See also: Match Group

Initial dating apps related research

See also: Match Group Valuation model (Google Sheets) Group Valuation model (Google

Summary: Potential Matchmaking AI Play

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Key Opportunities

• Longterm AI opportunity to drastically improve matchmaking
• New features with early sign of PMF that can improve the dating experience like DoubleDate or liking individual posts (like Hinge does it)
• Match Group and Bumble are together a duopoly with very strong network effects ← Amazing long-term margin potential if category will work! </aside>

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Key Risks

• User trends “Swiping Fatigue” and loss of trust of users is the main problem and risk therefore strong focus on Match Group User and Engagement Trends
• New hires at Tinder without clear track record in dating. Initial steps sounds approximately right but they might be overambitious, pretentious etc. Includes head of product, cto, head of design: Stable Core Team - Match Group Management Turnover and Culture
• Management could push for too fast development (weekly shipping) which can lead to bugs and credibility loss Bugs in Tinder </aside>

Match Group High Level Summary

Match Group Key Details