OpenTable
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position
long
William von Mueffling
Thesis
OpenTable is the dominant restaurant reservation website in the US, benefiting from a network effect that makes it difficult for competitors to gain traction. As a leading portal in its vertical, it stands to capture significant market share and profits as the online reservation space consolidates.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis regarding OpenTable's dominance and network effects remains valid, but without concrete evidence of market share growth or financial performance, the outcome is uncertain.
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