I don't really like Airbnb as a company but they are the only one out of the marketplace based unicorns who's unit economics seem really solid to me. I personally would not be against them.
I mean there are lots of city people escaping .. but how likely will that continue as cabins and beachhomes become too cold.
Branson had to dig into his purses to bail out Virgin recently. Layoffs are periodically occurring in the air travel world. No one knows precisely when it ends.
What does "priced in" mean? Some sort of perfect market pricing thesis manifesting or am I reading into it?
Though neither survive a complete travel collapse.