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Don’t drink your own Kool-Aid (surviving TC50)

Both Sides of the Table

Everybody thought the real substance was going to come from B2B eCommerce players that would deliver “real value&# by disintermediating supply chains … blah, blah, blah. People were starting to get cynical about yet another pet website or another website for buying art. So journalists were looking for a new story to tell.

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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

If massively succesful, Isis might disintermediate the companies that manufacturer plastic payment cards and perhaps the companies that make mag stripe hardware (e.g. Also some of the mobile banking players are considering to build a parallel network that would disintermediate the card associations.

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Are Banks the Next Dinosaurs?

thebarefootvc

Last week, I spoke at The Economist’s Buttonwood Gathering in NYC about how emerging markets (and Africa in particular) are leapfrogging innovation in the financial services sector. employ 60K people in 11 countries.

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Are Banks the Next Dinosaurs?

thebarefootvc

Last week, I spoke at The Economist’s Buttonwood Gathering in NYC about how emerging markets (and Africa in particular) are leapfrogging innovation in the financial services sector. employ 60K people in 11 countries.