So @patrick_oshag was kind enough to have me back for episode 2 of Invest Like the Rest. We talked about marketplaces, why everyone eventually sells ads online, and an off the radar internet company I occasionally mention.

http://investorfieldguide.com/modest-proposal-better-cheaper-faster-why-companies-that-reduce-friction-win-invest-like-the-best-ep-193/

This was the very simplistic chart that I sent to Patrick. Any thoughts are welcome. The idea was to segment the market and think about various levels of network effects, defensibility, and long term business quality

I subsequently found a slightly different, but certainly better thought out, map from @sameer_singh17.

Thinking through the differentiation of supply, and its accessibility, is a commonality between the two.

https://medium.com/breadcrumb/defensibility-x-scalability-the-marketplace-matrix-9d8b02a1e6fa