Airbnb’s IPO documents recently went public. Not surprisingly, their business as a travel company has been heavily impacted by COVID-19. Last year, the platform saw 326.9 million nights and experiences booked, with 251.1 million being booked in the first nine months of 2019. This year,… Read More
Wired recently published a long read called, “I stumbled across a huge Airbnb scam that’s taking over London.” Apparently the people who do these sorts of things on the platform (things that are both illegal and questionable) call it “systemizing.” This is the process of… Read More
A couple of months ago I wrote about the relationship between IPOs and home prices. It was in response to the current wave of tech companies — most of which are headquartered in San Francisco — that have gone public or are expected to go… Read More
Fred Wilson made an interesting remark in his recent post about the current “IPO bonanza” that is taking place in the tech space. He is, of course, talking about the recent IPO of Lyft, the recent S-1 filings from Pinterest and others, and the expected… Read More
Snap Inc. (Snapchat) nailed the launch of Spectacles. I want a pair. If you haven’t been following, it all started with a pop-up vending machine in Venice Beach. But like Snapchat itself, it was an ephemeral installation that eventually disappeared, moving on to Big Sur,… Read More
BRANDON DONNELLY 