Re:Airbnb’s Stunning IPO
by IshKebab on Friday December 11, 2020 @01:16PM
(#25388778)
Is it though? There are plenty of other platforms that people don't think twice about booking on. Booking.com, Trivago, etc.
Their real value is that when a lot of people think "I'll book somewhere", they now go to Airbnb first, much like when people think "I'll buy something" they go to Amazon first. But I think that's a fairly weak "moat" on the scale of things.
Their real value is that when a lot of people think "I'll book somewhere", they now go to Airbnb first, much like when people think "I'll buy something" they go to Amazon first. But I think that's a fairly weak "moat" on the scale of things.