VC Adventure

APRIL 11, 2011

. “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. The landscape of online advertising is a confusing one.

Disintermediation 82

Disintermediation Advertising Portfolio Aggregator 82

VC Adventure

APRIL 11, 2011

. “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. The landscape of online advertising is a confusing one.

Disintermediation 48

Disintermediation Advertising Portfolio Aggregator 48

Rob Go

JANUARY 21, 2016

These are companies that offer consumers a product or service (or both) that they are paid for (as opposed to consumer audience businesses that are monetized through advertising). Our consumer portfolio has largely been focused around convenience. The product or service is better than what else is out there. What About Cheaper?

Disintermediation 28

Disintermediation Distribution Demand Flash 28