Airbnb

爱彼迎

Acquired

商务

2020-12-11

2 小时 38 分钟
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单集简介 ...

Over 13 years after its founding, one of the defining startup companies of the past decade finally makes its public debut — and boy was it a big one. But for all the hype (and all the legitimately great things Airbnb has accomplished), this is a company that looks very different today than in the past. Even before COVID, Airbnb's once-exponential bookings growth had declined to linear levels while the company's costs continued to balloon at accelerating rates. What’s going on here? Are public investors smart to bet on a permanent shift in travel behavior coming out of the pandemic? Or is this a case of unrealistic expectations? As always, we dive in.  Sponsors:ServiceNow: https://bit.ly/acqsnaiagentsHuntress: https://bit.ly/acqhuntressVanta: https://bit.ly/acquiredvanta More Acquired!: Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!Playbook Themes from this episode are available on our website at https://www.acquired.fm/episodes/airbnb Carve Outs: David — San Francisco Ballet's Nutcracker: https://www.sfballet.org/productions/nutcracker-online/Ben — Star Wars Lofi HipHop:  https://open.spotify.com/playlist/5iu1sp3UBb1rjf8KNKETtJ?si=WxPdJcRpSnelHN9qh0xYSw
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  • I took Tanny's collar off her so that we don't have the same problem.

  • That'll save us some time in post.

  • Welcome to Season seven, Episode eight, the season finale of Acquired, the podcast about great technology companies and the stories and playbooks behind them.

  • I'm Ben Gilbert and I'm the co founder of Pioneer Square Labs, a startup studio and venture capital firm in Seattle.

  • And I'm David Rosenthal and I am an angel investor and startup advisor based in San Francisco.

  • And we are your hosts.

  • Today we cover the hottest and most anticipated company to IPO in 2020.

  • And oddly, in a year marred by the global pandemic and just this month an all time high number of stay at home orders.

  • This hot IPO is a travel company.

  • Airbnb, originally known as Air Bed and Breakfast Inc.

  • Is going public today, raising over $3.5 billion and initially valued at over $47 billion.

  • The company is insanely impressive.

  • They operate in 220 countries and 100,000 cities.

  • Last year there were $38 billion of bookings made on the platform.

  • There are over 50 million active guests who book nights to stay at over million listings.

  • And unlike other companies that we've covered recently, well, yesterday, like DoorDash, this is truly a global company with 86% of hosts outside of the United States.

  • And yet, while this company has changed the world and how a meaningful fraction of the human race travels, their growth has been slowing more severely than any of the other unicorn IPOs we've covered.

  • And that's before even looking at the effects of the global pandemic.

  • Now, of course, David and I did our usual deep homework on the company, but this is one where we've been doing our research for years.

  • Not just as guests on the platform since 2010, but actually as hosts too, starting in 2015 for David and 2017 for me.