PLATFORM PROFILEMELI
MercadoLibre
5.87
B-index (V3.1)
BLACK HOLE
Capture1.856
Escape0.316
Key Structural Insight
Most compelling lock-in vs market cap in e-commerce. $88B for Amazon+Stripe+DHL of Latin America.
Eleven-Parameter Profile
Data Depth8/10
Memory7/10
Action8/10
Process9/10
Network8/10
Closeness8/10
Portability3/10
Substitutability3/10
Human Fallback3/10
Org Depth7/10
Momentum8/10
Capture Escape Extended
V3.1 Decomposition
| Component | Value | Formula |
|---|---|---|
| CES₄ capture core | 0.7984 | CES(d, m, a, p) |
| Knowledge synergy σₖ | 0.7483 | √(d · m) |
| Operability synergy σₒ | 0.8485 | √(a · p) |
| Synergy boost | 1.2395 | 1 + 0.3·(σₖ + σₒ)/2 |
| Org-depth multiplier | 1.3500 | 1 + 0.5·o |
| Momentum multiplier | 1.2400 | 1 + 0.3·t |
| Total Capture | 1.8555 | c·(1+0.5n)·core·syn·org·mom |
| CES₃ escape core | 0.3000 | CES(x, s, h) |
| Feedback attenuation | 0.7205 | max(0.3, 1 − 0.35·core) |
| Total Escape | 0.3162 | ε + escCore · feedback |
| B = Capture / Escape | 5.87 | 1.856 / 0.316 |
Scoring Rationale
LatAm Amazon. Mercado Pago ($278B TPV = 4x marketplace GMV). Own cargo fleet. 95% packages through own network. $11B credit portfolio.
Parameter Sensitivity
MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE8+1.47
FALL3-0.91
PORT3-0.91
SUB3-0.91
MEM7+0.57
ACT8+0.54
DATA8+0.53
PROC9+0.51
ORG7+0.43
NET8+0.42
MOM8+0.28
+ raises B (deepens lock-in)− lowers B (aids escape)
Comparable Platforms — E-Commerce (7 peers)
| # | Platform | Ticker | B-index | Zone | |
|---|---|---|---|---|---|
| 01 | Amazon Marketplace | AMZN | 7.77 | BLACK HOLE | Profile → |
| 02 | Alibaba/Taobao | BABA | 4.97 | BLACK HOLE | Profile → |
| 03 | Coupang | CPNG | 3.72 | BLACK HOLE | Profile → |
| 04 | Shopify | SHOP | 3.15 | BLACK HOLE | Profile → |
| 05 | Shopee/Sea | SE | 3.03 | BLACK HOLE | Profile → |
| 06 | PDD/Temu | PDD | 1.86 | EVENT HORIZON | Profile → |
| 07 | eBay | EBAY | 1.71 | EVENT HORIZON | Profile → |