Playing With Unicorns · 2026-03-09 · 58 min
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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