The Marketplace 100: A Glimpse Into the Future of Commerce

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 at https://a16z.com/marketplace-100.

Topics Covered:
00:00- Introduction
02:15 - Why marketplaces?
04:50 - What metrics matter
07:07 - Newcomers on the list
09:00 - Entertainment and personalization
12:53 - Curated marketplaces
13:53 - Trust and safety
20:44 - Mental health trends
22:49 - Untapped supply
24:01 - Disintermediation
27:05 - Transient vs foundational trends
31:01 - Companies entering the category
36:39 - Sleeper categories for 2024

Resources:
Find the full Marketplace 100 report: https://a16z.com/marketplace-100.
Find Connie on Twitter:   / conniechan  
Find Olivia on Twitter:   / omooretweets  
Find Zach on Twitter:   / zachcohen25  

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. For more details please see a16z.com/disclosures.