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. Recent Investment Themes.

Seed Stage 272

Seed Stage B2C Technical Review Disintermediation 272

David Teten

SEPTEMBER 6, 2015

Her work included heading Nokia’s location-based services business and app portfolio for emerging markets, which she built from a back-of-a-napkin idea to a 100-person organization with over 10 million users. At Virgin Mobile USA, Mari led early initiatives in mobile commerce, social networking and advertising.

Venture Capital 60

Venture Capital Balance Sheet Technical Review Portfolio 60

Version One Ventures

JULY 19, 2018

mobile) and/or new or differentiated supply. At Version One, we are more inclined to invest in businesses where the services are as commoditized as products so there isn’t supplier preference nor disintermediation. Services marketplaces. Uber and Lyft have created one of the largest marketplace categories. B2B marketplaces.

Disintermediation 110

Disintermediation B2B Differentiation Aggregator 110

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?

Disintermediation 48

Disintermediation Cofounder Venture Capital Angel Investor 48

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.

Disintermediation 58

Disintermediation United States Nigeria Kenya 58

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.

Disintermediation 40

Disintermediation United States Nigeria Kenya 40

Occam's Razor

MARCH 30, 2017

The current crop of Analytics tools are getting better and better at the known knowns , the process of disintermediation of the humans doing that work is only going to accelerate… And then that work will disappear. As close to perfect data, with little to no instrumentation, because it will all already be built in. Still, a solvable problem.

Artificial Inteligence 60

Artificial Inteligence Analytics Marketing Campaign 60