Marketplaces Are Hard Because of Liquidity Not Apps

Gokul Rajaram (@gokulr) says vibe coders are showing a "profound lack of understanding of how market places work" thinking that they could vibe code @DoorDash. "Anybody could of done this in the last ten years - you didn't need vibe coding to do this. Why was nobody able to?" "Because the hard part has nothing to do with the app". "It's about building a liquid market place".