Did you see the new Executive Order? "BY PRESIDENTIAL DECREE: All marketplace founders, operators, and investors must read and study the Marketplace Memo, with mandatory registration at gardinercolin dot com under penalty of forfeiture of all rights and privileges to talk about

You heard the man!

Can you guess it?

If you are a marketplace founder in Austin comment on this!

Fundraising is really hard. But there is also some science behind it that you can master to make it easier. Want to learn more? Read on... My latest post on Take Rate is the first in the Founder's Toolkit series. The first post is "Starting Your Fundraising and Building Your

.Yonder Ventures' Colin Gardiner is a self-proclaimed "marketplace geek." He shared his unique investing philosophy in this enlightening conversation: armorysv.substack.com/p/the-marketpl…

I had the pleasure of hosting Colin Gardiner on VC10X - Venture Capital Podcast🎙️ We talk about - - Colin's story and how he started investing - Their investment thesis at Yonder - What are marketplaces? - Use of AI in marketplaces & lots more Full episode link in replies 👇

This chart of Uber ride share demand is eye opening. Friday has the highest peak volume at 1.9x the average. It’s very easy to see why surge pricing is so important to incentivize drivers to start driving. This has important implications for fixed-supply fleets as they

Fundraising news!

Must read for marketplace founders and investors.

Seed funding volume for marketplaces

If you are raising a Series A this is a must read.

Just chatted with Arfur Rock. Great advice. 🙏 The access and opportunity on this app is unmatched.

Writing my Yonder Ventures LP update but also my friend of the fund update. If you want the latter comment or DM and I will add you to the list. Or better yet become an LP and get the former! 😁

🚨 New essay: "Vampire Attacks: How Marketplaces Overcome the Chicken-and-Egg Problem" Every marketplace starts with the same catch-22. No supply without demand. No demand without supply. Most never make it past this phase. But some figured out a faster path. Enter Vampire

You don't need a lawyer to draft a SAFE for you! A founder just told me they paid $18K for a lawyer to create a SAFE, and then the lawyer recommended that they have someone do an independent valuation to set the cap. They paid $7K for the valuation to be done. The cap was

Who is building an AI-native marketplace?

Things I like to say when I pass on investing in a company: - Congrats on building what you have built and getting this far. - The real reason why I am passing to the extent that it won't offend someone. - If it's not a venture-scale business, tell them that and then tell them

Marketplace Memo #13 comes out tomorrow. If you are a marketplace that's raised a round or is hiring, comment below, and I'm happy to include you in the round up. If you haven't already signed up, sign up!

Marketplace Memo #13 is live! 🎉 🔥 The Highlight: Cloudflare “Content Independence Day” Cloudflare is blocking AI crawlers unless they pay up via its “Pay Per Crawl” model. With 19.5% of the web running through Cloudflare, this is a market-level disruption. The open web is