In the past few months I’ve looked at quite a few commerce marketplaces and social networks. One thing I’ve been trying to understand more deeply is the set of circumstances when commerce networks tip toward winner-take-all outcomes, with one dominant network accounting for the bulk of transactional activity. This blog post is very much a […]
Read More “Commerce Marketplaces, Network Effects, and Winner-Take-All Outcomes”
A few days ago I was trying to find two new-ish apps, Jelly and Secret and I went to the App Store and just tried to find them via search. The results were not encouraging. I got a lot of results that were not at all what I was looking for. It turns out that […]
In the past three years I have had the pleasure of meeting many marketplace companies looking for seed funding. I have also had the privilege of investing in quite and continue to learn along the way. One of the things I spend a lot of time thinking about and exploring is what drives “leakage” and […]
