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"Branding as the road to riches The new tech economy, then, is not necessarily about building new technology. It is about capturing a sector with good branding, pots of money to fund growth, and the network effects to spur growth and retention. Holmes argues that half of the value of a company such as Google lies in its brand, in people instinctively thinking of Google when they want to search for something. It is the same for Facebook and social; Amazon and online shopping; and perhaps one day Uber and transportation."

"At the moment, we're living in a world where cloud, social and mobile, three disruptive technologies are happening simultaneously. We've never had three technologies disruptions happening at the same time like in the last 40 years of IT. And that's why we're living in a world of digital disruption, which is another way of kind of explaining"

"In recent years, growth equity has become its own asset class and is actively followed and monitored by investors. Growth equity enjoys the benefits of investing slightly later down the road in the growth of technology companies, thereby reducing the risk of future financing rounds, while at the same time avoiding the seniority of leverage utilized by private equity firms. The risk-adjusted results of this asset class indicate that better returns can be generated with lower associated risk."