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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. We launched out second company, Koral, at DEMO in 2006. So journalists were looking for a new story to tell. I did get to have a second act.

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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. I agree with Stefano that Dwolla is one of the few disruptors, gaining even more traction post their Finovate demo of real time debiting and crediting of transactions.

Mobile 250
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Social CRM at the Crossroads

Venture Chronicles

The evolution of business is all about the reduction of latency and disintermediation through technology, as in the elimination of human action. We have reached a point of disintermediation where we no longer even want to go to them, we expect that a tweet will be responded to substantively in a matter of minutes.