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.


Sponsors:


More Acquired!

© Copyright 2015-2025 ACQ, LLC


Playbook Themes from this episode are available on our website at https://www.acquired.fm/episodes/airbnb


Carve Outs:

Episoder(212)

Walmart

Walmart

We kick off Season 11 with the incredible story of the retail “granddaddy of them all” Walmart, and its founder Sam Walton. Once you study Walmart, you realize just how deep its heritage runs through ...

19 Jul 20223h 1min

The Playbook: Lessons from 200+ Company Stories

The Playbook: Lessons from 200+ Company Stories

When Patrick O'Shaughnessy and Brent Beshore asked us to give a talk at their incredible Capital Camp conference, we knew we had to bring something special. So we spent months combing through the Acqu...

20 Jun 20221h 5min

American Dynamism (with Katherine Boyle)

American Dynamism (with Katherine Boyle)

We sit down with a16z General Partner Katherine Boyle to discuss investing in “American Dynamism”, why it’s so important and why now is the right time to pursue it. Katherine has a fascinating backgro...

6 Jun 20221h 19min

Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)

Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)

We sit down with the CEO founders of two of the most capital efficient success stories of all time — Zoom and Veeva Systems — to understand how they grew to billions of dollars in revenue (and tens of...

19 Mai 20221h 9min

Arena Show Part II: Brooks Running (with CEO Jim Weber)

Arena Show Part II: Brooks Running (with CEO Jim Weber)

For the final act of the Arena Show, we’re joined by Brooks CEO Jim Weber to tell the amazing story of how he transformed the company from a 3rd tier, deeply cashflow negative “also-ran” into one of t...

16 Mai 20221h 12min

Arena Show Part I: Idea Dinner + YC Continuity

Arena Show Part I: Idea Dinner + YC Continuity

We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the Idea Dinner with our best internet buddies, Packy McCormick an...

12 Mai 20221h 28min

Nvidia Part II: The Machine Learning Company (2006-2022)

Nvidia Part II: The Machine Learning Company (2006-2022)

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a...

20 Apr 20222h 13min

Platforms and Power (with Hamilton Helmer and Chenyi Shi)

Platforms and Power (with Hamilton Helmer and Chenyi Shi)

We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strategy Capital colleague Chenyi Shi — to discuss plat...

6 Apr 20221h 25min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
utbytte
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-fa-makro
rss-heftye-moter-flinke-folk