You have 1 billion people using the Internet with 200 million of those now using broadband internet connections, so the Internet has become a powerful network. It can carry calls.

Angry Birds is one of the fastest-growing online products I've seen, growing even faster than Skype, and the company has done a brilliant job of extending it across different platforms and merchandise.

Then people started using it more and more and it became the most downloaded software on the internet.

As an investor, what we're not looking for is 'oh this is a cool app,' it's 'is this something that can become a big business?' You need to find those that can become real businesses.

You have 1 billion people using the Internet with 200 million of those now using broadband internet connections, so the Internet has become a powerful network. It can carry calls.

When a business becomes successful seemingly overnight, no one knows about all the months and years you've invested, all the projects you've tried before that didn't work.

Look for when the environment is changing - the big shift now is mobile Internet. It's really happening big-time. The way you interact with services on a smart phone compared to the Web is quite different, so there's a huge opportunity.