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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 Is a Market Place?
i wanted to focus our conversation on market places, since you've written a lot of material on the subject. There's three rough categories you could put these in. The classic one is matching supply and demand for buyers and sellers. That's started with e b. And then finally, whether you put this in the kind of product or service bucket or you create a new category of its own, there is a rental market place. It was actually, in a way, eb's thesis had the last laghtbecause this amazon market place of opening up to other buyers and sellers became a bigger business.
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