Kaeda
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Fortresses

Hard to copy, hard to dislodge, and they grow without growing costs. All three at once is rare.

9 teardowns · $10M+
Vinted
Marketplace · Lithuania · 2008
Marketplace

Europe's clothes resale. Buyers pay, sellers don't.

€1.1B
Stated · $1.2B · 2025 revenue, +38% YoY
Most revenue is one fee buyers love to hate.
The edge: Taxes buyers, not sellers. Free listing grows supply, supply grows demand — liquidity fee-charging rivals can't match.
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China Literature
China · serialized web novels
Community

Readers pay by the chapter. Tencent films the hits.

$1.13B
Stated · FY24 group revenue (0772)
Free, ad-funded rivals erode the paywall.
The edge: It pioneered pay-per-chapter reading in 2003, then kept the rights and became China's biggest web-fiction IP owner.
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Sansan
Japan · TSE IPO · 2007
Data

Japan runs on business cards. Sansan digitized them.

$280M
Stated · ARR, May 2025 (¥41.5B)
The card ritual fades as work goes remote.
The edge: Rivals trust OCR; Sansan runs every card through human operators too — 99.9% accuracy is the data moat.
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Envato
Marketplace · Australia · 2006
Marketplace

The bootstrapped stock-asset market that paid out $1.3B

$245M
Stated · 2024 sale price, announced
Its subscription now cannibalizes its authors
The edge: Launched the marketplace, then built Tuts+ — the web's biggest design-tutorial network — to feed it buyers.
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Chrono24
Marketplace · Pre-owned luxury watches · Germany
Marketplace

Global marketplace for pre-owned luxury watches.

€103.2M
Stated · FY2021 group accounts
Dealers could bypass; GMV swings with prices.
The edge: Free built-in escrow lets strangers wire $50K for a used watch across 150 countries without fear of fakes.
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AppSumo
Lifetime-deal marketplace
Marketplace

Sells software lifetime deals to a 1.5M-buyer list.

$80M
Stated · 2023 revenue
One-time cash, no recurring revenue.
The edge: The product is distribution, not deals: a 1.5M-buyer list makers hand 70-80% of a Select deal to reach.
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BuiltWith
Australia · $0 VC · 2007
Data

Fingerprints a site's tech stack — then sells the reverse.

$14M/yr
Estimate · annual revenue (est.)
Lookup is free · lead-gen cut first
The edge: the lookup is free — the real moat is 18 yrs of crawl history nobody can back-fill.
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OnlineJobs.ph
Marketplace · Filipino remote work
Marketplace

Flat $69/mo to hire from 2M Filipino workers.

$10M+/yr
Stated · founder-stated, 2022
Employers cancel right after they hire.
The edge: 15 years of free how-to-hire content sends every 'hire a Filipino VA' search to the niche's deepest worker pool.
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Deque Systems
Web accessibility · US
SaaS

The accessibility test engine Google & MS use.

3 billion+ axe downloads
Stated · revenue never disclosed
Services-heavy; the engine is free.
The edge: Deque owns axe-core, the free engine inside Google Lighthouse and Microsoft's tester. Rivals ship its code.
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