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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
16 hrs ago
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Colin Gardiner
22
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Take Rate | Marketplaces
The VC Fund I Wish Existed: Yonder Fund I
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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
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Colin Gardiner
15
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Marketplace Memo #14
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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
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Colin Gardiner
11
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Marketplace Memo #13
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1
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
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Colin Gardiner
18
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Take Rate | Marketplaces
Vampire Attacks: How Marketplaces Overcome the Chicken-and-Egg Problem
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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
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Colin Gardiner
11
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Take Rate | Marketplaces
Marketplace Memo #12
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4
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
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Colin Gardiner
8
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Marketplace Memo #11
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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
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Colin Gardiner
7
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Take Rate | Marketplaces
Marketplace Memo #10
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2
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
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Colin Gardiner
8
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Take Rate | Marketplaces
Marketplace Memo #9
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March 2025
Marketplace Memo #8
Stubhub IPO, Mercor at $100M Run Rate, Napster Comeback, Flexport Lawsuit, Pickle Raises $12M and Much More!
Mar 26
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Colin Gardiner
11
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Take Rate | Marketplaces
Marketplace Memo #8
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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
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Colin Gardiner
13
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Take Rate | Marketplaces
Marketplace Memo #7
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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
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Colin Gardiner
25
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Take Rate | Marketplaces
Marketplace Startup Fundraising 2025
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6
February 2025
Marketplace Memo #6
Uber with Guns, $100M at $2B for Mercor, Getaround shuts US down, Turo pulls IPO, $81.8B in GMV for Airbnb and much more.
Feb 24
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Colin Gardiner
10
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Take Rate | Marketplaces
Marketplace Memo #6
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1
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