The AI marketplace revival (A breakdown of A16Z’s new piece)

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AI isn’t creating new marketplace categories yet. It’s bringing the “impossible” ones back. In this episode, we unpack the new a16z analysis on how AI might finally fix the unit economics that once killed marketplaces (high CAC and low LTV). And we look at why this shift is even more powerful in Europe, where labour costs and fragmentation used to make these models unscalable.

If you’re building in talent, learning, or services, this might be the moment your category gets a second chance.

Read the A16Z piece by Olivia Moore: https://www.a16z.news/p/marketplaces-in-the-age-of-ai