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Market Ending Moves - by Elad Gil - Elad Blog

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Every once and a while, there is a move that end questions and competition for startups in a market. A single move can effectively win the market, or “end the market”. Market ending moves may include: Merging with your main competitor to remove pricing pressure and options from buyers. The merger between X.com and Paypal in the 1990s consolidated the main payment providers on the internet at the time. Uber and Lyft are rumored to have almost merged at the height of their competition in the 2010s. The rumor is Uber walked from this deal, but then went on to merge its subsidiaries with the major player in multiple international markets to increase leverage of the combined player in the market (China, Russia, etc). Private to private mergers, when companies are still young, are much easier to get past regulators than public/private buys. There are other dynamics to contend with however around ownership, leadership, and ego[1] Buying a key supplier (of unique data, a bespoke sensor or comp

Market Ending Moves Startup CEOs should ask themselves what crazy ideas can turn into a move that just ends a market's competitive dynamic Elad Gil Apr 08, 2025 69 6 Share Every once and a while, there is a move that end questions and competition for startups in a market. A single move can effectively win the market, or “end the market”. Market ending moves may include: Merging with your main competitor to remove pricing pressure and options from buyers. The merger between X.com and Paypal in the 1990s consolidated the main payment providers on the internet at the time. Uber and Lyft are rumor

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