Mambu Aiming to Power a banking Disruption
A recurring theme that I talk about is how traditional sectors, bloated with process and seemingly unable to innovate, are ripe for disruption. Two areas of particular interest are the telecommunications and banking industries. banking in particular is an industry that is heavily protected by regulation. This regulation helps it
And So Begins the End of this SaaS M&A Cycle
… and hence the acquisition dies due to excessive capital requirements. It’s almost impossible to blend a profitable entity with a new acquisition that is burning tens of more millions per year, unless it’s a total make-the-company bet like Android.