Disintermediation Matching Revenue Vertical 
Rob Go
JANUARY 21, 2016
Either you need some structural cost advantage that others can’t match, or you need to be generating revenue in a very different way that subsidizes your lower product margins. To be successful selling “cheaper” I think one of two things needs to happen. An example of this is the market for wine.
A Crowded Space
APRIL 11, 2016
However, just like revenue, all GMV is not created equal. Weak marketplaces suffer from disintermediation, pricing pressure, and destructive competition. Weak marketplaces suffer from disintermediation, pricing pressure, and destructive competition. This can apply across verticals or to different sellers within a vertical.
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