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Airbnb
Acquired
Are You Unplused?
With their stock pop, they're seriously butting up against the edges of the total address boll market for take out in the united states. They have demonstrated a pattern of trying this many times over the years and failing. And i just don't think the company is a master executor outside of that initial opportunity. It's almost like the anti amazon, who's really hat at testing a new adjacencies to expand into and killing the ones that don't, and then leaning hard into the ones that do. So it feels to me like the personality the company is one where they're really proud of their ideas, and they want o, like, make something their way.
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