If you haven’t already, could you please take this survey? Thank you!https://www.surveymonkey.de/r/MY6XRPRDigital wallets beg to break free from the commerce platforms that nurture them. In 2002, a $20bn eBay acquired PayPal for $1.5bn. Nearly 20 years later, a $200bn+ PayPal commands 5x eBay’s market cap. The core value prop hasn’t changed much over this time. […]
Category Archives: [SQ] Square
If you found yourself in 2009 with the vision of one day dominating payments, where would you start? For most, I suspect it would be P2P payments or point-of-sale software or some other bits-based service with the conventional trappings of network effects, virality and scale. Square instead launched with what must have seemed the most […]
In the payments space, the difference between a distributor and a competitor can be so blurry as to lose functional meaning. Mercury Payment was a significant ISO for legacy acquirers before Vantiv acquired it from Silver Lake. Stripe offers many of the same services as the legacy acquirers to whom it outsources transaction processing. Ditto […]