Take Rate | Marketplaces

Marketplace Memo #18 - Agent-Led Marketplaces, SaaS Crash and More

OpenClaw Marketplaces, Marketplaces Outperform SaaS, eBay Acquires Depop, OpenAI Launches Ads, Etsy and Wayfair Now in Google Gemini, Airbnb Q4 GBV Up…

6 hrs ago • Colin Gardiner

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Yonder Fund I: $4.64M to Back Marketplace Founders Building New Economies

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

Feb 2 • Colin Gardiner

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January 2026

Marketplace Memo #17 - 2025 Wrapped and More!

2025 Marketplace Wrap-up, Boatsetter/Getmyboat and Coursera/Udemy Mergers, Coinbase and Kalshi Partner, Shopify and Uber Integration, Grindr All in on…

Jan 7 • Colin Gardiner

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November 2025

Marketplace Memo #16

Whatnot Raises $225M at $11.5B, Mercor Raises $350M at $10B, Whop Hits $2B GTV and $142M Revenue, Kalshi x StockX and Coinbase, GetYourGuide $1B…

Nov 23, 2025 • Colin Gardiner

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October 2025

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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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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, 2025 • Colin Gardiner

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