Interesting call w/ Wall Street analysts on payment company stocks and possible IPOs. Explained why attrition & new customer cost is high.
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Replying to @BrianRoemmele
I believe they will soon become similar to telecom companies and the brave new startups will create their own path/network.
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Replying to @BMPayments
Sam, indeed! Wait till you see the next crew of payment innovators I have met with! They will disrupt the disrupters!
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Replying to @jeroen
Jeroen, thanks for asking! The rate of change is accelerating so rapidly, young payments companies will displaced by younger ones.
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Replying to @BrianRoemmele
to really disrupt you have to be an acquirer everywhere? That is difficult for young companies.
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Replying to @jeroen
Jeroen, indeed. They will disrupt the disrupters as much as they disrupted legacy companies. Past is prologue.
9:15 AM - 9 Jun 2016
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