Let’s not overcomplicate this—this episode is really about one question:

Are B2B commerce platforms structurally profitable—or just operationally efficient illusions?

MOB enters a category already shaped by Infra.Market, OfBusiness, and Moglix—platforms that have proven scale, but still leave one core question unresolved: where does durable margin actually live?

But this episode isn’t just about the market.

It marks a milestone for CVCism—our first deep dive into a portfolio company we backed at inception. Through Mad Over Buildings, we wanted to open up how Corporate Venture Capital actually works in practice—what it means to build alongside a company, not just invest into it. This is as much about the founder jour ...