Hi and welcome to the A16Z podcast, I'm Lauren Murrow.

In the tech world, marketplaces are a hot topic.

That term, marketplace, encompasses a huge swath of services we use every day, whether ordering groceries or restaurant delivery,

shopping online for fashion and streetwear, taking online classes, or even getting weed delivered.

But how have marketplace dynamics changed since pre- Pandemic and what COVID-propelled

consumer behaviors will persist into 2021 and beyond?

We at A16Z have long been obsessed with marketplaces, company building, analytics,

endlessly seeking out network effects.

So this week, we launched our now annual marketplace 100, a ranking of the largest and

fastest growing consumer-facing marketplace

startups and private companies. The report which you can find at A16Z.com

slash marketplace 100 is a data-packed breakdown of an unprecedented year.

It also provides rich fodder for looking ahead at the future of marketplaces.

Which companies are on a terror and which are locked in close competition.

Which marketplace categories are poised for growth and which may make a comeback.

We discuss all these questions in this podcast with A16Z consumer team partners, Connie Chan, Darcy Kulikun, Jeff Jordan, and Sri Ram

Krishnan.

As always, none of the following should take it as investment advice.

See A16Z.com.

Disclosures for more information. The first voice you'll hear

after mine is Sri Ram, followed by Connie, then Darcy. Off the bat, what jumps out at you looking at the data this year?

For me, I think there are a couple of things which now look obvious in retrospect, given everybody's

...