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Airbnb
Acquired
Do They Really Capture the Value They Create?
Air b and b is a company whose brand potentially may have meaningfully outrun its net global impact, in terms of like netting the negative impacts against the positive impacts. One thing that i think goes a little bit less discussed about air b and b, and it comes in waves. Sometimes it's a hot topic, sometimes it's not. And thi dovetails into the regulatory issue. A is the impact on housing supply and housing prices. Because housing prices, especially at the low end of the curve, are extremely sensitive to small changes in supply. The like, sayn you're nota, you're not putting in a betting market a place went on, no bell
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