Bryan Johnson reveals his strategy for Braintree was to first capture the merchant side of the payments market with top-tier clients like Uber and Airbnb. Once that was established, he acquired Venmo to instantly gain the consumer side, completing the two-sided marketplace without the immense cost of building it from scratch.

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Instead of just buying leads from partners like wholesalers or agencies, consider acquiring them. If your business has a more effective way to monetize that deal flow (e.g., higher margins, better LTV), you can generate more profit from their leads than they can. This turns a variable marketing expense into a profit-generating asset.

While platform businesses (marketplaces) can achieve massive valuations, they are incredibly difficult and expensive to build due to the chicken-and-egg problem. For most founders, a traditional B2B SaaS model is a far safer and more direct path to success.

Large companies rarely make cold acquisition offers. The typical path is a gradual process starting with a partnership or a small investment. This allows the acquirer to conduct due diligence from the inside, understand the startup's value, and build relationships before escalating to a full buyout.

While many investors hunt for pure monopolies, most tech markets naturally support a handful of large players in an oligopoly structure. Markets like payments (Stripe, Adyen, PayPal) demonstrate that multiple large, successful companies can coexist, a crucial distinction for market analysis and investment strategy.

If your business relies on third-party suppliers for deals (e.g., real estate wholesalers), the fastest way to grow is to acquire one. Your superior monetization model allows you to extract more value from their operation, giving you control over the entire supply chain.

The crypto community often criticizes platforms like Solana for paying partners like Western Union. However, this "pay-to-play" model is a standard business development strategy used by giants like Amazon (for Alexa) and Facebook to bootstrap their ecosystems and kickstart the flywheel with marquee partners.

Instead of creating a market expansion strategy from scratch, ServiceUp explicitly copied the playbook of DoorDash, a successful three-sided marketplace in an adjacent vertical. This involved entering a new city and simultaneously acquiring customers, suppliers (shops), and drivers, accelerating growth.

SellRaise begins as a utility, helping sellers easily list items across multiple marketplaces like eBay and Poshmark. By aggregating a critical mass of sellers (the supply side), it can eventually attract buyers directly. This strategy allows it to leverage existing platforms to solve the chicken-and-egg problem before ultimately aiming to replace them as an AI-native marketplace.

Sea's multi-billion dollar fintech business wasn't a top-down strategic initiative. It was born from necessity to solve internal problems: a lack of payment methods for its gaming customers and the need for a scalable transaction system for e-commerce. This internal tool evolved into a major consumer-facing business.

StatusGator became a marketplace by first building a valuable single-sided tool. Data from free users searching for outages (one side) became the valuable product—early warnings—sold to paying enterprise customers (the other side), validating the model before fully committing.