
The Marketplace 100 for 2022
For the third year in a row, we present the Marketplace 100, our annual list of the top private consumer marketplaces.
If 2020 was a topsy-turvy year for marketplaces, 2021 was even more tumultuous, revealing an industry in flux, with 80% more “graduated” companies than last year and 48% more new “freshmen”. Though Instacart continues to dominate at the top slot on the list, all of this turnover begins to hint at the real story in marketplaces this year and going forward. Where does the next Instacart, Airbnb, Uber, or Lyft come from? Who will be in the next generation of marketplace giants?
While it’s too early to say, four categories have emerged from 2021 as ones to watch: Ticketing and Experiences; Shopping and Commerce; Games; and (in a bonus section) the growing world of NFT and web3 marketplaces.
Πηγή: future.a16z.com