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100% not fair. Good catch! And deeper I wondered if the comparison example really broke in terms of the “sidededness” of the market or whatever the term was in the (AndersonHorowirz linked?) book on evaluating marketplaces.

If anything the “manual” feel of the minors onboarding looks so much like AirBnb, etc, you have to wonder if the company is sort of bound to succeed due to start.

Good luck on your ramp!

Is there a to email/contact you privately? I have a case study that’s very very close in big famous investor funded adjacent market that went sideways due a tiny detail; it’s public but would be more considerate to talk 1 on 1.



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