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#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Late Mover Advantage
I read in an article that it had taken the US 50 years to build a landline system. I said, Bingo, wow. This means emerging markets are going to be hot. And then I extrapolated that how to meaning where is internet usage taking off and where do we have mobile penetration? That's the highest. If you had that issue roadmap and you're investing in emerging markets and literally you followed that roadmap, you would have won in every single place.
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