Article

Demand driving supply

Brian Rothenberg · Lenny's Newsletter Freemium Intermediate

This is the counter case, marketplaces where demand was actually the constrained side and defining the ideal buyer first is what mattered. Read it so you do not blindly apply supply first sequencing if your category is actually demand constrained. It gives you the diagnostic questions to figure out which pattern you are in.

• Not every marketplace is supply constrained, some grow by locking down unique demand first
• The signal is whether supply shows up easily once real demand already exists
• Diagnose your category before copying someone else's sequencing