2 resources from Tigerfeathers we point people to, and the questions each answers.
📄 Article
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Why we picked it
The clearest account of the choice at the heart of Indian marketplace GTM: matchmaking versus full stack. It shows what Urban Company had to build to control supply (200 plus training centres, roughly 300 rupees per hour to professionals, a 20 to 25 percent acceptance rate) and is honest that serving the top ten percent of Indian households caps your growth.
Why we picked it
A marketplace GTM decision taken to its conclusion: dropping commission entirely in 2021 and monetising through ads and logistics instead, which looked reckless and produced the largest e-commerce platform in India by order volume. The detail that 73 percent of orders come from the discovery feed rather than search is a lesson in where marketplace demand actually gets created.
