Over the last decade, we’ve seen the marketplace model evolve and grow, and this year a16z is back with our fourth edition of the Marketplace100 – a ranking of the top private marketplaces by GMV – giving a unique window into what may be to come.
This year’s list features nearly three dozen newcomers, including marketplaces for refurbished electronics, precious metals, and sustainably raised meat. And in this episode, we break down key trends from the report together with a16z’s Consumer partners Connie Chan, Olivia Moore, and Zach Cohen.
If you’d like to see the full ranking of the largest consumer-facing marketplace startups and private companies, you can find the full report https://a16z.com/marketplace-100.
00:00 – Introduction
02:28 – Why marketplaces?
05:18 – What metrics matter
07:55 – Newcomers on the list
09:49 – Entertainment and personalization
13:46 – Curated marketplaces
14:47 – Trust and safety
21:23 – Mental health trends
22:42 – Untapped supply
24:40 – Disintermediation
27:42 – Transient vs foundational trends
31:33 – Companies entering the category
36:52 – Sleeper categories for 2024
Connie Chan is a General Partner at Andreessen Horowitz where she focuses on investing in consumer technology.
Olivia Moore is a partner on the consumer tech team at Andreessen Horowitz, where she focuses on marketplace startups.
Zach Cohen is a partner on the consumer tech team at Andreessen Horowitz, where he focuses on companies building at the application layer in generative AI.
The a16z Podcast discusses the most important ideas within technology with the people building it. Each episode aims to put listeners ahead of the curve, covering topics like AI, energy, genomics, space, and more.