Interesting call w/ Wall Street analysts on payment company stocks and possible IPOs. Explained why attrition & new customer cost is high.
Jeroen, thanks for asking! The rate of change is accelerating so rapidly, young payments companies will displaced by younger ones.
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to really disrupt you have to be an acquirer everywhere? That is difficult for young companies.
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Jeroen, indeed. They will disrupt the disrupters as much as they disrupted legacy companies. Past is prologue.
End of conversation
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