The cost of managing a managed or complex marketplace.
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Apollo Global Management's chief economist Torsten Slok analyzed the S&P 500 minus its seven largest tech companies and found no measurable improvement in profit margins or revenue per worker attributable to AI. Despite heavy corporate investment in AI tools, the financial data s
A wave of major AI-era deals — including Schneider Electric's $22.6B acquisition of PTC, ServiceNow's acquisition of Moveworks, and the Synopsys-OpenAI partnership — share a common logic: buying or partnering into established customer workflows rather than competing on AI capabil
DoorDash unveiled DoorDash Air, its drone delivery service, at its Dash Forward 2026 event. Rather than starting with the aircraft, the company first solved ground-level logistics: restaurant handoffs, packaging, and loading systems. The drone itself came last. The service is und
Cybersecurity firm UpGuard found roughly 16,000 Supabase-hosted databases publicly exposing sensitive user data — including names, addresses, passwords, and authentication tokens. The root cause is not a platform vulnerability but misconfiguration by developers, many of whom buil
Baselayer, a San Francisco-based identity verification startup, raised $35 million in Series A funding to extend its business verification technology to AI agents. The company already serves over 2,000 financial institutions with Know Your Business (KYB) tools. Its new product —
Revolut, the British fintech with over 80 million customers, confirmed it handed sensitive customer data to an unauthorized third party after being tricked by fraudulent requests sent from a spoofed legitimate government agency email domain. The exposed data included passports, d
IDScan, a Louisiana-based ID verification service used by entertainment venues, cannabis dispensaries, and other businesses, confirmed that hackers stole over 150 million driver's license records during a year-long breach. The stolen data includes full names, driver's license num
Practitioner survey reveals three structural shifts reshaping marketplaces: niche beats generalist, re-commerce becomes core, and AI automation turns into competitive moat.
Profitability has overtaken GMV growth as the top goal for marketplace operators in 2026, signalling a fundamental shift in how success is defined.
The biggest marketplace growth constraint in 2026 isn't demand — it's vendor onboarding complexity and failure to activate suppliers through to first sale.
a16z partner Olivia Moore published an updated thesis on AI and marketplaces, walking back her 2023 prediction that AI would create entirely new marketplace categories. Instead, the evidence shows AI is reviving previously failed marketplace models — specifically those that colla