Gina Gotthilf: belief

Transcript context

…That makes me think about WhatsApp. And one of the reasons they made it is they were just obsessed with making the app incredibly small and fast. And they started, I think with international markets and then that just ended up being an amazing app so fast and so easy to use. And still, and now there's things being built on top of WhatsApp. We just invested in a company called Leadsales, and they basically turn your WhatsApp into a CRM, which is amazing because so much business is being done on WhatsApp, and that's not the case here in the US. So you want to understand that you can build something for that. And there are other markets that are using WhatsApp for which that's also going to be useful. And the other thing is I think that emerging or developing markets tend to sometimes skip over things because we're so behind. So for example, there's examples of these in India and in some countries in Africa where, I don't know, the desktop was skipped, people just went straight to mobile. I think we can see these catapult opportunities because then when you start building something and you didn't even build for the previous version of whatever it is that was being used because in the US or more developed market, you had access to them, then you are in a way at an advantage. So I'm excited to see how that plays out in the next few years, and I'm particularly curious to see how that plays out when it comes to AI. One last question around Latin America. It's going to be a broad question. What do you think people should be paying attention to, whether it's specific companies you want to call out, big companies that are doing great or just trends or patterns, what do you think people should be paying attention to? Anything you want to shout out?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.