Airbnb

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• bullish prediction Jason Calacanis

  your airbnb position is is there any way to knock airbnb out i don't see it i don't think it's going to happen i think that that company will be here in 10 years

• neutral fact_claim Elad Gil

  at different times uber and airbnb and other companies that had these large distributed hosts or workforces or drivers or other things they also try to think through how can we distribute stock to them or how can we make them partial owners in what we're doing

• bullish fact_claim Unattributed

  Airbnb was spending too much money that had too big of a staff. What did they do the second the pandemic happens? They cut a third of the staff. Now they're lean, they're mean. And they had their largest couple of months ever.

• bullish assessment Jason Calacanis

  Airbnb is the hardest company to stop in 2021. Because it's so, it's so distributed.

• bullish prediction Howard Lindzon

  Airbnb will be the biggest company, could be the biggest company in the world at Ventron because they're taking some of the most, it's such a big market. It's such a complex thing.

• bearish criticism Reid Hoffman

  pitched airbnb as couch surfing but they said oh it's it's a great thing because you can rent people's couches and i went oh that's a terrible idea i'm not a terrible idea yeah

• neutral fact_claim Reid Hoffman

  because it's kind of like the it's ebay but for space on this whole range and it goes of course you can include a couch but include a room an apartment a castle the whole thing

• bullish endorsement Reid Hoffman

  i'm gonna make you an offer to invest let's spend the rest of this time working together so you get a sense of me let's bring bring your challenges out put it down on on the table

• bullish assessment Reid Hoffman

  unfortunately not to have been uh an investor and and and along the ride with a spectacular team doing an amazing transformation in the world

• bullish endorsement Jason Calacanis

  So Airbnb is a perfect example. They kept telling them, do boats, do airplanes, do lawnmowers, do experiences. And they just did experiences in like year six or seven. They waited. They waited because there was so much critical mass to have.

• neutral fact_claim Unattributed

  day of trading went up to 100 billion. This means Airbnb left $4 billion in cash on the table in this 113% surge.

• neutral fact_claim Unattributed

  Airbnb and Uber laid off staff when the pandemic looked like it was going to be acute. And then they also, they were able to scale their supply and demand.

• bullish assessment Hank Leber

  Not to our knowledge, they didn't. They were happy being able to say, we don't own any inventory, largest hotel group in the world without any buildings, you know, that kind of talk. And also, it probably if you look at what happened with the pandemic and the slowdown they had just before coming back on, that would have been a double nasty hit to have a bunch of mortgages to have to pay for, you know, you look at asset light marketplace versus asset heavy.

• neutral fact_claim Hank Leber

  And of course the short-term rental space, Airbnb and HomeAway VRBO, they're very, very different beasts. You cannot book a production in an Airbnb. It's in their terms of use. They will ban you for it. It's a bad thing because the impact of a production is very different from the impact of a family stay overnight.