Operating in emerging markets forces leaders to become scrappy "builders" who solve problems directly without waiting for additional headcount or resources. This bias for action and self-sufficiency, born from necessity and the lack of a 'cavalry to call,' is a valuable cultural asset when brought into more resource-rich U.S. corporate environments.
Markets with significant friction—diverse cultures, languages, and intense competition, like in Asia—force companies to be more efficient, adaptable, and innovative. In contrast, large, homogenized markets like the U.S. can become "squishy" and less urgent, similar to how New Zealand birds without predators lost their ability to fly.
As AI-driven deepfakes render traditional biometrics (face, voice) unreliable, digital identity will split. The U.S. will likely move toward a centralized, more lucrative model where institutions verify identity. Europe may adopt a decentralized, self-sovereign model where individuals control cryptographic proof of their identity, verified by governments but not fully shared.
The conventional view of the channel is as a buffer from end-user "noise." A more effective approach is to leverage partners as a lens to get closer. They translate local cultural nuances and specific customer needs, allowing you to scale your understanding and focus on core product requirements without adding headcount.
Implementing mobile banking for an army in Africa unexpectedly revealed systemic corruption. Soldiers received a 20-25% pay increase as graft was eliminated, shifting their loyalty from the government to the telco provider. This highlights how technology can have profound, unforeseen social and political consequences that require immediate adaptation.
AI is automating the low-level work often outsourced to channel partners. Simultaneously, AI increases the pace of innovation and the risk of inaction. This creates a new mandate for partners: they must deeply integrate AI into their offerings and strategies to stay relevant and help clients navigate heightened complexity, or they will be left behind.