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  1. a16z35 min

    a16z Podcast | We Gotta Talk Pokémon Go

    Anu Hariharan, Kyle Russell, Sonal Chokshi, Ryan Hoover

    Developed by Niantic in partnership with Nintendo and The Pokémon Company, Pokémon Go leverages augmented reality and Google Maps to transform physical locations into interactive gameplay hubs featuring competitive gyms and item-rich PokéStops. The game's viral expansion, evidenced by a 96% surge in Nintendo's stock and a McDonald's partnership activating over 3,000 locations, signals a strategic shift toward data-driven retail engagement where businesses pay for location-based foot traffic. While current user retention faces challenges at mid-game levels, the technology's long-term viability is projected to depend on evolving end-game social mechanics and its capacity to generate real-time location data for broader industry applications.

  2. a16z37 min

    a16z Podcast | E-commerce, Payments, & More in India's Evolving Retail Landscape

    Kunal Bahl, Rohit Bansal, Anu Hariharan, Sonal

    Snapdeal, co-founded by Kunal Bahl and Rohit Bansal, operates as India's largest women's fashion marketplace by transforming the country's fragmented $600 billion retail sector into an organized B2C ecosystem. The company circumvents traditional inventory models by building a full-stack supply chain that connects local manufacturers to consumers through logistics optimization and a strategic acquisition of FreeCharge to streamline payments. Driven by mobile commerce and regulatory frameworks favoring pure marketplaces, Snapdeal serves a young, gender-balanced demographic while challenging global competitors through seller-funded discounts and verified authentication.

  3. a16z27 min

    a16z Podcast | The Marketplace Rules

    Jeff Jordan, Anu Hariharan, Michael Copeland

    Jeff Jordan identifies online marketplaces as superior business models driven by mobile technology and network effects, which enable rapid scalability and high operating margins by eliminating physical inventory constraints. Successful platforms like Airbnb and Instacart achieve explosive growth by solving analog inefficiencies through verified identities and strategic prioritization of the buyer side to overcome the initial chicken-and-egg problem. While competitors cannot disrupt these strong network effects through pricing alone, modern marketplaces now dominate sectors from second-hand goods to B2B equipment by assuming financial liability and curating quality to build essential trust.