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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, 2025
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Colin Gardiner
40
6
15
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
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Colin Gardiner
22
8
8
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, 2025
•
Colin Gardiner
26
8
7
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
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Colin Gardiner
38
7
Marketplace Startup Fundraising 2023
Trend data from Carta, marketplace benchmarks from FJ Labs and more!
Sep 11, 2023
•
Colin Gardiner
15
9
2
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
16
3
5
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
21
3
4
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
22
14
6
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
17
3
5
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
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Colin Gardiner
11
4
5
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, 2025
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Colin Gardiner
19
5
12
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, 2025
•
Colin Gardiner
13
1
3
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