CEO OS
References ·April 12, 2026 ·reference

Emerging Markets

Countries outside the developed-economy core, typically with lower GDP per capita but often leapfrogging incumbents in financial services, mobile, and payments — see Kaspi in Kazakhstan or M-Pesa in Kenya. William Hockey travels constantly through markets like the DRC and uses them as both a reality check on SF consensus and a hunting ground for what infrastructure founders should actually be building.

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