article thumbnail

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. Like anyone else, they are looking to own the customer data and offer smart loyalty programs. Is that it? Not really. This is the same problem that LevelUp is facing.

Mobile 250
article thumbnail

Terence Kawaja Presents “Clash of the Titans” in Social Media

VC Cafe

And so, the titans have to figure out a way to license new content, or pay for access to get customers. There is disintermediation going on. They all want access to the digital consumer: search, display, video, social, and commerce. The incumbents are the “gatekeepers,” either partners or enemies.