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Subsidy-Burning Marketplaces (MODEL RISK)

Growth bought with vouchers, free shipping, incentives, and investor money

growth marketplace
Marketplace, ride-hailing, food-delivery, and quick-commerce models can acquire users with subsidies, but the model breaks if unit economics never mature after incentives decline. Good for UMKM arbitrage, dangerous as a dependency.
VoucherFree shippingIncentives
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