S3E02 - Four steps to evaluate a network effects business - Sameer Singh (SpeedInvest / Breadcrumb.vc)

Two-Sided - The Marketplace Podcast

In this episode, we'll talk to Sameer Singh, an angel investor known for his excellent blog on network effects, Breadcrumb.vc, former Atomico Angel, and current venture partner at SpeedInvest.

We’ll discuss how Sameer evaluates marketplace businesses:

• Evaluating Network Effects: Sameer walks through his four-step evaluation process for marketplace investments, focusing on unique multiplayer interactions and defensibility.
• Challenges in Early-Stage Marketplaces: He discusses common mistakes made by aspiring marketplace founders, such as picking overly narrow markets or trying to tackle too many problems at once.
• Future Trends in Marketplaces: Sameer emphasizes the lasting power of network effects and we explore some opportunities driven by behavioral shifts, especially with Gen Z and AI technology.

A terrific episode, packed with valuable tips and sights. If you're building a marketplace or network effects business, you’re going to love this.