Airbnb
Acquired11 Dec 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 2015-2026 ACQ, LLC


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


Carve Outs:

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(213)

TSMC Founder Morris Chang

TSMC Founder Morris Chang

We flew to Taiwan to interview TSMC Founder Morris Chang in a rare English interview. In fact, the last long-form video interview we could find was 17 years ago at the Computer History Museum… conduct...

27 Jan 20252h 56min

Mars Inc. (the chocolate story)

Mars Inc. (the chocolate story)

M&M’s, Snickers, Milky Way, Double Mint, Ben’s Rice, Pedigree, Whiskas, VCA, Banfield… all the brands you know, owned by the company you know nothing about: Mars, Incorporated. And Mars itself is 100%...

16 Dec 20243h 52min

IKEA

IKEA

IKEA may be the most singular company we’ve ever studied on Acquired. They’re a globally scaled, $50B annual revenue company with no direct competitors — yet have only ~5% market share. They’re one of...

18 Nov 20243h 21min

Meta

Meta

Meta is a company everyone knows (literally, everyone). But, somehow, it’s also a company that few people feel they actually understand. Their products are used by more humans than any other’s in hist...

28 Okt 20246h 19min

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Here it is: the complete video of the most unbelievable night of Acquired’s nine-year life… our sold out live show at the Chase Center in San Francisco. We joked during the months (months!) of prepara...

30 Sep 20242h 25min

The Mark Zuckerberg Interview

The Mark Zuckerberg Interview

Mark is the iconic founder CEO of our time. At Chase Center on September 10, 2024, he did an unprecedented thing: a live conversation in front of 6,000 people on Meta’s company strategy, sharing stori...

18 Sep 20241h 29min

Chase Center + Summer Update

Chase Center + Summer Update

Summer greetings from Acquired! Two items for this “mini-episode”:Tickets are now available for our live show at Chase Center in San Francisco, with special guests including Mark Zuckerberg (!). The s...

8 Aug 202421min

Microsoft Volume II

Microsoft Volume II

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what happened in the twenty years in between? The an...

22 Juli 20244h 50min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
badfluence
rss-borsens-finest
rss-svart-marknad
avanzapodden
svd-tech-brief
uppgang-och-fall
lastbilspodden
rss-dagen-med-di
fill-or-kill
bathina-en-podcast
rss-dr-bjorklund
dynastin
rss-veckans-trade
tabberaset
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi