1) Creating a two-sided network requires both buyers and sellers to show up if they believe the other side will also be present. Once it is established, it actually becomes stronger as more participants from either side engage. 
2) Businesses such as #Shopify, eBay, and Airbnb have built up strong two-sided networks over time.
For eg. If an additional recruiter/ job seeker comes to #naukri , the Servicing costs are low compared to #Zomato which has more or less same servicing costs due to delivery costs.
For eg. If an additional recruiter/ job seeker comes to #naukri , the Servicing costs are low compared to #Zomato which has more or less same servicing costs due to delivery costs.
3) We @perennialfund.in feel unless #zomato expands to other lines of biz incl. advertising/ecommerce/hotel booking/ bike sharing like #Meituan or Match.com, true network effects won't play out as unit economics of verticals like food delivery are not as promising
4) Did a marathon webinar in February with dear friend @ishmohit1 Arora on platform businesses explaining the same
Disclosure- Not an investment advice, invested in #Infoedge
https://twitter.com/jain_satwik_/status/1361646206418444289
Disclosure- Not an investment advice, invested in #Infoedge
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