Recipe for New Unicorns
The distinction between a SaaS and a Marketplace seems to be blurring especially with physical goods and services..
Many VCs have specialised in either one, but with more offline businesses getting automated by technology, they resemble a mishmash of both
Like @hunterwalk wrote here, A good marketplace looks like a SaaS business: http://hunterwalk.com/…/a-good-marketplace-looks-like-a-sa…/…
I further posit that with physical goods and with full stack serviced fulfilment, I see this to become a larger category than both.
This is because, the new paradigm is to use Marketplace network effects, a SaaS business predictability and Social Media distribution and turn a fragmented, old, disorganized LARGE market on its head w/ streamlined technology, world class operations and on-demand fulfillment.
And this is the recipe, formula if you will, for the new Unicorns. And these businesses will combine SaaS, Commerce and Marketplace metrics.