I'm always thinking as an outsider, and I'm always mindful of whether a company can be impactful on a global basis. Frankly, I'm paranoid about anyone anywhere who could be a competitive threat.
Is Amazon truly the best online buying experience? Absolutely not. Is eBay the best platform for auction? Probably not. Are dating sites like match.com really a reflection of the way people date? Probably not.
The overall experience Skype provided was superior to other folks because of the underlying architecture and the ability to provide a superior experience.
In Geneva, I was seen as an outsider. In the U.S., I was considered Eurotrash. And in London, I'm seen as an American.
In the Valley, what's happened is you have entrepreneurs that just want to fill a hole in the market and have a rich exit.