a16z Podcast The Marketplace 100: A Glimpse Into the Future of Commerce
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Mar 23, 2023 
In this engaging discussion, Connie Chan, Olivia Moore, and Zach Cohen, all consumer partners at Andreessen Horowitz, dive into the evolution of marketplaces. They explore why trust is key to success and how curated experiences are reshaping consumer behavior. The trio highlights newcomers in the Marketplace100 and discusses mental health services' transformation through online platforms. Innovations like video shopping are examined, along with how social media is revolutionizing commerce, creating exciting opportunities in this dynamic landscape.
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Marketplace Advantages
- Marketplaces are attractive business models due to strong defensibility and network effects.
- Larger marketplaces become harder to disrupt and more beneficial to all participants.
Key Marketplace Metrics
- Gross Merchandise Value (GMV) is a key metric for evaluating marketplaces, reflecting consumer spend.
- Other important factors include growth in active supply and demand, conversion rates, and retention.
Marketplace Newcomers
- The Marketplace 100 saw 34 newcomers, including Rock Auto, a bootstrapped auto parts marketplace.
- Some marketplaces prioritize inventory volume over elaborate listing designs.