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2 articles tagged Marketplace.

  1. · a16z Podcast · 6 min read

    ZocDoc's AI Infrastructure Strategy for Healthcare Access

    ZocDoc CEO Oliver Karaz discusses transforming healthcare scheduling from a friction-heavy process into a seamless, AI-driven utility. The analysis covers the shift from a consumer marketplace to a backend infrastructure layer, the impact of AI agents on provider discovery, and the strategic partnership with Gemini to reduce wait times and improve patient access.

  2. · The Milk Road Show · 5 min read

    Figure Markets Pivots From Lender To Blockchain Marketplace

    Figure Markets is transitioning from a HELOC lender to a third-party origination platform. Q2 2026 results show partner-originated volume now dominates, with EBITDA growing faster than revenue. The company's AI underwriting and blockchain rails create a scalable financial infrastructure model. Investors should focus on operating leverage, liquidity depth, and partner adoption rather than declining take rate.