Take Rate | Marketplaces

Marketplace Memo #15

OpenAI Launches Apps, Purchasing and Jobs, Lime Hits 1B Trips, Faire Projects $500M Revenue, Scale AI Sues Mercor, Kalshi Raising at $5B, Polymarket at…

Oct 20 • 

Colin Gardiner

16

3

4

August 2025

The VC Fund I Wish Existed: Yonder Fund I

Yonder is an early-stage fund led by Colin Gardiner that invests in marketplaces that build new economies

Aug 19 • 

Colin Gardiner

33

7

July 2025

Marketplace Memo #14

AWS Launches AI Agent Marketplace, Opendoor Stock Up 180%, Polymarket Buys QCEX for $112M, Swimply CEO is Back, OpenSea Acquires Rally, Turo Acquires…

Jul 22 • 

Colin Gardiner

15

3

Marketplace Memo #13

Kalanick Robotaxi Reboot, Shopify Opens Up to OpenAI, Bumble CEO lays off 30%, Mercor Gets Offers up to $10B, Clutch Reaches $1B Car Sales, Kalshi…

Jul 7 • 

Colin Gardiner

11

1

4

June 2025

Vampire Attacks: How Marketplaces Overcome the Chicken-and-Egg Problem

The chicken or the egg growth strategy that helped launch marketplaces like Airbnb, Uber, and Thumbtack by pulling users from established platforms like…

Jun 23 • 

Colin Gardiner

21

8

8

Marketplace Memo #12

Meta’s Bet on Scale AI Scales AI Marketplaces, Amazon Bedrock AI Marketplace, DoorDash Ads Hit $1B, Peloton Launches Marketplace, Temu Loses 58% of U.S…

Jun 17 • 

Colin Gardiner

11

4

5

Marketplace Memo #11

Airbnb Launches Services, Doordash $1.2B SevenRooms Acquisition, Instacart and Tinder CEOs Step Down, Uber Partners with OpenTable and Turo, Wander…

Jun 2 • 

Colin Gardiner

8

4

April 2025

Marketplace Memo #10

Facebook Marketplace has 1.2B MAU, Fora raises $35M, Lyft going to Europe, Turo layoffs, Temu cuts all Google Shopping Ads, Thumbtack makes $400M in…

Apr 28 • 

Colin Gardiner

7

2

1

Marketplace Memo #9

Uber partners with Opentable, Solace raises $60M, Cargado raises $12M, Tinder AI Flirting Bot, Illicit Marketplace Does $24B, AppSumo is 15, Amazon Lets…

Apr 9 • 

Colin Gardiner

8

1

March 2025

Marketplace Memo #8

Stubhub IPO, Mercor at $100M Run Rate, Napster Comeback, Flexport Lawsuit, Pickle Raises $12M and Much More!

Mar 26 • 

Colin Gardiner

11

1

1

Marketplace Memo #7

Amazon Surpasses Walmart, Prosus Buys Just Eat Takeaway.com, Booking.com hits $165.6B GBV, David's Bridal to Build a Marketplace and Much More!

Mar 11 • 

Colin Gardiner

13

1

3

Marketplace Startup Fundraising 2025

State of the union on marketplace fundraising in 2025, investment trend data from Carta, benchmarks from FJ Labs and more!

Mar 3 • 

Colin Gardiner

26

7

7