The a16z Marketplace 100: 2020 | Andreessen Horowitz

7 out of  a16z ’s latest Marketplace 100 are resale marketplaces.  2 of these 7 are in the top 10 (GOAT, StockX).  Since last year, 3 resale marketplaces “graduated” via IPO or acquisition (Depop, 1stDibs, Tradesy).

Covid-19 has created short-term winners and losers. But the more structural impact is that trends already under way have been accelerated. Everything was already moving online. Now this is happening even faster. Online marketplaces now have a combined value of $814 billion globally. 58% of consumer marketplaces could be well-positioned to navigate ... See more

From charging admission to events on Clubhouse, newsletter subscriptions on Substack, or shopping with an expert on Curated, there’s no end to the ways commerce can fuel the next evolution of online business—driven by an empowered seller who’s finding a world of opportunity in the new 1:1 economy.

Verishop is one in a hopeful generation of third-party marketplaces. This new cohort includes competitors like Italic and Verticale. Despite the next generation’s current momentum, the most powerful marketplace isn’t one of them. Audience is the weighted advantage in social commerce, which makes the most powerful eCommerce marketplace Instagram.

- GMV TAM: How much B2B spend could the marketplace facilitate at scale?