Airbnb

3 statements across 3 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 29, 2021 by Benedict Evans · said 46 times in 23 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (44), Toni Cowan-Brown (1), Bernadette Kevins (1)

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2026 2 mentions in 1 episode
2025 2 mentions in 1 episode
2024 9 mentions in 4 episodes 2 per episode
2023 1 mention in 1 episode
2022 14 mentions in 6 episodes 2 per episode
2021 14 mentions in 6 episodes 2 per episode
2020 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Airbnb, oldest first

Jun 29, 2021 neutral
Insight
Evans: Western tech produces vertical winners, whereas Chinese tech produces horizontal empires
“The sort of text structure in The rest of the world is you tend to have vertical winners. So Google won search, and there's a couple of other people trying to do search. Amazon won sort of generalized e-commerce, not market-specific e-commerce, won general e-c…”
Benedict Evans Jun 29, 2021 ▶ 23:32 Tech in china, from inside and outside
Aug 15, 2021 neutral
Insight
Evans: Telcos are infrastructure and Netflix is TV, not software companies
“Telcos aren't a technology business. They're infrastructure business. Netflix isn't a software company. It's a TV company. On the other hand, Airbnb, but Airbnb isn't a hotel company. It is a software company.”
Benedict Evans Aug 15, 2021 ▶ 35:30 Telcos and Tesla
May 2, 2022 neutral
Insight
Remote work success depends primarily on leadership and human resources
“This is what I found also fascinating with remote work is it's actually less to do with your employees. It's more to do with how your HR department is set up and how your leadership is going to do the leadership remotely and how that's possible because then th…”
Toni Cowan-Brown May 2, 2022 ▶ 25:47 Stories in the noise
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