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If you really want to get excited for the developing world - research the number of new submarine fiber cables that have connected coastal cities in many major African nations in the time frame from 2004 to 2018.

That's a lot of capacity. Now a big part of the problem is outdated regulatory regimes and government-controlled telecoms that are keeping prices artificially high, and keeping out competition in the 4G/LTE market and ISP market.



As some who sells B2B SaaS in Africa (among other places): There is no question that a lot is happening, but there are huge swats of countryside in many parts of Africa that are not covered yet. The question is, who gets there first, and at what price.




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