article thumbnail

Don’t call it AdTech. It’s “Adhesive”

VC Adventure

For about the past year my partners have been pushing me to write up some thoughts on AdTech investing. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. And for a while that worked pretty well.

article thumbnail

Don’t call it AdTech. It’s “Adhesive”

VC Adventure

For about the past year my partners have been pushing me to write up some thoughts on AdTech investing. We’re particularly sensitive to customer concentration issues related to margin – aggregating demand from a small number of sources, for example, which may lead to significant margin pressure. Margin Dynamics. Performance.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

They are fully fungible for hard currency through Safaricom’s network of retail partners for either the sender or recipient of an M-Pesa mobile payment. If massively succesful, Isis might disintermediate the companies that manufacturer plastic payment cards and perhaps the companies that make mag stripe hardware (e.g.

Mobile 250
article thumbnail

Transcript of What Local Businesses Need to Know About the State of Local SEO

Duct Tape Marketing

This transcript is sponsored by our transcript partner – Rev – Get $10 off your first order. John Jantsch: Well, and let’s not forget to throw in the aggregators that are out there doing the 10 best blah, blah, blah in their city. Back to Podcast. Transcript. It becomes a very active landscape.

SEO 54
article thumbnail

The Great Fragmentation

aweissman.com

A few weeks ago my partner Albert Wenger wrote about Facebook being unbundled: "Facebook's Real Mobile Problem: Unbundling" where he opined that "mobile devices are doing to web services what web services did to print media: they unbundle." They disintermediate incumbent industries but also do the same to any new attempts at re-aggregation?