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Airbnb
Acquired
Is the Growth Slowing?
The growth is slowing, and for the growth to be slowing significantly, then you wonder how much of this tam are yore relly going to ax us, right? So what does that mean? Does it mean their tam isn't actually the one point eight trillion for the short term stays. Or is it that like somehow they're just failing to mark it to the vast majority of people who are paying for things in this way? Well, i think it's probably both, right? The arbitrage between air b and bs versus hotels as a traveller will get segmented out. If you believe that post corona is just the preference for hotels is going to go down - maybe this
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