emerging markets

“Emerging markets are going to lead to the decimation of tier one OEMs, because the Samsungs, et cetera, will not be able to compete at that level.”

“When there's so much capital that kind of floods into an ecosystem that does de-risk it to some extent.”

“I think one of the big theses that I have learned in this traveling is that which is happening among emerging markets among themselves is more shared in many cases than their compatriots in Silicon Valley or even Beijing.”

“Even the big juggernauts in some of these regions have learned that they are as much an aggregation of local companies as they are just one stop shop in terms of what they offer.”