Disintermediation Internet Mobile Portfolio 
View from Seed
JULY 31, 2014
As my partner Rob Go has written , our goal is to invest half in consumer web and mobile and half in business-focused ventures. More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. The internet continues the disintermediation of content creation.
Growthink Blog
DECEMBER 20, 2016
Quite simply, the digital, mobile, and Internet revolutions are transforming the way customers access financial products and services of all types, and across all consumer and business sectors. How is the real / impactful is the world of mobile payments and where is it going? What does financial disintermediation really mean?
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thebarefootvc
OCTOBER 25, 2015
The most documented example of this is M-Pesa’s mobile money platform in Kenya, which I have written about a few times on this blog, including in my thesis piece When Third is First. Over 30% have used mobile banking in the past month, a mode of banking that is currently more efficient in Nigeria than it is in the United States.
thebarefootvc
OCTOBER 25, 2015
The most documented example of this is M-Pesa’s mobile money platform in Kenya, which I have written about a few times on this blog, including in my thesis piece When Third is First. Over 30% have used mobile banking in the past month, a mode of banking that is currently more efficient in Nigeria than it is in the United States.
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. And they are able to do this by circumventing traditional distribution taking advantage of the internet. Our consumer portfolio has largely been focused around convenience.
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