Western Union
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 7, 2022 by David Frankel · said 7 times in 4 episodes since 2019 · across every show →
Mentions by year
brought up most by Nilan Peiris (4), Sid Sijbrandij (1), Michael Mauboussin (1), David Frankel (1)
tap a year for its mentions
2024 4 mentions in 1 episode
2022 2 mentions in 2 episodes 1 per episode
- Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
- 20VC: Biggest Lessons and Challenges Building One of the Most Successful Seed Funds, How To Manage Investor Psychology, Self-Doubt and Insecurity & The Secret to Truly Successful Venture Partnerships with David Frankel, Co-Founder @ Founder Collective
- every mention in 2022, scene by scene →
Everything said about Western Union, oldest first
Feb 7, 2022 negative
Frankel passed on Remitly after Sequoia's Roelof Botha raised diligence concerns
“Beam at Mobile, Matt Oppenheim comes to mind. I loved what he was doing, and then I got into diligence, and I spoke to Rulof Buerta, who was in Zoom, and he helped talk me out of it, just talking about how difficult, you know, foreign kind of compensation was,…”
Jul 26, 2024 negative
Western Union's high margins allow them to outspend Wise on search marketing
“Western Union is like seven to eight times more expensive than WISE. So they could spend seven to eight times more than us on marketing. And therefore there's no way we would ever be able to compete on those SEM key head terms.”