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    Tag: AI Agent Marketplaces

    Sep 16
    17 min read
    Cloud Hyperscalers vs. Independent Marketplaces: The Battle for Agent Distribution

    For nearly twenty years, the distribution of enterprise software was governed by a centralized commercial gateway: the cloud hyperscaler marketplace. Platforms such as Amazon Web Services (AWS) Marketplace, Microsoft Azure Marketplace, and Google Cloud Marketplace transformed enterprise procurement. Corporate Chief Information Officers no longer navigated months of independent vendor paperwork, legal reviews, and fragmented invoicing. […]

    Sep 16
    17 min read
    Valuing AI Agent Marketplaces: Key Metrics, Take Rates, and Unit Economics

    For more than two decades, the venture capital playbooks governing online marketplaces were refined across three successive technological waves. In the desktop consumer era, platforms like eBay established that value was captured through liquidity and transaction volume. In the mobile on-demand era, companies like Uber, DoorDash, and Airbnb proved that two-sided networks could extract twenty […]