marketplace businesses
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 9, 2018 by Pete Flint · across every show →
Everything said about marketplace businesses, oldest first
Jul 9, 2018
Flint: Marketplace defensibility requires high fragmentation and low multi-tenanting
“Fragmentation aids the aggregator. And so understanding what is the degree of fragmentation in a marketplace, and often the more fragmented and the less multi-tenanting, either the kind of less cost usage between substitute platforms, the more defensibility is…”