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In that handbook, our goal was to aggregate all the amazing content out there. At Version One, we are more inclined to invest in businesses where the services are as commoditized as products so there isn’t supplier preference nor disintermediation. We purposely kept the tone factual rather than prescriptive. Services marketplaces.
I had alluded to this in a piece I wrote in 2015 – Are Banks the Next Dinosaurs?: “Twenty years from now, we will see disintermediation of banks, and millenials will no longer recognize the current banking system as they will receive financial services from a number of new entrants in the technology sector.
The ability of Adhesive companies to insert themselves into the data stream, which existing marketplace players will enable and encourage this, and exactly who the ultimate beneficiaries are (not to mention who is being disintermediated) are key components to a company’s ability to gain rapid market share and scale. Margin Dynamics.
The ability of Adhesive companies to insert themselves into the data stream, which existing marketplace players will enable and encourage this, and exactly who the ultimate beneficiaries are (not to mention who is being disintermediated) are key components to a company’s ability to gain rapid market share and scale. Margin Dynamics.
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