Marketplace Network Effects Deck
Recall marketplace defensibility checks for network effects and multi-tenanting.
Growth vs moat Virality or network effect? A marketplace can have one, both, or neither. Do not confuse them. Liquidity What does marketplace liquidity mean in practical terms? The right buyer can find the right supply, and the right seller can find qualified demand, within an acceptable time and quality threshold. Raw supply count is not enough if matching quality is poor. Multi-tenanting Suppliers can list on every marketplace, but that is fine because we will have more buyers. The team ignores how easy it is for suppliers to split attention across platforms. Your line More buyers helps, but we…
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