Disruption and Emerging Markets Investing

How much will AI/robotics/machine learning disrupt emerging and developing economies over the next decade? In our opinion, that is the single hardest question when it comes to emerging/frontier market investing just …

I’d Like to Buy the World a Coke

Yesterday’s note about US and Chinese technology companies growth initiatives in Southeast Asia got us thinking about global Internet usage in developing/emerging economies. Some more work on the topic here: #1. …

Successful Founders are 45, Not 25

People often associate successful startups with young, bright, tech savvy founders like Mark Zuckerberg. The next big disruptive company won’t likely stem from that demographic, however. In a recent National Bureau …