a16z Podcast

The Next Wave of Marketplace Startups

Mar 24, 2021

Sriram Krishnan, a partner at Andreessen Horowitz with expertise in marketplace dynamics, joins Jeff Jordan, also a partner at the firm, to dissect the evolving landscape of marketplace startups. They explore how COVID-19 reshaped consumer behavior, pushing personalized experiences to the forefront. The discussion highlights the rise of niche platforms, the acceptance of secondhand goods, and dramatic growth in online education. They also evaluate the dominance of leading companies and speculate on future trends shaping consumer spending in 2021 and beyond.

27:00

Creator website

Episode guests

Jeff Jordan

Sriram Krishnan

AI Chapters

Episode notes

Intro

2min

Marketplace Evolution During COVID-19

10min

Dominance in Marketplace GMV

3min

Navigating Growth in Unprecedented Times

2min

Revolutionizing Education: The Impact of Online Marketplaces

2min

Pandemic Spending Shifts

10min

In the tech world, marketplaces are a hot topic. That term—marketplace—encompasses a huge swath of services we use every day, from grocery delivery to online shopping to remote learning. How have marketplace dynamics changed since pre-pandemic, and what COVID-propelled consumer behaviors will persist into 2021 and beyond?

In this episode, we discuss the most promising marketplace companies and categories on the rise, based on data from the Marketplace 100, a ranking of the largest and fastest-growing consumer-facing marketplace startups and private companies.

The report provides rich fodder for looking ahead at the future of marketplaces: Which companies are on a tear and which are locked in close competition? Which marketplace categories are poised for growth, and which may make a comeback? Host Lauren Murrow is joined by a16z consumer team partners Connie Chan, D’Arcy Coolican, Jeff Jordan, and Sriram Krishnan.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.