1. one co-founder is a VC who previously led a marketplace business, paypal. VCs are already conditioned to aim for marketplaces. tasting marketplace success as an operator probably only deepens this reflex. it's harder to eat ground beef when you're used to wagyu.

2. if a marketplace is possible, why not? it creates a larger moat to keep out competitors and assuming they don't abuse monopolistic power, a single marketplace can make pricing fairer (more buyers, more sellers) and more efficient (lower fees). instead of 6%, what if OD enables a world where transaction fees are 0.5% or 1%? the classic disruption playbook (hi, telsa!) is to aim for a dominant market position by starting high, then using technology to steadily reduce prices, expand use cases, and gain market share.