Organize supply before you aggregate demand

principle — attributed to Andrew Garcia

A demand channel pointed at unorganized supply is noise. Garcia and Dreyer's pivot from marketplace-first to operations-first reflected the discovery that the friction in event rental was coordination, not discovery, and that no amount of demand aggregation resolves a coordination failure. The supply side must be organized before the marketplace can function, which is a sequencing principle that most marketplace founders get wrong in the same direction.

Platform Strategy / Marketplace Design

sequencing, supply-side discipline, marketplace theory