Aug 25Liked by Colin Gardiner

This is such a useful piece - thanks, Colin. I have a question...

Would customer support and developer costs be considered as COGS or variable expense? Or neither?

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May 29Liked by Colin Gardiner

Great read!

Wondering why you include acquisition costs in the contribution margin when they are closer to fixed expenses rather than variable / COGs? Thanks!

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Great points!

What are some of the key elements that contribute to variable costs in a marketplace ? Do you see emergence of AI and automation leading to fundamentally different dynamics in cost structures for marketplaces?

You spoke about some of the below

- Customer support,

- trust/safety, insurance, and

- acquisition costs can be massive costs for the business,

.... and the list goes on.

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Apr 24Liked by Colin Gardiner

Great summary!

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