Really appreciate the transparent breakdown here. The point about PayPal prioritizing merchant incentives over buyer engagement captures something I've seen play out badly in fintech - companies that forget which side of the marketplace actually drives value. Had asimilar experience with a SaaS investment that kept discounting instead of building stickier features. The lack of founder energy on the board probably sealed the fate way before the new HP CEO showed up tbh.
I am not so acquainted with PayPal from an investing perspective. But reading your overview on the different parts PayPal owns, got me wondering. Is PP maybe becoming an interesting take over for private equity? To sell it for parts?
It is not my kind of investment plays, but I am curious how it will play out. Always fun to learn more from such situations.
Really appreciate the transparent breakdown here. The point about PayPal prioritizing merchant incentives over buyer engagement captures something I've seen play out badly in fintech - companies that forget which side of the marketplace actually drives value. Had asimilar experience with a SaaS investment that kept discounting instead of building stickier features. The lack of founder energy on the board probably sealed the fate way before the new HP CEO showed up tbh.
agree
Thanks for this honest take - more important/beneficial to hold ourselves accountable rather than only report the winners.
This level of honesty is refreshing!
I am not the only one!
Nice of you to admit your mistakes.
I am not so acquainted with PayPal from an investing perspective. But reading your overview on the different parts PayPal owns, got me wondering. Is PP maybe becoming an interesting take over for private equity? To sell it for parts?
It is not my kind of investment plays, but I am curious how it will play out. Always fun to learn more from such situations.
Respect. Can’t win them all.
Most people just hope everyone forgets their bad calls.