If this is how the service is going to work - why would I want to be part of it? I'm not interested in playing some VC's network effects game.
The era of free money is over for now, they're going to want business soon.
The era of free money is over for now, they're going to want business soon.
Why do they need to know?
Thats pretty cherry-picked, and I wouldn’t look to stock price to make the conclusions you’ve shared. Lots of growth companies are bouncing back after being oversold last year. As another cherry-pick, it’s also down nearly 50% from its 2021 high.
But, if the interwebs are correct, airbnb has 7 mil rentals, booking - 6 mil rentals (vacation specifically, not hotels) and vrbo - 2 mil
https://hosttools.com/blog/short-term-rental-tips/vrbo-vs-ai...
whatever advantage airbnb has, they are no longer the only game in town *
* depends on the town