Feld Thoughts
MAY 8, 2017
As more hardware companies start paying attention to revenue attach, following the lead of companies like Dropbox, Ring, and Peloton, there’s an obvious place for Sonos to do this. I hope they are thinking hard about it, rather than fearing being disintermediated by Alexa. Or maybe special access to curated channels.
Rob Go
JANUARY 21, 2016
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. Sharing economy businesses show promise here as well because they offer a different cost structure by taking advantage of under-utilized assets. For Founders.
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A Crowded Space
APRIL 11, 2016
However, just like revenue, all GMV is not created equal. Weak marketplaces suffer from disintermediation, pricing pressure, and destructive competition. Sometimes it’s better to take a higher take and gain net revenue faster. Disintermediation - GMV is stronger if customers are effectively locked in.
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).
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).
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