Colin Gardiner

Surprise!

We did something very patriotic - we had a Freedom baby on the 4th of July! Meet our new baby boy, Oaks Austin Gardiner, born on the 4th of July at 3:16 pm in the middle of torrential rain and flooding.

We are in love with the 4th addition to the family. 🫶

Real snow in Austin!

New post on AI and marketplaces just went out!

Give it a read!

Link in comments.

Marketplace Memo #2 is live!

The last two weeks have been surprisingly packed, and there is much to share!

News:
1. 2B+ Airbnb guests cumulatively
2. Toast and Uber partner up for delivery
3. Amazon is playing defense, while Temu is expected to make $50B this year
4. Waymo passing Lyft in rideshare volume in SF
4. And much more...

Content:
1. Marketplace Trends with Fabrice Grinda of FJ Labs
2. “Marketplaces Are Getting Harder. Adapt or Die.” from Casey Winters
3. “Technology Windows: The Unseen Force Driving Your Startup” from James Currier of NFX
4. Interview of Ilir Sela CEO of Slice by Nichole Wischoff of Wischoff Ventures
5. Two great podcast episodes with Ramesh Johari and Amir Nathoo on the Everything Marketplaces podcast with Mike Williams

And a whole list of marketplace jobs!

If you are on the mailing list, open that email!

If you aren’t on the newsletter list, use the link in the comments!

As always, please like, share, and comment so others can see it!

When you raise a round from corporate VCs and you have to do the press release.

For all the startup investors out there looking at pitch decks today.

This is why I index so highly on $ volume in marketplaces early stage.

After that I care a lot about organic growth/referral/WOM.

Very low signal with user metrics for early adopters other than if they hate it imho.

Espresso + Tonic 🫶

Look my wife is kind of a big deal.

👏 to for getting .official on a Times Square Billboard!

In case anyone was worried we are still in the early days of software adoption.

This is Costco.