This reminds me of one of PG's old essays, "The Power of the Marginal" - http://www.paulgraham.com/marginal.html http://www.paulgraham.com/marginal.html People

This reminds me of one of PG's old essays, "The Power of the Marginal" - http://www.paulgraham.com/marginal.html http://www.paulgraham.com/marginal.html People never see disruption coming and by its very nature, the best contrarian value investments will always be dismissed, and overlooked, by insiders early on. And probably the same is true of the founders behind them. WhatsApp and Jan Koum are perfect examples of this.