Take Rate | Marketplaces

Take Rate | Marketplaces

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February 2025

Marketplace Memo #6
Uber with Guns, $100M at $2B for Mercor, Getaround shuts US down, Turo pulls IPO, $81.8B in GMV for Airbnb and much more.
 • 
Colin Gardiner
1
Peer-to-Peer #2: $800B Excess Inventory Market With Amantha Bagdon of RxPost and Amrita Bhasin of Sotira
Amantha of RxPost and Amrita of Sotira talk about their experiences building excess inventory marketplaces in pharmaceutical and consumer packaged goods…
 • 
Colin Gardiner
, 
Amantha Bagdon
, and 
Amrita Bhasin
45:21
Marketplace Memo #5
Fay and Berry Street Both Raise $50M, Cracked and Nulled Taken Down by International Police Operation, Spencer Rascoff Joins Match Group as CEO, Kalshi…
 • 
Colin Gardiner
1
The Founder's Toolkit #1: Starting Your Fundraising and Building Your Investor Pipeline
This is an in-depth guide to starting your fundraising process and building your investor pipeline. It includes a FREE Google Sheets CRM template for…
 • 
Colin Gardiner
5

January 2025

I Found Product-Market Fit 🎉
Some exciting news about the future of Take Rate! The gist? It is only going to get better and better.
 • 
Colin Gardiner
3
Marketplace Memo #4
Silk Road Founder pardoned, OpenAI releases Operator featuring marketplaces, Uber CEO says drivers safe from AVs for now, Bumble CEO is out; Founder is…
 • 
Colin Gardiner
1
Peer-to-Peer #1: Uber, AI and Marketplaces with Scott Gorlick
Scott and I nerd out on marketplaces talking about the early days at Uber and the future of marketplaces in the world of AI.
 • 
Colin Gardiner
 and 
Scott Gorlick
8
37:55
Marketplace Memo #3
Uber is cash-flowing, steals Delta from Lyft, eBay listing on Meta, REI shutters experiences, Mercor grows 6,400%, Whatnot raises $265M and much more!
 • 
Colin Gardiner
5
The Complete Guide to Optimizing Your Substack for SEO
Search engine optimization (SEO) can significantly boost your Substack newsletter's visibility and help you reach a wider audience.
 • 
Colin Gardiner
19
AI and Marketplaces: The Future is Agent-Led Marketplaces
The rise of agentic AI will transform marketplaces from passive aggregators to active facilitators of transactions. The future is Agent-Led…
 • 
Colin Gardiner
7
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