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A comment on Ahead of IPO, Airbnb achieves profitability for second year in a row. Parent comment

Re:Ahead of IPO, Airbnb achieves profitability for second ye... by mbesto on Tuesday January 15, 2019 @05:10PM (#18915999)
They're compared because they own the distribution in their respective markets. That's key.

That being said, here are the risks on the supply side for both in very different ways:

- Uber: Drivers are fungible and can move to any platform they want. Two risks here...unbundling (already happening) and driver acquisition cost.

- ABnB: If their supply bundles itself together, it doesn't need to pay a distribution fee and ABnB is done.

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Re:Ahead of IPO, Airbnb achieves profitability for second ye... by hndamien on Tuesday January 15, 2019 @05:35PM (#18916256)
The economics are also much works for an Uber driver than an AirBnB host.
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