If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:
- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do wheneve ... Show More
Yesterday
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Jul 2021
Office Hours: Google vs. Airbnb, SPAC IPOs, Real Estate Investments, and Brick-and-Mortar Stores
Scott answers a question about Google’s dominance in the travel space, and how Airbnb manages to hold its own. He also shares his thoughts on how companies that go public via SPAC are perceived, why real estate is a solid investment, and why opening physical stores can be a power ... Show More
27m 13s
Feb 2024
Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium
Scott breaks down why Airbnb’s stock fell despite strong earnings, and explains why he’s considering selling some of his largest holding. He then discusses Lyft’s earnings report typo and shares a similar personal story. Finally, he takes a look at Arm’s stock and questions wheth ... Show More
47m 41s
Mar 2019
Airbnb, Plus Lessons from Kraft Heinz and Zero Based Budgeting
Youngme, Felix, and Mihir debate how well Airbnb is managing growth amid backlash from cities like New York City. They also discuss Kraft Heinz’s controversial zero-based budgeting approach to management.Some recent picks:Ash is Purest White (Movie)Dynasties (Nature Series)After ... Show More
31m 33s
Mar 2022
Airbnb vs NYC | Pulling Back the Curtain | 4
In 2022, you’d be hard-pressed to find somebody who hasn’t spent at least a couple of days in an Airbnb. It’s cheap, convenient and easy to use. But as you settle into your temporary home-away-from-home, you’re probably paying little mind to what’s playing out behind the scenes.B ... Show More
35m 33s
Oct 2024
Scaling Airbnb, Founder Mode, and What’s Next for Travel — with Brian Chesky
Brian Chesky, the co-founder and CEO of Airbnb, joins Scott to discuss the latest for Airbnb including their Co-Host Network, how the company views AI, and how it is a leading indicator for the broader economy. Brian also shares his thoughts on his viral moment around Founder Mod ... Show More
55m 29s