How AI Is Actually Changing Marketplace Mechanics (Not Just the UI)
A16z analyzed how generative AI reshapes supply and demand across marketplaces. The real insight isn't about features — it's about which marketplace types survive and which don't.
How to recruit and onboard your supply side.
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A16z analyzed how generative AI reshapes supply and demand across marketplaces. The real insight isn't about features — it's about which marketplace types survive and which don't.
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.
A growing number of niche marketplaces are outperforming horizontal platforms. The reason is not what most founders think.
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.