New business concepts are always, always the product of lucky foresight... The essential insight doesn't come out of any dirigiste planning process; it comes form some cocktail of happenstance, desire, curiosity, ambition and need. But at the end of the day, there has to be a degree of foresight — a sense of where new riches lie. So radical innovation is always one part fortuity and one part clearheaded vision.

p. 23 - Leading the Revolution, 2002