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. What About Cheaper? For Founders.

Disintermediation 28

Disintermediation Distribution Demand Flash 28

thebarefootvc

OCTOBER 25, 2015

We just have to look at emerging markets that don’t have financial infrastructure in place to see how nonbank entities are utilizing mobile connectivity, advanced data analytics and social channels to provide financial services to 2.5 billion unbanked adults (half of the world’s adult population).

Disintermediation 58

Disintermediation United States Nigeria Kenya 58

thebarefootvc

OCTOBER 25, 2015

We just have to look at emerging markets that don’t have financial infrastructure in place to see how nonbank entities are utilizing mobile connectivity, advanced data analytics and social channels to provide financial services to 2.5 billion unbanked adults (half of the world’s adult population).

Disintermediation 40

Disintermediation United States Nigeria Kenya 40