Airbnb
Acquired11 Des 2020

Airbnb

Over 13 years after its founding, one of the defining startup companies of the past decade finally makes its public debut — and boy was it a big one. But for all the hype (and all the legitimately great things Airbnb has accomplished), this is a company that looks very different today than in the past. Even before COVID, Airbnb's once-exponential bookings growth had declined to linear levels while the company's costs continued to balloon at accelerating rates. What’s going on here? Are public investors smart to bet on a permanent shift in travel behavior coming out of the pandemic? Or is this a case of unrealistic expectations? As always, we dive in.


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Episoder(212)

Season 4, Episode 3: Instagram Revisited (with Emily White)

Season 4, Episode 3: Instagram Revisited (with Emily White)

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Spotify + Gimlet/Anchor Quick Take + Worldwide Meetup Details!

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Season 4, Episode 2: ARM & SoftBank

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Season 4, Episode 1: ESPN

Season 4, Episode 1: ESPN

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Season 3, Episode 10: Tencent

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Season 3, Episode 9: Netflix (Part 2)

Season 3, Episode 9: Netflix (Part 2)

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Season 3, Episode 8: Netflix (Part 1)

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