Episode 47: Marketplace Trends

Given that I have been building and investing in marketplaces for 26 years you might think that everything that needed to be built has already been built, but nothing could be further from the truth. In many ways, we are still at the beginning of the marketplace revolution with lots of exciting new trends.

In this episode, I cover: 

• Cross border commerce.
• Live commerce.
• New goods verticals supported by service layers.
• High take rate business models based on convenience.
• Climate tech.
• AI enabled marketplaces.
• B2B marketplaces:
  • Marketplace for inputs.
  • SMB enablement.
  • Friendshoring.
  • B2B labor marketplaces.
  • Business infrastructure.
  • B2B recommerce.

The episode was highly interactive with dozens of audience questions. Here are some of the questions that I answered:

• What types of marketplaces can function in real estate?
• What are the valuation multiples I am seeing at investment and exit?
• What is the best platform to build a marketplace on?