Yeah. Ultimately they're both trying to deliver incremental improvements to the developer-friendly full-stack payment platform model that had already been validated by Braintree as an incremental improvement on payment platforms that had been around since before the internet. It's updating an old, unfashionable industry for an audience in a particular part of the world, not making "a game that looks a bit like Foo" or yet another Groupon clone. Being incubated by Rocket Internet doesn't necessarily make you a vastly worse-run company than being incubated by YC.