The real point is that the AirBnB situation is untenable
regardless of who's telling the truth.
Suppose EJ is lying. Well, then, this business has a profound reputation risk which can be exploited by any given individual using (or claiming to use) the service. A risk which is going to tie heavily into some fundamental problems in vetting both guests and hosts.
Suppose AirBnB are lying. The company is exposed as being ungrateful, etc., as Paul Carr's excellent piece notes (conflict of interest or no, he captures the situation well).
Suppose EJ and AirBnB are both being truthful. Neither disputes that the house-trashing occurred, there's been some contact between AirBnB, and apparently at least partial assistance in finding accommodations, etc. We've still got a woman who's been hugely inconvenienced, has suffered real, physical, and psychological losses, and needs to put her life back together. And we've got a company with a real and apparently intractable problem with its business model, possibly running scared.
Inviting strangers off the Internet to come stay at your house is going to involve some very real risks, and some percentage, however small, of AirBnB experiences are going to end very badly.
As I noted in an earlier post on this subject, what happened to EJ isn't the worst possible case. A guest copying keys, returning to the home, raping and killing the host, would be ... a pretty bad day.
I think AirBnB are going to have to re-think what they're offering, whom they're catering to (for both guests and hosts), and what they can do to mitigate risks (guests are also assuming risks, though not to their real estate as hosts are).
Disintermediation via the Web is great when you've got a happy, happy crowd of people involved. The lesson from history is that this isn't a stable or scalable situation. Woodstock was followed by Altamont.
I've got my own suspicions as to who seems more credible, or at least is acting to type. None of us will know until more facts are known, police and criminal investigations are concluded (and perhaps tried), and the dispute between EJ and AirBnB is settled (perhaps also going to court). Even then much may remain vague, under seal, or otherwise obscured.
None of that changes any of what I've said: AirBnB simply involves too much risk exposure to all parties: hosts, gusts, AirBnB, and its investors/creditors.
It's going to have to restructure fundamentally, or fold.