1B versus 5B
A sign that we haven't seen nothing yet and that the big companies established today, may not be the ones established tomorrow. For the last 100years we have been innovating for a population of 1B - now you have companies innovating for the other 5B market out there. Initial results out of this engineering 100$ computer, 15$ cel phone, 2500$ cars, the cost structure required to crank out such product requires to be elsewhere than NA. The moral of the story as the saying goes - whether you're the Gazelle or the jaguar if you want to make it - you have to turn on a dime and run very fast!