Category
Getting your first supply, solving cold start, and driving transactions.
3 insights
Comprehensive, exclusive, or curated — the supply strategy you pick determines your growth model, your competitive moat, and whether you can actually own demand. Most founders never explicitly make this choice.
The founder of Chowbus started by convincing one restaurant owner with a handmade order operation. Today half their restaurant partners are exclusive. The strategy was never about scale — it was about depth.
Many early-stage marketplaces fail to reach meaningful traction despite having both supply and demand. Liquidity — not user count — is the real problem.