High Signal Podcasts Evidence ledger
Method
Browse
How the evidence works

Public evidence record

Dan Hockenmaier

Published podcast speaker

Claims
18
Episodes
1
Shows
1
Named items
0

Claim ledger

What Dan said.

4 transcript-backed records

01 / prediction

I think the second would be a deep understanding of unit economics because the dynamic I talked about where they're hard to get started means that most marketplace in the early days have pretty poor or maybe even negative unit economics.

“I think the second would be a deep understanding of unit economics because the dynamic I talked about where they're hard to get started means that most marketplace in the early days have pretty poor or maybe even negative unit economics.”
Speaker
Dan Hockenmaier
Publisher
Lenny's Podcast

02 / prediction

Ultimately, you're charging a hundred percent commission and you're not a marketplace anymore. So I think, as we think about the future of marketplaces, one important question is which marketplaces are going to tend towards evolving out of the marketplace model altogether and which will stay in marketplace mode in equilibrium?

“Ultimately, you're charging a hundred percent commission and you're not a marketplace anymore. So I think, as we think about the future of marketplaces, one important question is which marketplaces are going to tend towards evolving out of the marketplace model altogether and which will stay in marketplace mode in equilibrium?”
Speaker
Dan Hockenmaier
Publisher
Lenny's Podcast

03 / prediction

Just the discovery process takes longer for that reason. But I think the reason we won't see a huge explosion in this area is that B2B also comes with something else, which is much lower fragmentation in many cases and you need fragmentation for a good marketplace.

“Just the discovery process takes longer for that reason. But I think the reason we won't see a huge explosion in this area is that B2B also comes with something else, which is much lower fragmentation in many cases and you need fragmentation for a good marketplace.”
Speaker
Dan Hockenmaier
Publisher
Lenny's Podcast

04 / prediction

They just need less from a marketplace and, as a result, they're going to be willing to pay less. And you're also probably going to see many more problems with disintermediation, which is when the supplier and the customer go around the marketplace because they can just transact themselves.

“They just need less from a marketplace and, as a result, they're going to be willing to pay less. And you're also probably going to see many more problems with disintermediation, which is when the supplier and the customer go around the marketplace because they can just transact themselves.”
Speaker
Dan Hockenmaier
Publisher
Lenny's Podcast
Search evidence