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Mike Ghaffary (Canvas Ventures) - How to Evaluate Online Marketplaces, Why This is a Contrarian time to Invest in Consumer
The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing I Brands
What Makes Market Places So Attractive?
Market places are attractive businesses to invest in for venture capitalists. There's just a lot of stickiness and lock in when you build up a lot of supply. Once you get that supplying demand, you just have such strong defensibility. It's not always first mover, but first to scale for market place gets the advantage. And so as an investor or an auctioner trying to start businesses...you really like ability.
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