I wont go as far as to say its "Good" full stop, but Kenya (and other less developed nations, relative to US) have an opportunity to base their economy on the next thing, rather than incumbents which must unwind policy and allow long term investments to fall to unacceptable ROI (often bankruptcy) ...
Consider telephone and credit card networks. Some countries skipped straight to mobile/wireless telephony (with internet!) while the US had to make the "this region already is wired, why are we putting a cell tower there?" (this played out in the 90s). Similar has happened with creditcard terminals in USA, where other countries got better infrastructure faster because there wasnt a competing incumbent investment in place.
Consider telephone and credit card networks. Some countries skipped straight to mobile/wireless telephony (with internet!) while the US had to make the "this region already is wired, why are we putting a cell tower there?" (this played out in the 90s). Similar has happened with creditcard terminals in USA, where other countries got better infrastructure faster because there wasnt a competing incumbent investment in place.