Comments on: Areas I’m most likely to invest in during 2010

By: Areas I’m most likely to invest in during 2010

Areas I’m most likely to invest in during 2010 — Wed, 29 Sep 2010 16:05:39 +0000

[...] (Cross-posted @ Non-linear VC) [...]

By: When Platforms Collide; Mobile and Payments

When Platforms Collide; Mobile and Payments — Wed, 29 Sep 2010 16:03:43 +0000

[...] and the payments sector and the theme of “platform” business models. You can find that post here. The natural question I’ve since been asked is: “What about mobile [...]

By: When Platforms Collide; Mobile and Payments « Non-Linear VC

When Platforms Collide; Mobile and Payments « Non-Linear VC — Fri, 22 Jan 2010 00:32:20 +0000

[...] the payments sector and the theme of “platform” business models. You can find that post here. The natural question I’ve since been asked is: “What about mobile [...]

By: Areas I’m most likely to invest in during 2010 | CloudAve

Areas I’m most likely to invest in during 2010 | CloudAve — Tue, 05 Jan 2010 10:55:17 +0000

[...] great part of the process of discovery that the VC business requires.(Cross-posted @ Non-linear VC)Posted Under : Entrepreneurship Tags cloud computing SaaS mobile Venture Capital Cloud 2010 [...]

By: reflections on emergent commerce and technology » Platforms and Payments

reflections on emergent commerce and technology » Platforms and Payments — Tue, 05 Jan 2010 02:17:41 +0000

[...] note today is a post by Derek Pilling, an investor in IP Commerce, entitled Areas I’m most likely to invest in during 2010. In it, Derek lays out his investment thesis for 2010 and then says something that I find extremely [...]

By: Derek Pilling

Derek Pilling — Mon, 04 Jan 2010 20:40:56 +0000

Thanks for the comment Eli. Square is good for the payments industry. Whether they will be successful or not is a separate question. What folks fail to understand is that Square’s innovation is not the device (that is relatively easy), but rather the business model. By acting as a master merchant, they assume the risk of the transaction. Acquiring merchants, at a cost of acquisition and with a risk profile that enables Square to make money will be the key. We shall see.

By: Eli Weir

Eli Weir — Mon, 04 Jan 2010 20:35:41 +0000

Agree with all of the above. What is your perspective on Square? Good, bad, ugly? Still room to play in this area ... ?