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What Byrne Hobart Thinks About Everything — Part Two

Village Global Podcast

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Coca-Cola and Pepsi

Booking had this amazing position in Europe they had this long long tail of tiny independent European hotels and Expedia and its subsidiary is really didn't but Expedia did have a better position in the US. They both basically grew to the point where their network effect is robust enough they could expand into one of those markets neither one of them had a great opportunity to do so they both sort of got stuck in um at close to parody duopoly. mindshare out there for one uh for two companies but that three would not be profitable enough to to persist like there arethere are lesser colb was out there but if you're if you're a fan of one it's usually out of

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