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defi fren 🔺

defi fren 🔺

@yourdefifren

Crypto Class of 2016 | Investing not trading | Long-term greedy BD/Growth - https://t.co/yZHFONck1D

Moon Katılım Temmuz 2015
904 Takip Edilen455 Takipçiler
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defi fren 🔺
defi fren 🔺@yourdefifren·
So many newcomers to @avalancheavax that I thought I would put together the Avalanche Defi Starter List. If I missed something just reply or holler in the DMs as will work on making a website for this. 🔥 is defi fren recommended Gather round it is time for a 🧵:
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Colin Gardiner
Colin Gardiner@ColinGardiner·
Did you see the new Executive Order? "BY PRESIDENTIAL DECREE: All marketplace founders, operators, and investors must read and study the Marketplace Memo, with mandatory registration at gardinercolin dot com under penalty of forfeiture of all rights and privileges to talk about GMV rather than revenue." You still have time to be compliant with Marketplace Memo #4, which is about to hit inboxes tomorrow!
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defi fren 🔺@yourdefifren·
Solid listen!
Colin Gardiner@ColinGardiner

No one knew @Uber would be a success. But it ended up being one of the companies that defined the mobile era. I got to catch up live with my friend @sgorlick, who was employee #99 at Uber. We went deep into the early days at Uber and discussed how AI will impact marketplaces. We did this as a live session on Substack, where our subscribers got to attend and participate. The first one was rough, so jump to about 1:20 to get to the good stuff. Like all things startups, it is better to get launched and then iterate.

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defi fren 🔺
defi fren 🔺@yourdefifren·
Checkout these open roles at marketplaces.
Colin Gardiner@ColinGardiner

11 Marketplaces Hiring Right Now! Platform Product Manager, FinTech - @Airbnb Head of Sales & Business Development - @ThredUp Head of Analytics - @Peerspace Head of Engineering - @Peerspace Senior Software Engineer - @Cargado_ Director of Marketing - @tixelofficial Senior Software Engineer - Maven Senior Software Engineer - Neighbor Product Manager - HopSkip Head of Supply - @contrariancrew Senior Manager, Growth Marketing - @Roofstock Director, Service Operations - @thumbtack The link to access them is below. 👇 If you have an open role you are hiring for, please feel free to leave in the comments. Please be sure to tag and share with others!

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defi fren 🔺
defi fren 🔺@yourdefifren·
Donate to LA fires.
Colin Gardiner@ColinGardiner

Marketplace Memo #3 is live! 🔥 A lot has happened in the last two weeks. The fires in LA are the biggest and most devastating event. So many I know have lost their homes, and many more. But we can do something about it. This edition is dedicated to driving donations to help those in need find housing through @AirbnbOrg, @Airbnb 's charity/disaster relief arm. It only felt appropriate to share a marketplace that was helping out. Please see the link in the comments to the post to donate. All contributions are appreciated. 🙏 Now, the news highlights 1. @Uber is cash-flowing and stole @Delta from @lyft 2. @eBay listing some supply on @Meta Marketplace 3. REI shutter experiences 4. @mercor_ai grows 6,400% 5. @Whatnot raises $265M 6. New reads, listens, and videos from @bwertz, @onecaseman, Nic Poulos, and Sonia Nagar. And much more! For the full post, see the comments below. As always, please like, comment, and subscribe! If you are a subscriber, please do me the favor of opening the post in your email and, if in Gmail, moving it to your main inbox! 🙏

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Colin Gardiner
Colin Gardiner@ColinGardiner·
Substack SEO sucks. I have been doing SEO for 15 years, and the platform is not SEO-friendly. For example, they produce a sitemap but don't even tell you about it. I could not find any documentation about this or instructions on uploading it! I got so frustrated with the lack of information that I had to write my Substack SEO guide. I went deep into optimizing your Substack for SEO. So here it is!
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Colin Gardiner
Colin Gardiner@ColinGardiner·
AI is going to change marketplaces forever. The rise of agentic AI will transform marketplaces as we know them. They will turn from passive aggregators to active facilitators of transactions. The future is Agent-Led Marketplaces...
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Colin Gardiner
Colin Gardiner@ColinGardiner·
Marketplace Memo #2 is live! The last two weeks have been surprisingly packed, and there is much to share! News: 1. 2B+ @Airbnb guests cumulatively 2. Toast and @Uber partner up for delivery 3. @amazon is playing defense, while @shoptemu is expected to make $50B this year 4. @Waymo passing @lyft in rideshare volume in SF 4. And much more... Content: 1. Marketplace Trends with @fabricegrinda of @FjLabs 2. “Marketplaces Are Getting Harder. Adapt or Die.” from @onecaseman 3. “Technology Windows: The Unseen Force Driving Your Startup” from @JamesCurrier of @NFX 4. Interview of @IlirSela CEO of @slice by @NWischoff of @WischoffVC 5. Two great podcast episodes with @rameshjohari and @amirnathoo on the @marketplaceshq podcast with @Yoroomie And a whole list of marketplace jobs! If you are on the mailing list, open that email! If you aren't on the newsletter list, use the link below! 👇 As always, please like, share, and comment so others can see it!
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Colin Gardiner
Colin Gardiner@ColinGardiner·
If you are asked by an investor what your revenue is, the answer typically should start with a number.
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Colin Gardiner
Colin Gardiner@ColinGardiner·
Where did all the angel investors go? Angel investor participation has apparently been dropping in venture deals for years. Data from @PitchBook /NVCA showing deal and dollar amounts declining. What do we think is driving it? h/t @jaydimonte for sharing
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Colin Gardiner
Colin Gardiner@ColinGardiner·
First-Time Founder: I cant share my idea because someone will steal it. Please sign an NDA. Repeat Founder: I need to tell everyone about this idea to validate it and get them to help me. Execution is everything and its HARD! Best to do it with other people!
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Colin Gardiner
Colin Gardiner@ColinGardiner·
I don’t see why this is such a wildly unpopular opinion. If you don’t wanna do a model don’t do a model. I do think the exercise of building even a basic one is valuable and can save a lot of heartache. You wouldn't build a product without talking to customers and I don't understand why you wouldn't stress test the assumptions behind the business As investors we want to see how this business can get to $100m in revenue so I think having a very basic model showing what it might take to get there is useful and reasonable.
Jenny Fielding@jefielding

Financial models are back! For years founders rolled their eyes when I asked them to take me thru the model…. ‘I mean we have one, but we are pre-seed so it doesn’t mean anything’ Yikes noooo.

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Colin Gardiner
Colin Gardiner@ColinGardiner·
Marketplaces are harder than SaaS. There I said it! Agree or disagree 👇
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Colin Gardiner
Colin Gardiner@ColinGardiner·
I wish early-stage pitch decks wouldn’t bury the lead on traction. I like an upfront tl;dr and it’s okay if you don’t have revenue. Just tell me you don’t and let’s not pretend or avoid the subject.
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Colin Gardiner
Colin Gardiner@ColinGardiner·
Startup Pitch Deck Drinking Game Drink when someone says or pitch deck says… - Disruptive - $0 CAC - 1% marketshare What else should we add? 🍻
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Colin Gardiner
Colin Gardiner@ColinGardiner·
Early-stage marketplace valuations 👇 If I had to break down valuations for marketplaces in the pre-seed/seed market, here is what I see pre-money:
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Wannabe Angels
Wannabe Angels@wannabe_Angels·
Put Your Ego to the Side When Building a Startup @sweatystartup
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Colin Gardiner
Colin Gardiner@ColinGardiner·
35% year-over-year drop in Seed stage marketplace valuations in Q1 2023. This data and more are is in my newest newsletter with excellent data from Peter Walker at @cartainc! Link to post in my profile: @ColinGardiner
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