by Robert Solomon | Feb 2, 2026 | Marketplaces
There are many great articles written about marketplace take rates. Another great one appeared recently from CJ Gustafson of Mostly Metrics, whose newsletter I subscribe to, and I suggest you do as well. Here’s CJ’s “money shot” of take...
by Robert Solomon | Nov 18, 2025 | B2B Software, Industry Concentration, Marketplaces, Travel |
I travel a fair bit, and I’m cheap, so I compare Uber and Lyft prices on most trips. Do you? (Let me know in the comments.) How Many...
by Robert Solomon | Feb 12, 2024 | B2B Software, CPG/Retail, Farming, Healthcare, Marketplaces, Retail
Applico recently published its third annual listing of the Top 50 B2B Marketplaces. It’s a quirky list: it only includes product marketplaces, not services it’s based on companies that are private and based primarily in the US the criteria for ranking are...
by Robert Solomon | Jan 10, 2024 | B2B Software, Financial services, Industry Big Data, Marketplaces
The latest controversy around Carta, the equity management software company, has been a soap opera. There is excellent coverage from Dan Primack on Axios here and here. After summarizing the breathtaking timeline, I provide a few observations: Carta Background Most...
by Robert Solomon | Aug 30, 2023 | B2B Software, Ecosystem, Marketplaces, Retail |
Well, at least two B2B SaaS IPOs are back: Klaviyo and Instacart. Klaviyo A couple of years ago, I would have done an S-1 teardown of Klaviyo, but these days, great S-1 teardowns are often readily available. You can read the details about Klaviyo, a Martech company,...
by Robert Solomon | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
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