I had a very in depth conversation with Erik Torenberg of Village Global about marketplaces. We discussed:

• What I believe about marketplaces and the trend towards verticalization that VCs don’t believe.
• How FJ Labs evaluates investments and the four criteria that we use to determine whether we will invest or not.
• A breakdown of some of the failed marketplace startups.
• What you need to know if you’re building a marketplace business in 2020.
• An analysis of marketplaces for home school, child care, therapy, construction, and more.
• How this intersects with the future of work and the future of food.
• Why certain legacy marketplaces have managed to stick around.