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 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: a16z.com/marketplace-100.
* Find Connie on Twitter: / conniechan
* Find Olivia on Twitter: / omooretweets
* Find Zach on Twitter: / zachcohen25
Stay Updated:
* Find a16z on Twitter: / a16z
* Find a16z on LinkedIn: / a16z
* Subscribe on your favorite podcast app: a16z.simplecast.com/
* Follow our host: / stephsmithio
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.

[@a16z]

Don't forget to check out the full report: a16z.com/marketplace-100/

[@alainportant6412]

I can"t. Whoever coded this website should go back to school.
This piece of shit crashed at least 5 times in 3 minutes, I can't even scroll the top100 without it crashing.

[@brigadeweb]

Can't believe this is free. Thanks for sharing.

[@a16z]

Timestamps!
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

[@romanrodriguez4322]

Connie Chan was one of the most influential individuals who convinced me to take on creating a marketplace startup 🔥

[@hayatimbirroman]

Had to change the playback speed to 0.75x

[@MikeWilliamsYoroomie]

Awesome episode and love the focus on more marketplace content!

[@barbarosozturk]

Loved this episode! Thanks for sharing.

[@ejcristales187]

thank you this is pretty insightful :) I'm looking towards working on a market place startup.

[@solalawal]

Steph FTW - so good at this! Great list!

[@australianmarketplaceause1342]

Excellent 👏 - thank you for sharing

[@BigDataLogin]

Cool

[@user-dt1ik3gv9b]

great infor

[@DippinSauc]

Slow down. Speak a bit slowly. Come on

[@getsharp]

She’i fast on her feet, walks fast, talks fast, moves fast, ships fast.
Adapt or die

[@neonarm8325]

Do you know you can choose the playback speed in CZcams? 🤡

[@user-dt1ik3gv9b]