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StackOverflow is a prime example of a site that should not need a VPN to access from China, but in its current state requires one due to the reliance on Google to serve fonts.
So if you're looking to include the Chinese or China's expatriate population in your potential customer base, please consider the implications of reliance on Google services.
What metrics do you guys look at to decide whether or not existing competition is validation of the problem or whether the market is saturated with competition and to pursue another idea?