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The Marketplace 100: A Glimpse Into the Future of Commerce

Over the last decade, we’ve seen the marketplace model evolve and grow, and this year a16z is back with our fourth edition of the Marketplace100 – a ranking of the top private marketplaces by GMV – giving a unique window into what may be to come. This year’s list features nearly three dozen newcomers, including marketplaces for refurbished electronics, precious metals, and sustainably raised meat. And in this episode, we break down key trends from the report together with a16z’s Consumer partners Connie Chan, Olivia Moore, and Zach Cohen. If you’d like to see the full ranking of the largest consumer-facing marketplace startups and private companies, you can find the full report at https://a16z.com/marketplace-100. Topics Covered: 00:00- Introduction 02:15 - Why marketplaces? 04:50 - What metrics matter 07:07 - Newcomers on the list 09:00 - Entertainment and personalization 12:53 - Curated marketplaces 13:53 - Trust and safety 20:44 - Mental health trends 22:49 - Untapped supply 24:01 - Disintermediation 27:05 - Transient vs foundational trends 31:01 - Companies entering the category 36:39 - Sleeper categories for 2024 Resources: * Find the full Marketplace 100 report: https://a16z.com/marketplace-100. * Find Connie on Twitter: https://twitter.com/conniechan * Find Olivia on Twitter: https://twitter.com/omooretweets * Find Zach on Twitter: https://twitter.com/zachcohen25 Stay Updated: * Find a16z on Twitter: https://twitter.com/a16z * Find a16z on LinkedIn: https://www.linkedin.com/company/a16z * Subscribe on your favorite podcast app: https://a16z.simplecast.com/ * Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. For more details please see a16z.com/disclosures.

Steph SmithhostConnie ChanguestOlivia MooreguestZach Cohenguest

Mar 23, 202346mWatch on YouTube ↗

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EPISODE INFO

Released: March 23, 2023
Duration: 46m
Channel: a16z
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

Over the last decade, we’ve seen the marketplace model evolve and grow, and this year a16z is back with our fourth edition of the Marketplace100 – a ranking of the top private marketplaces by GMV – giving a unique window into what may be to come. This year’s list features nearly three dozen newcomers, including marketplaces for refurbished electronics, precious metals, and sustainably raised meat. And in this episode, we break down key trends from the report together with a16z’s Consumer partners Connie Chan, Olivia Moore, and Zach Cohen. If you’d like to see the full ranking of the largest consumer-facing marketplace startups and private companies, you can find the full report at https://a16z.com/marketplace-100. Topics Covered: 00:00- Introduction 02:15 - Why marketplaces? 04:50 - What metrics matter 07:07 - Newcomers on the list 09:00 - Entertainment and personalization 12:53 - Curated marketplaces 13:53 - Trust and safety 20:44 - Mental health trends 22:49 - Untapped supply 24:01 - Disintermediation 27:05 - Transient vs foundational trends 31:01 - Companies entering the category 36:39 - Sleeper categories for 2024 Resources:
Find the full Marketplace 100 report: https://a16z.com/marketplace-100.
Find Connie on Twitter: https://twitter.com/conniechan
Find Olivia on Twitter: https://twitter.com/omooretweets
Find Zach on Twitter: https://twitter.com/zachcohen25
Stay Updated:
Find a16z on Twitter: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Subscribe on your favorite podcast app: https://a16z.simplecast.com/
Follow our host: https://twitter.com/stephsmithio
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. For more details please see a16z.com/disclosures.

SPEAKERS

Steph Smith
host
Host at a16z who moderates discussions on technology and business.
Connie Chan
guest
Investor at a16z focused on marketplaces and commerce.
Olivia Moore
guest
a16z investor/analyst covering marketplaces and consumer technology.
Zach Cohen
guest
a16z investor focused on marketplaces and commerce trends.

EPISODE SUMMARY

In this episode of a16z, featuring Steph Smith and Connie Chan, The Marketplace 100: A Glimpse Into the Future of Commerce explores a16z Partners Unpack Marketplace 100 Trends: Curation, Video, Trust, and AI Connie Chan explains that a16z loves marketplaces for their defensibility and network effects, and the 2023 list ranks private marketplaces by 2022 GMV using anonymized credit card data from Consumer Edge across more than 12,000 companies.

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