Working for a big company is, I believe, much risker than it looks.

If I want to get work done, that's usually about 3 in the morning.

So I came from an environment where I was starved for information, starved for connection.

Nokia and Research in Motion needed a modern operating system. They could have bought Palm or Android before Google did, but they didn't. Today, it's probably too late, and at the time they would have been criticized for overpaying, but as they say - shift happens.

I don't think objectively we are in a tech bubble when tech stocks are at a 30 year low.

Over the next 10 years, I expect many more industries to be disrupted by software, with new world-beating Silicon Valley companies doing the disruption in more cases than not.

Working for a big company is, I believe, much risker than it looks.