- Online advertising: “Google and Facebook are disproportionately winning the majority of these advertising budgets. And we are only starting to see advertising going to the mobile space.”
- Cloud computing: “Companies are taking advantage of cloud computing. A good example of that is Adobe Systems, which used to sell their products for a one-time fee. Now they make it available only for subscribers who would pay a recurring fee. Over time this will mean a predictable income stream and, more importantly, more users and higher profits.”
- Digital payments: “Increasingly, countries are pushing the adoption of alternatives to cash. A good example of this is the demonetising efforts of the Indian economy last year.”
