I think this idea could have legs. Every 3PL and participant in the supply chain ecosystem needs a connectivity solution.

Repeating the co-working model in warehousing - what could possibly go wrong here?

What’s significant about these guys is they are rolling up smaller players that no one has ever heard of. Which means to me they could be significant in particular in the B2B space.

Australian-based Marketplacer recently took on additional capital from Salesforce Ventures and at the same time cemented its integration to Salesforce Commerce Cloud. Two birds, one stone as they say?

While this is a crowded space, I would look for them in the IPO markets (perhaps SPAC) in the next two years tops.

This continues a series of investments in Asia on behalf of Amazon with Selz and Perpule. At this point it’s easy to say this is a trend.

Tongue in cheek here — seriously there are so many of these companies! If Amazon reshuffles their search or ASIN algorithm, what then? This is the new domain name grab.

Look out Spanx?

Still losing money. Only 36% gross margins. Perhaps this should have been a SPAC?

The nimble, smaller grocers I think will be fine. It’s the mid-sized grocers that I think will be squeezed from the top and bottom.

Methinks this sector is getting overheated. I do like that they are a marketplace, so it should be capital-efficient

There will be a lot of uses for this technology. We could almost not invest enough here.

Looks like they have painted a bullseye on the back of Narvar.

Led by Ajax Strategies which claims to be investing to solve climate change. Last mile delivery is solving climate change?

Great niche segment and application of a marketplace to an extremely complex market with lots of upside for finance and payment innovation.

Interesting take on the cross-border space to rollup not just technology but services in one place.

Is it just me, or do we keep reinventing the same thing over and over?

Meesho is one of the leaders selling on social media apps like Whatsapp

Taking more capital is risky - not a sure bet. Is this a multi-billion dollar franchise? I don’t see it …

There are 50 companies like this now, but none as well-capitalized as Thrasio. Small brands on Amazon beware…