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Chen ran growth at Uber and now invests at a16z, and this is his curated shelf of the twenty essays worth reading on marketplace GTM, organised by chicken and egg, trends, product strategy and network effects. Rather than send you one opinion, it gives you the reading list a marketplace leader should have already worked through.
Required reading for marketplace startups: The 20 best essays at andrewchen
From andrewchen.com by Andrew Chen 5 min read, then hours of reading
- It is a curated reading list of 20 essays with short intros, not one original argument.
- Marketplaces evolve in three stages: connect buyers and sellers, own delivery, then own supply.
- Narrow by geo, niche or vertical to break the chicken and egg problem.
- Liquidity is measured with GMV, net revenue, gross margin, repeat orders and concentration.
