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Jayme Hoffman
@jayme
I’ve been thinking about marketplaces a lot lately. One recent observation is that the value of a marketplace is often correlated to the potential upside for the supply side. For example, the average Airbnb ($72B) host earns way more than the average Poshmark ($1B) seller. Potential upside is also often correlated to supply-side frequency and retention. A Door Dasher earning a part-time to full-time living on the platform is much more likely to return than a parent selling their kid's bike on Craiglist.
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Jared Hecht
@jaredhecht.eth
Another cut of this is can you make a living on it or do you just intermittently use it for extra cash?
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🌶️ ZACH HARRIS 📿
@zachharris.eth
@jayme what are your thoughts on marketplaces to sell businesses? We are currently seeing a massive transfer of wealth from older generations to younger ones. And with this, I believe we will also start to see a huge, digital transformation, largely kickstarted by marketplaces like this.
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Brian Li 🍊👾
@bli.eth
Are these charts about upside potential? Because it would be interesting to look at median earnings as well. I assume the median on Doordash is much higher than on Etsy. Also worth segmenting by scalability which might be a proxy for goods/services
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Diego
@d1ego
Two additional considerations that drive value for marketplaces and might not reflect the correlation you point to: 1. marketplaces that have frequent interchangeability between demand and supply-side (e.g. Airbnb hosts being guests also) and Reed's law (that goes beyond Metcalfe's law and points to the multiplicity of subgroups or use cases each node could have)
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Hopscotch Team
@hopscotch
Maybe we start to see each of these categories saturate the rows above and below.
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Nik (ezbek)
@ezbek
I'm supporting you through /microsub! 24 $DEGEN (Please mute the keyword "ms!t" if you prefer not to see these casts.)
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