17 Markets analyzed
Millions of extensions, difficult discovery. Chrome's Manifest V3 changing the game.
Affirm, Klarna, and Afterpay dominate but with negative margins. Regulation tightening.
CloudKitchens and Kitchen United led, but many closing. Model depends on delivery apps.
Nubank, Inter, and C6 dominate with 100M+ combined customers. Very high regulatory barriers.
Duolingo dominates with 50M+ DAUs. Hard to compete without billion-dollar marketing budget.
Shared scooters and e-bikes. Bird nearly bankrupt, Lime surviving.
QuintoAndar leads in Brazil. Rental guarantee model differentiates, but tight margins.
Birchbox, Blue Apron, and similar with high churn. Model lost appeal post-pandemic.
Cheap freelancers abound. AI is automating basic posts.
Junior market saturated. Employment promises not materializing, AI changing demand.
Runway, Pika, and Sora compete for leadership. Quality improving rapidly, but costs still high.
Calm and Headspace dominate meditation. Online therapy growing but with high acquisition costs.
Blue Apron and HelloFresh dominated but with very high churn. Subscription model difficult.
Zillow, Loft, and QuintoAndar tried to disrupt but retreated from risky models.
Market consolidating with major players. Bubble, Webflow, and Zapier dominate, but vertical niches still exist.
Hype cooled post-pandemic. Teams with losses, but viewership still strong.
Pandemic boom normalized, but major players consolidated. Teladoc and Amwell dominate in US.