Take Rate | Marketplaces
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AI and Marketplaces: The Future is Agent-Led Marketplaces
The rise of agentic AI will transform marketplaces from passive aggregators to active facilitators of transactions. The future is Agent-Led…
Jan 5
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Colin Gardiner
36
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Take Rate | Marketplaces
AI and Marketplaces: The Future is Agent-Led Marketplaces
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7
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
16
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Take Rate | Marketplaces
Vampire Attacks: How Marketplaces Overcome the Chicken-and-Egg Problem
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6
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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Marketplace Startup Fundraising 2025
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6
Marketplace Startup Fundraising 2023
Trend data from Carta, marketplace benchmarks from FJ Labs and more!
Sep 11, 2023
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Colin Gardiner
15
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Marketplace Startup Fundraising 2023
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9
Why is Marketplace Revenue so Funky?
Why GMV can be a vanity metric, why the take rate is so important and why contribution margins are so poor
Apr 24, 2023
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Colin Gardiner
20
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Why is Marketplace Revenue so Funky?
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14
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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Marketplace Memo #12
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4
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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1
The Founder's Toolkit #1: Starting Your Fundraising and Building Your Investor Pipeline
This is an in-depth guide to starting your fundraising process and building your investor pipeline. It includes a FREE Google Sheets CRM template for…
Feb 3
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Colin Gardiner
16
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Take Rate | Marketplaces
The Founder's Toolkit #1: Starting Your Fundraising and Building Your Investor Pipeline
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5
Marketplace Memo #3
Uber is cash-flowing, steals Delta from Lyft, eBay listing on Meta, REI shutters experiences, Mercor grows 6,400%, Whatnot raises $265M and much more!
Jan 13
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Colin Gardiner
15
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Take Rate | Marketplaces
Marketplace Memo #3
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5
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 #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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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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