Anyone Can Build a Marketplace Now. He Knows Which Ones Last. | Rob Mihalko, Spectus Ventures

Rob Mihalko grew Ariba Network into a $400 million B2B marketplace, has three exits to SAP, Microsoft, and Disney, and has invested in or advised more than 50 marketplace companies. He teaches the digital marketplaces course at Stanford Continuing Studies and now runs Spectus Ventures, a seed-stage fund backing founders building digital marketplaces and business networks.We get into the term he coined, the marketplace economy, an estimated twelve trillion dollars in global commerce, the early signals he looks for before a marketplace hits product market fit, and why healthcare remains one of the most underserved verticals for the model today.