The Rise of the AI-First Marketplace

Hot off the presses, this is the 48th edition of The Marketplace Snippet curated by Irene, Mathias and Jeroen on behalf of the Speedinvest Marketplaces & Consumer team 🔥

In this edition:

  • Review of the 2023 MPC & our plans for 2024
  • The essentials on winning in Generative AI
  • Assessing Product Market Fit
  • The rise of the AI-first Marketplace

More on these topics and additional thought-provoking discussions below.

If you’ve missed past newsletters or simply can’t get enough, catch up on recent editions here.

Next Year’s Marketplace Conference is Already On The Way! 🚀

We are still buzzing about the last edition of our Marketplace Conference in September. We had a great day filled with amazing discussions and networking and we are very proud of all the speakers and guests who joined us! That's why we can’t wait for the next one and hope you feel the same. We don’t want to waste time and are already working hard on securing a venue and a date for #MPC2024. Stay tuned for more news!

In the meantime, take a look at the recently released #MPC2023 Opening Keynote from our own Jeroen Arts, covering the state of marketplaces, a recap of the last year, and what’s to come in 2024. And if you can’t get enough of our content, keep an eye on our YouTube channel. We will post more soon!

Insights From Marketplace Operators'

CFO: A year in the life of a Marketplace CFO

Vicky Van Asbroeck, CFO at Preply, summarizes her lessons learned from her first year at Preply and what it means to lead the finance department across different verticals, from Logistics, to eCommerce, to SaaS.

How to win at Generative AI: Unpacking the essentials

Sangeet Paul Choudary, Platform and Network Effects expert, analyzes evolution across the Generative AI value chain and reconstructs how companies can build a competitive advantage across the new wave of tech.

Content-based Chatbots for the next wave of learning

Lenny Rachitsky, Investor and Author and former Product Lead at Airbnb, shares his personalized chatbot - the Lennybot - trained on personalized content from his newsletter posts, podcast conversations, and Slack community threads. Give it a try and have a look at all the topics covered!

Dave Clark & Ryan Petersen: A Flexport inside story

Standoffs, politics, and spin: all the details behind’ Dave Clark’s ouster as Flexport’s CEO and what went on behind the scenes.

Insights From Marketplace Investors

The rise of the AI-First Marketplace

Pete Flint, General Partner at NFX and Co-Founder of Trulia, deconstructs how AI is creating new opportunities for marketplaces, how it’s happening, and where he sees most opportunities.

A Network Effects deep dive

Our own Sameer Singh, Marketplace Advisor & Investor and Venture Partner at Speedinvest and founder of Breadcrumb.vc, hosts a live class on Network Effects, discussing common misconceptions, how to look at metrics and how the markets he invests in.

The US jump: a complete guide

Expanding to the US from Europe sounds scary for most startups: timing this move the right way is essential to make it work. How soon is too soon and how late is too late?

News From Our Portfolio


The Lapse hype is on the rise

Following last month, we are thrilled to see Lapse is still in the headlines with more and more users loving the app! Go check out their mentions on the New York Times and Today and give it a try if you haven’t already!

Congratulations to: ❤️

New Investments in Marketplaces Around the Globe

FoodTech, EdTech, HealthTech, Sustainability and much more…

With 21 deals announced, including HABYT and Hivebrite, October 2023 marketplace deal activity keeps up with the previous month.

Join Us!

We are always on the lookout for top-tier talent! Have a look at our open positions at Speedinvest and across our portfolio.

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Thanks for reading our newsletter this month and we hope you enjoyed this issue.

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