Sherman Leung
Jan 6, 2018 · 1 min read

Think it is worth considering that Venmo was bought out by Braintree vs. Square going public and Square cash being a product feature of a larger strategy. My takeaway from a market perspective was that Venmo never had the TAM size that Square had access to being just a mobile payments platform.

    Sherman Leung

    Written by

    Investing @AlleyCorp, aspiring physician-investor/innovator

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