Take Rate | Marketplaces

Take Rate | Marketplaces

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Marketplace Memo #17 - 2025 Wrapped and More!

2025 Marketplace Wrap-up, Boatsetter/Getmyboat and Coursera/Udemy Mergers, Coinbase and Kalshi Partner, Shopify and Uber Integration, Grindr All in on AI, Whop Powers mirco1 Payments and Much More!
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Marketplace Memo #16
Whatnot Raises $225M at $11.5B, Mercor Raises $350M at $10B, Whop Hits $2B GTV and $142M Revenue, Kalshi x StockX and Coinbase, GetYourGuide $1B…
 • Colin Gardiner
Marketplace Memo #15
OpenAI Launches Apps, Purchasing and Jobs, Lime Hits 1B Trips, Faire Projects $500M Revenue, Scale AI Sues Mercor, Kalshi Raising at $5B, Polymarket at…
 • Colin Gardiner
The VC Fund I Wish Existed: Yonder Fund I
Yonder is an early-stage fund led by Colin Gardiner that invests in marketplaces that build new economies
 • Colin Gardiner
Marketplace Memo #14
AWS Launches AI Agent Marketplace, Opendoor Stock Up 180%, Polymarket Buys QCEX for $112M, Swimply CEO is Back, OpenSea Acquires Rally, Turo Acquires…
 • Colin Gardiner
Marketplace Memo #13
Kalanick Robotaxi Reboot, Shopify Opens Up to OpenAI, Bumble CEO lays off 30%, Mercor Gets Offers up to $10B, Clutch Reaches $1B Car Sales, Kalshi…
 • Colin Gardiner
Vampire Attacks: How Marketplaces Overcome the Chicken-and-Egg Problem
The chicken or the egg growth strategy that helped launch marketplaces like Airbnb, Uber, and Thumbtack by pulling users from established platforms like…
 • Colin Gardiner
Marketplace Memo #12
Meta’s Bet on Scale AI Scales AI Marketplaces, Amazon Bedrock AI Marketplace, DoorDash Ads Hit $1B, Peloton Launches Marketplace, Temu Loses 58% of U.S…
 • Colin Gardiner
Take Rate | Marketplaces
Take Rate | Marketplaces
Startup and Marketplace Musings for Operators by Operators
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