Fred Wilson just wrote an in depth post on peer-to-peer marketplace, after his recent post on general types of online commerce. It’s worth every second of reading. And you should read and re-read to chew it down: here with the comments.
I haven’t had time to formulate my thoughts, and I haven’t seen the numbers for Fab but you bet that I will be getting those now. I’ll be dissecting these arguments in my upcoming post.