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More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. While all three of our most recent investments built on this foundational idea still remain stealthy, everyone utilizes connected technology to uniquely deliver a service or bundled product. Recent Investment Themes.
These high fees obviously eat away at returns, and more profoundly are in contrast to the “disintermediation spirit” so at the heart of modern technology investing. Now, funds do work to charge some of these costs back to their portfolio companies, but usually these offsets flow to the fund’s General and not its Limited Partners.
Her work included heading Nokia’s location-based services business and app portfolio for emerging markets, which she built from a back-of-a-napkin idea to a 100-person organization with over 10 million users. It comes as no surprise as technology today enables companies to prove product-market fit much earlier in their lifecycles.
For example, Wish has given shoppers direct access to Chinese sellers; LetGo and OfferUp have connected local buyers and sellers with a visually appealing mobile-first experience; and our portfolio company Headout has taken the supply of offline attractions, activities and events online as well as mobile for travellers to book on-demand.
Our current red flags are sourced from what human means today, what works means today, what our relationship with technology means today. I'm thinking of how to give them a portfolio of skills, rather than just be happy they are an engineer or a teacher or a plumber.). Humans push forward. Recognize, and exploit change.
. “We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# Most of our AdTech investments would be labeled “glue&# (they were all connecting or intermediary technologies – just applied to online advertising).
[To listen to a recording of the webinar, Click Here ] On this recorded webinar, the Growthink Innovation Series turns to the transformative world of financial technology. What does financial disintermediation really mean? According to PWC, within the next 3-5 years, cumulative investment in FinTech globally could exceed $150 billion.
. “We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. Technology Innovation. They are: Scale.
Our consumer portfolio has largely been focused around convenience. M arketplace businesses are the classic example of this because they disintermediate the supply chain and offer a more free exchange of products between buyers and sellers. What About Cheaper? Kind of like Tesla.
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. employ 60K people in 11 countries. employ 60K people in 11 countries.
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. employ 60K people in 11 countries. employ 60K people in 11 countries.
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