Over the past few weeks, a growing narrative has emerged arguing that AI could destabilize the economy and disrupt entire business models. Last week, I published my view that AI is far more likely to be a productivity revolution than an economic collapse.
But what does this mean specifically for marketplaces?
Many founders are asking:
• Will LLMs capture discovery?
• Will AI compress take rates?
• Will traffic shift away from platforms?
• How defensible are marketplaces in an AI-native world?
In this upcoming episode, I break down:
• Why most fears around AI disintermediating marketplaces are overstated.
• Where AI does threaten marketplace margins.
• The structural advantages marketplaces retain.
• The immediate opportunities AI creates for liquidity, cross-border trade, and profitability.
• What founders should do now.
If you're building, investing in, or operating a marketplace, this episode is for you!
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