportunity, we have not found that same level of success in the more social aspects of sharing and staying informed," LinkedIn said.
- "We're also facing a significantly more challenging operating environment and greater compliance requirements in China."
- Takeaway: Does not sway me too much because I expect there to be little overlap in the challenges facing LinkedIn as a social media company and research entity like MSR Asia
- I could still be wrong because the overall political environment is just too strained.[^3]
- I've mostly considered whether China is an attractive market for Microsoft and whether or not *Microsoft* wants to keep operating there. But it could be that the relevant fact