Acquired

Airbnb

Dec 11, 2020

02:38:08

Creator website

Highlights

AI Chapters

Episode notes

Growth May Be Slowing, but Opportunities Abound

00:44

Unlocking Value Beyond Expectations

00:44

Global Dominance Drives Local Success

01:00

Innovation and Execution Drive Success

01:12

Introduction

4min

Is It Time for You to Sell Your Internet Business?

2min

Couch Surfing - The Story of Arby and Bee's Founding

3min

Couch Serfing

3min

I Predict That We're Going to Start a Company Together, You and Me

2min

'Crip Buns'

4min

W W DC Hotel Rooms - Is There a Way to Make a Few Dollars?

2min

Air Bed and Breakfast

2min

Is Air Bed and Breakfast a Platform for Designers?

2min

10.

Y, Y. And Y-Y-Z-Y

2min

11.

Airben Breakfast - I've Never Stayed for Sobyslik Oke, Great.

2min

12.

Y, You're Doing What? And How Many People Are Using This?

2min

13.

Sequoi Partners Speaking at Y C and Start of School

2min

14.

The Arby and B Guys Made Up Obamaos and Cap'n Mc Canes

2min

15.

The Abama Isn Captain Mc Kean's Story

3min

16.

Sequoia, Memmo, and the Leak

1min

17.

Then, if It Feels Far Away From the Reality of the Moment, Slink

3min

18.

A Venture Capitalist's Guide to Angel Investing

2min

19.

The Last Big Delutive Round the Company Would Ever Do

2min

20.

Craigs List - How Do You Get Demand?

3min

21.

Is There a New Marketing Channel?

2min

22.

Then They're in the Financial Crisis, Right?

2min

23.

You Can't Give Up on Europe.

2min

24.

Is It a Winner Take All Market?

4min

25.

The Negative Cash Conversion Cycle

3min

26.

Air Beam Bes Business Model - Can You Fly Low to the Ground?

3min

27.

Airb and B Could Win a Nobel Peace Prize in a Decade

2min

28.

Air B and Air B - The Only Really Viable Competitors Out There in the Market

2min

29.

Air Beam B

2min

30.

Airb and B

2min

31.

Staying in an Arb and B Is a Unique Experience

2min

32.

Air B and B Is Not Going Public Any Time Soon

2min

33.

Bookings Growth Slows to Fifty Percent Year Over Year

2min

34.

The Company's Cost Structure Keeps Growing

2min

35.

Is There a Biggest Loss in Liquidity?

2min

36.

Leverage Is a Form of Cash Flow Dynamic

2min

37.

You Don't Need on the Magazine, You're a Travel Company

2min

38.

Hotel - Can I Live My Life Safely?

2min

39.

What's Going to Be the Growth Rate Going Forward?

2min

40.

Growth Rates Aren't the Biggest Acceleration Rates

3min

41.

Dordash and Bamboo - The Official Sponsor of the Analysis of Season Seven

3min

42.

Investing in the IPO

3min

43.

The Biggest Bull Case

3min

44.

Direct Traffic to Air Manba Is a Big Deal

2min

45.

Is the Growth Slowing?

3min

46.

Is Viarbio Trying Like Hell to Multi Home?

3min

47.

Air B and B's Smart Priceang Couldn't Care Less Than That

2min

48.

Airbean B

3min

49.

Are You Unplused?

2min

50.

Is It a Coronovirus?

3min

51.

Air B and B

2min

52.

How Do Power and Market Cap Work?

3min

53.

Instigram

2min

54.

Is Counterpositioning One?

2min

55.

What's the Difference Between Uber and Air Dond B?

2min

56.

Airb and B and Booking

3min

57.

Is Airbe and B Generating the Kind of Profit That Bookings Generate?

2min

58.

How to Expand the Efficient Frontier of a Market?

2min

59.

Europe Is a Big Market, but It's Not a U. S Base.

3min

60.

The Gift and the Curse of Direct Marketing

3min

61.

Do They Really Capture the Value They Create?

3min

62.

Arb and B, Is It a Good Idea?

2min

63.

Perkins Cooey Is the Official Legal Sponsor of Season Seven of Acquired

2min

64.

The Greatest Use of Capital of All Time

2min

65.

Is This a Boomer Bust?

2min

66.

YES, I Loved Door Dash Yesterday.

3min

67.

Become an Acquired Friend - Get the Play Book Section From Each Episode

2min

68.

We'll See You Soon.

45sec

Over 13 years after its founding, one of the defining startup companies of the past decade finally makes its public debut — and boy was it a big one. But for all the hype (and all the legitimately great things Airbnb has accomplished), this is a company that looks very different today than in the past. Even before COVID, Airbnb's once-exponential bookings growth had declined to linear levels while the company's costs continued to balloon at accelerating rates. What’s going on here? Are public investors smart to bet on a permanent shift in travel behavior coming out of the pandemic? Or is this a case of unrealistic expectations? As always, we dive in.

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