Disintermediation Marketing Portfolio Revenue 
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.
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.
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Rob Go
JANUARY 21, 2016
Our consumer portfolio has largely been focused around convenience. Either you need some structural cost advantage that others can’t match, or you need to be generating revenue in a very different way that subsidizes your lower product margins. There are some markets that I find behave in a very different way.
thebarefootvc
OCTOBER 25, 2015
Last week, I spoke at The Economist’s Buttonwood Gathering in NYC about how emerging markets (and Africa in particular) are leapfrogging innovation in the financial services sector. billion unbanked adults (half of the world’s adult population). billion unbanked adults (half of the world’s adult population).
thebarefootvc
OCTOBER 25, 2015
Last week, I spoke at The Economist’s Buttonwood Gathering in NYC about how emerging markets (and Africa in particular) are leapfrogging innovation in the financial services sector. billion unbanked adults (half of the world’s adult population). billion unbanked adults (half of the world’s adult population).
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