New York City cracked down on short-term rentals, but is it a big deal for Airbnb?
(00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.
Plus, (15:20) Deidre Woollard interviews Olive ... 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
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
May 2025
The Best and Worst Countries for Airbnb Investments
In this episode, the hosts discuss the best and worst places to invest in Airbnb properties, highlighting the impact of regulations and market trends. They explore various global destinations, including Dubai, Bali, Portugal, and the Dalmatian Coast, while also addressing the cha ... Show More
46m 20s
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
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
Mar 2022
Airbnb vs NYC | Operation Firestarter | 2
By 2013, New York’s Attorney General is coming for Airbnb. And hoteliers, hotel worker unions, affordable housing activists and politicians come together to form an alliance against the home-sharing startup. Airbnb fights back in the courtroom — and the court of public opinion. A ... Show More
38m 20s