Casey Accidental

OCTOBER 20, 2020

Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. In this essay, we’ll go deeper into the gradients of marketplace models that a company can sequence to, and as a follow up, we will do the same for platforms.

Marketplace as a Service 141

Marketplace as a Service Business Model SaaS Payments Payments 141

Casey Accidental

OCTOBER 20, 2020

Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. In this essay, we’ll go deeper into the gradients of marketplace models that a company can sequence to, and as a follow up, we will do the same for platforms.

Marketplace as a Service 52

Marketplace as a Service Business Model SaaS Payments Payments 52

Andreessen Horowitz

AUGUST 30, 2023

Released in 1979, VisiCalc was the first “killer app” of finance (on the Apple IIe!), Lockheed Martin makes F-35s by assembling atoms, and has a 13% gross margin; Salesforce makes software by assembling bits, and has a 74% gross margin. With this faster method of calculating, what might have taken weeks could now take seconds.

VP of Engineering 91

VP of Engineering AI Payment Methods Generative AI 91