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. And for a while that worked pretty well. They are: Scale. Margin Dynamics.

Disintermediation 82

Disintermediation Advertising Portfolio Aggregator 82

Rob Go

JANUARY 21, 2016

The ride experience is better in an UberX than a taxi, uberX is cheaper than a taxi, and on demand mobile booking, payments, etc make it way more convenient. Convenience tends to be an area where incumbents struggle, especially when convenience is tied to new forms of distribution. Some companies have all three. Uber is the trifecta.

Disintermediation 28

Disintermediation Distribution Demand Flash 28

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. ” And for a while that worked pretty well. Performance.

Disintermediation 48

Disintermediation Advertising Portfolio Aggregator 48