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They are fully fungible for hard currency through Safaricom’s network of retail partners for either the sender or recipient of an M-Pesa mobile payment. If massively succesful, Isis might disintermediate the companies that manufacturer plastic payment cards and perhaps the companies that make mag stripe hardware (e.g.
For about the past year my partners have been pushing me to write up some thoughts on AdTech investing. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. And for a while that worked pretty well.
For about the past year my partners have been pushing me to write up some thoughts on AdTech investing. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. Margin Dynamics. Performance.
This transcript is sponsored by our transcript partner – Rev – Get $10 off your first order. John Jantsch: Well, and let’s not forget to throw in the aggregators that are out there doing the 10 best blah, blah, blah in their city. Back to Podcast. Transcript. It becomes a very active landscape.
A few weeks ago my partner Albert Wenger wrote about Facebook being unbundled: "Facebook's Real Mobile Problem: Unbundling" where he opined that "mobile devices are doing to web services what web services did to print media: they unbundle." They disintermediate incumbent industries but also do the same to any new attempts at re-aggregation?
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