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The a16z Show · Aug 19, 10:00 AM UTC

How Whatnot Built a Global Marketplace

xyz:EBAYDO NOTHINGLOW confidenceUpdated Aug 26, 07:45 AM UTC

Historical operation · Retained

“like eBay was getting started and I was”

Quoted source · 17:20–19:24 · 57 source segments

  • [1] 17:20–17:27
  • [2] 17:23–17:29
  • [3] 17:27–17:31
  • [4] 17:29–17:33
  • [5] 17:31–17:36
  • [6] 17:33–17:38
  • [7] 17:36–17:41
  • [8] 17:38–17:42
  • [9] 17:41–17:45
  • [10] 17:42–17:46
  • [11] 17:45–17:50
  • [12] 17:46–17:51
  • [13] 17:50–17:53
  • [14] 17:51–17:55
  • [15] 17:53–17:57
  • [16] 17:55–17:59
  • [17] 17:57–18:01
  • [18] 17:59–18:04
  • [19] 18:01–18:06
  • [20] 18:04–18:08
  • [21] 18:06–18:11
  • [22] 18:08–18:13
  • [23] 18:11–18:14
  • [24] 18:13–18:15
  • [25] 18:14–18:17
  • [26] 18:15–18:18
  • [27] 18:17–18:21
  • [28] 18:18–18:24
  • [29] 18:21–18:25
  • [30] 18:24–18:27
  • [31] 18:25–18:29
  • [32] 18:27–18:30
  • [33] 18:29–18:31
  • [34] 18:30–18:34
  • [35] 18:31–18:36
  • [36] 18:34–18:37
  • [37] 18:36–18:41
  • [38] 18:37–18:43
  • [39] 18:41–18:45
  • [40] 18:43–18:47
  • [41] 18:45–18:48
  • [42] 18:47–18:51
  • [43] 18:48–18:53
  • [44] 18:51–18:54
  • [45] 18:53–18:55
  • [46] 18:54–18:57
  • [47] 18:55–18:59
  • [48] 18:57–19:01
  • [49] 18:59–19:03
  • [50] 19:01–19:05
  • [51] 19:03–19:08
  • [52] 19:05–19:13
  • [53] 19:08–19:17
  • [54] 19:13–19:20
  • [55] 19:17–19:21
  • [56] 19:20–19:21
  • [57] 19:21–19:24
Play from 17:20

Model assessment

The transcript discusses eBay as a historical comparison and proof point for Whatnot's market opportunity, noting eBay's decline from 15% to less than 1% of the overall market. However, this is presented as context for Whatnot's potential, not as a direct assessment of eBay's investment prospects. There is no material positive or negative catalyst for eBay itself, and the information is not actionable for a directional call on eBay.

57 exact transcript citations

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