Noah Keynote: Marketplaces: The Party is not Over!

It seems to come as a surprise to many, but we are only at the beginning of the marketplace revolution. This keynote presents our current thesis and the latest trends in food, real estate, cars, home services, labor and lending. The keynote is a bit rushed because they told me I had 15 minutes, but the timer only had 10 minutes and I had practiced for exactly a 15 minute delivery, but it presents our current thinking reasonably effectively.