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supply

3 statements across 2 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Aug 20, 2023 by Camille Hearst · across every show →

Everything said about supply, oldest first

Aug 20, 2023 positive
Insight
Hearst: Marketplaces are not chicken-and-egg, builders must start with supply
“A lot of people talk about marketplaces is chicken and egg. I actually just think they're two sided and you start with the supply.”
Camille Hearst Aug 20, 2023 ▶ 31:31 Monetizing passions, scaling marketplaces, and stories from a creator economy vet | Camille Hearst
Aug 20, 2023 neutral
Assertion Supported
Rachitsky: Rover did not face a supply constraint when scaling
“Rover had no problem, it turns out with supply, because who wouldn't want to make 50 bucks watching a dog for a few hours, like it was a really easy sell. And a lot of people could do it and wanted to do it, so they actually found supply was not an issue.”
Lenny Rachitsky Aug 20, 2023 ▶ 32:48 Monetizing passions, scaling marketplaces, and stories from a creator economy vet | Camille Hearst
Sep 29, 2024
Insight
Supply is the hardest side to build in 90% of marketplaces
“Yes, I would say supply is the hardest side, maybe like 80 to 90% of the time.”
Benjamin Lauzier Sep 29, 2024 ▶ 12:54 How marketplaces win: Liquidity, growth levers, quality, more | Benjamin Lauzier (Lyft, Thumbtack)
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