marketplace insights

In our last post, we took a look at Hamilton Helmer’s 7 Powers, the definitive lens for understanding durable advantage. We argued that when comparing Saas with Marketplaces, the latter consistently build deeper, more durable moats based on deep network effects, reputational switching costs, vast data resources, and process power.    We ended with a critical question: how does AI change this framework?     This week, we take a shot at answering that question. AI is impacting

In venture circles, few strategy frameworks have endured like Hamilton Helmer’s Seven Powers. For over a decade, it has served as the definitive lens for understanding durable advantages in technology businesses, from scale economies to network effects.  Most discussions, however, have centered on SaaS, a model built on predictability, recurring revenue, and rapid adoption, making it the default example of defensibility. Yet applying the same framework to digital marketplaces

In our last post, we explored how AI-native platforms and autonomous agents are poised to rewire the property search and discovery...

In previous discussions, we examined how property portals became resilient “digital fortresses,” successfully repelling challengers for...

Last week, we explored why property portals like Rightmove, Hemnet, and ImmoScout24 are such remarkable businesses; resilient,...

The Unsung Heroes of Tech Investing At first glance, online property portals look dull. They are not flashy consumer apps, nor are they...