I found some value. Here are a few points - Back in the late 90's early 2000's, deals would happen once every 18 months - The US will revert to it's "natural" isolationist state in his opinion - Categories aren't crated intentionally, but instead, identifying new types of customers within existing markets can create categories (e.g. Developer SAAS) - Being able to raise money is an important characteristic of a founder - Sometimes the companies that got acquired had