Consumer & Marketplace Investing

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[00:01:24] – (First question) – Lessons learned from watching the food delivery space

[00:05:44] – Hipcamp and how they are thinking about the space rental sector

[00:05:45] – The a16z Marketplace 100

[00:07:47] – Valuing private companies vs public companies

[00:09:37] – Building marketplaces

[00:14:24] – Tipping a market

[00:18:09] – How to incorporate reputation scores into a network

[00:19:55] – Search ranking as a tool for marketplaces

[00:21:00] – Size of marketplaces vs their competitors

[00:22:15] – Niching of marketplaces

[00:23:26] – State of the consumer social sector

[00:27:50] – The LinkedIn problem and how she would build a social platform

[00:30:42] – Things that are piquing her interest in the consumer space

[00:32:20] – Lessons learned about scaling while working at Pinterest

[00:38:42] – Pricing and the marketplace

[00:41:25] – Identifying and optimizing a 'Core Action' in a digital business

[00:44:18] – Accruing benefits and mounting losses as part of the product design

[00:47:48] – Her investment in Rekki

[00:52:18] – How should companies gather the best data from their business

[00:56:03] – Lessons to SaaS investing

[00:56:29] – Kindest thing anyone has done for Sarah

[00:57:45] – Most interesting philosophy lesson

[00:58:09] – Creating a Kingdom of Ends