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Marketplaces Deep Dive with Ramesh Johari
ACQ2 by Acquired
Are You Overfitting Some Model to a Very Few Examples?
The reason why uber lift can justify almost twice as high a vatake rate is because the supply is a lot more commoditized. If you have something extremely differentiated, like unique vacation homes everywhere, then they can actually justify taking more value in that transaction. And i think one of the reasons that's hard to answer that question observationally by what we see in the market, is that we're not in steady state yet.
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