Apple’s App Store changes are genuinely a good deal for small publishers, and make me feel more favorable about the entire business. Then, Airbnb’s costs, particularly marketing, are too hard to understand.
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
Airbnb is losing money, thanks to a big increase in marketing. It matters greatly what that marketing is for.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.
Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
Aggregators succeed by being the best at doing the jobs consumers want done.