Greatest Hits: Investing in Marketplaces with Sarah Tavel and Nabeel Hyatt
Village Global Podcast
00:00
Is There a Winner Take All in Market Places?
I think what we've learned is that the peerteel style, there's a natural monopoly, and market places create a win or take all. But be is not a lone market place, amazon market places, it's a majority of amazons business a. You can't find a market place at scale that doesn't have at least an oligopoly type structure. And then there's like the fringes ters, like the longer tail. There's definitely all te goplies that naturally form in most of these areas. But but the profitability, thatsju you know, the network effects or profitability of these businesses are our best when they are and winter take most.
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