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sgoeldi
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Many thanks MLG, very interesting post!
This is a great example of a company mastering its core, and then growing into new customer segments. Reading the growth story, I wondered what role Total S.A. played in this success. Did they provide leverage in getting partnerships/acquisitions and/or financing? And looking ahead, would you see value of carving-out the SunPower business at some point?
Great articel Tina! You deserve your 8th comment.
Building on Arturo’s point, besides defending the US market, I would also be curious how Venmo could scale internationally (the question you raise at the end of your post). Are the more advanced online banking systems too much of a entry barrier or does the network effect alone create enough value for consumers? Could they integrate more with Facebook to make it even easier to adapt?