[onion2k]

Internationalisation. In the next few years there are going to be a billion or so new internet users who'll want content and eCommerce, but they'll mostly be on low-powered, low-bandwidth smartphones. That particular market is very poorly catered at the moment. There are some players out there, but there's going to be room for a lot more. Essentially the size of the internet user base is going to double.

[cianchette]

Providing services to the next billion internet users sounds like a big opportunity. I wonder if the solutions will be similar to what worked in the developing world or entirely new.

[byoung2]

I wonder if the solutions will be similar to what worked in the developing world or entirely new.

You don't even have to go to the developing world to find opportunity. There are services that exist in the US that simply don't exist elsewhere. One example is an MLS for real estate, which powers Zillow, redfin, etc. There are many developed countries that don't have one yet.