John Huber of Saber Capital Management presented his in-depth investment thesis on Etsy (US: ETSY) at Best Ideas 2021. The full session is available exclusively to members of MOI Global. Members, log in below to access the full session. Username or email address * Password * Or log in...
two-sided marketstaxationdigital marketplacesdigital contentnetwork benefitssales taxWithin a platform marketplace consumers purchase both the platform and content for the platform from the seller side of the market. For example, consumers purchTremblay, Mark J...
A two-sided marketplace lets parties of producers and consumers interact with one another, and creates network effects between them through a platform intermediary. The platform’s business model is to take a percentage of the transacted value for connecting producers and consumers. The platform ...
Airbnb and Uber—two massively successful marketplace apps—have spawned countless imitators, from Plowz ("Uber for snow plows") to Swimply ("the Airbnb of swimming pools"). All of these are two-sided marketplaces, a platform that connects buyers and sellers....
简单来讲,内容的供给和需求来自不同的地方,就可以理解为two sided marketplace,比如淘宝(买家很少同时也是卖家)和滴滴打车(司机和乘客是两个人群)。相应的,one sided marketplace的典型代表就是Facebook和微信,内容的生产和消费来自同一群人。有趣的是,同一个业务在不同的市场,可能表现为不同的属性。比如Craiglis...
The literature concerning hybrid platforms is sprouting, with a particular interest in understanding whether having a hybrid platform is to be preferred to a pure marketplace case. Hagiu and Spulber (2013) introduced investment in first-party content as a strategic variable for two-sided platforms ...
Another two-sided marketplace platform that uses value propositions to tap into the network effect is Waze. Waze sells advertising space to local businesses that want to target drivers in a specific geographic area. In exchange for viewing these ads, Waze users gain access to live traffic informa...
For example, it is typical to identify Amazon as a platform firm and automobile manufacturers as traditional one-sided firms. However, Amazon has always sold books in a one-sided manner and, to the extent that it is expanding the sales of its own branded products on its marketplace, it ...
Rob: Got it. As we move towards wrapping up, I have one final question for you. You’ve been building this business now for 18 months through a pandemic, built a two-sided marketplace essentially from scratch. What’s been the hardest thing about doing that for you personally?
seeing a larger potential marketplace, will then pay a higher price to access the platform. Two-sided marketplaces have an advantage over traditionalone-sided markets(often found in service or manufacturing-oriented businesses), which at some point experience diminishing returns on market growth (cus...