Airbnb, every mention
51 scenes · ← back to Airbnb
tap a year for its mentions
every year anyone Ali Hamed 7Jay Ripley 6Ash Williams 6Mike Maples, Jr. 5Tushar Jain 4Ted Seides 3Matt Brown 3Jeff Hausenbold 3Chris Sacca 3Avichal Garg 3
Verbatim, from the transcripts: the passages where Airbnb comes up
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 54:00 Jonathan Wang It was the same analysis that we looked at when we said Airbnb was not going to do to hotels what Uber did to taxis.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 0:04 Jay Ripley The general thesis is usually that, hey, I worked at Airbnb, and I think Airbnb will be a big startup factory going forward, and therefore, everybody who spins out of there, who are my, all my colleagues, I'm going to be able to back them,… 3 times in the scene
- ▶ 38:24 Jay Ripley I worked at Airbnb, and I think Airbnb will be a big startup factory going forward, and therefore everybody who spins out of there, who are my, all my colleagues, I'm gonna be able to back them, and that's my angle. 3 times in the scene
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 24:35 Mike Maples, Jr. So like in the case of Lyft, the insight was, oh, that means you could do Airbnb for cars. 2 times in the scene
- ▶ 34:01 Mike Maples, Jr. Ann and I had foolishly passed on a company called Airbed and Breakfast, because we thought people would be crazy to want to stay in a stranger's house.
- ▶ 48:10 Mike Maples, Jr. He thought that just a billion dollar exit's not the same as being like Stripe or Airbnb, and so he wasn't an authentic match to that future.
- ▶ 1:10:43 Mike Maples, Jr. Rule number one, don't pass on Airbnb because you would have made 6000 X if you'd said yes.
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
- ▶ 20:22 Alexis Ohanian This ten million dollar exit was the first really big one for YC, and it helped give a seal of approval that then led to Dropbox supplying, which was the first real billion dollar company, and then that led to Airbnb.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 40:57 Chad Summe Companies like Flowspace, what we call the Airbnb of warehousing and fulfillment, helping brands reach the consumer more efficiently and effectively, providing access to warehouses throughout the country with a turnkey technology.
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 50:26 Michael Levy And then there's all this new supply that comes online in the names of Airbnb and VRBO.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 38:11 Chad Hutchinson Middle of COVID, week one into COVID, Airbnb, no one of the board members there calls me.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 4:44 Ted Seides Some of Firstmark's past wins include Pinterest, DraftKings, Shopify, Upwork, StubHub, and Airbnb.
- ▶ 45:15 Rick Heitzman Companies like Pinterest, who have matriculated onto the growth fund, or DraftKings, or Airbnb, where we thought these can be very, very large companies, and you could still get a venture return, even in the growth stages of the market,…
- ▶ 50:37 Rick Heitzman But we also invested in things like Airbnb, of the latent inventory of a house, and being able to make that peer to peer.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 9:30 Michael Carmen After the great financial crisis, companies like Uber and Airbnb and Peloton and many, many others were seeking capital from a variety of opportunity sets, and that included the mutual fund companies like ourselves and the Fidelities and…
- ▶ 11:37 Michael Carmen Today, but now you're seeing companies, whether it was Airbnb that went public at sixty billion plus, or Stripe that just did around at fifty billion dollars, or Uber that went public at fifty billion.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 53:22 Chris Sacca I told the Airbnb guys that somebody was going to get raped or murdered and the blood was going to be on their hands when they were renting out a room in somebody's house.
- ▶ 1:11:14 Chris Sacca It's way too easy, like I said, to tell the Airbnb guys, I can imagine how people are going to get hurt. 2 times in the scene
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 31:32 Matt Brown It's a bit transformational, like Uber kind of transformed how we think about getting into transportation, Airbnb, and how you think about renting an apartment.
- ▶ 39:23 Ted Seides When you think about these platform businesses, some of the ones you mentioned, even an Uber and Airbnb, a lot of them end up being winner take all, or maybe there's one or two.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 51:10 Avichal Garg So the analogy here is Airbnb versus let's say Uber. 2 times in the scene
- ▶ 55:03 Avichal Garg They were giving people 25 to 250,000 dollars, and out of that came Stripe and Airbnb.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 24:44 Billy Libby If you think about Amazon, Airbnb, Google, TikTok,
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 22:54 Arjun Sethi We did growth in data science consulting for Snapchat, for Uber, for Airbnb, all these companies.
- ▶ 1:01:38 Arjun Sethi But one thing that never changes, and we've seen that across every company, we've been a part of Uber, Facebook, Airbnb, Lyft, et cetera.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 19:34 Fabrice Grinda I mean, think of Uber or Airbnb, right?
- ▶ 44:46 Fabrice Grinda So you could think it's a misallocation of time in a way, because if you find Uber or Airbnb early, if that's all you do for the vast decade, you're probably going to do better than with my approach.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 44:01 Ben Gilbert The Airbnbs, the Uber, they had been private for a decade and were looking and saying, maybe we should be private for even longer, and they were raising huge amounts of capital in the private ecosystem because the skeptical view would be…
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- ▶ 30:20 Justin Fishner-Wolfson You can look at things like Airbnb, where there's like a strong marketplace dynamic or Turo or things like that. 2 times in the scene
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 39:33 Kyle Samani Everyone in the world, both in the United States and outside United States has seen what the internet and the iPhone has done, Uber and Airbnb and all these apps.
- ▶ 1:00:06 Tushar Jain It's a business model innovation in the same way that Airbnb or Uber are business model innovations. 4 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 41:39 Savneet Singh So the foundation of Coventry in many ways, and the way that I used to invest was this idea that if you miss the big platform, you don't invest in Airbnb, you don't invest in Shopify, was to sort of draft off of their success and finding…
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 12:01 Matt Brown And just like when we have a good experience on Amazon or Airbnb or any two-sided marketplace platform, you come back for more.
- ▶ 22:19 Matt Brown Airbnb, the same thing.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 25:55 Jeff Hausenbold Many of us have come out of Facebook or Airbnb or
- ▶ 30:02 Jeff Hausenbold And then the success of Silicon Valley and the success of the first wave of companies from Cisco and eBay to the second wave of Facebook and Twitter to now the third wave of the DoorDashes and the SoFi's and the Airbnbs are leading people…
- ▶ 52:59 Jeff Hausenbold Every industry, Netflix versus Hollywood, Tesla against Detroit, Uber against the taxi and limousine companies, Airbnb against the hotel industry.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 28:18 Paul Salem So you saw the Airbnbs and all these companies just stay private for a long time. 2 times in the scene
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 1:00:14 Joel Greenblatt And they can be rated like Uber drivers and Airbnb rentals.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 19:04 Daniel Adamson What we've seen in other industries and Airbnb is a great example of this, but there are many, many others is entrepreneurs working together through a kind of virtual company.
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 54:12 Scott Kupor We did that at Airbnb.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:03:47 Ash Williams And if somebody calls and says, what about Airbnb? 6 times in the scene
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 46:15 Patrick O'Shaughnessy And it's the simplest explanation of this would be like a two sided marketplace like Uber or Airbnb. 2 times in the scene
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 44:48 Donna Snider Thanks to Airbnb, it's not that challenging, I guess.
Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
- ▶ 45:48 Michael Lombardi I'm reading this book by Chip Conley about wisdom at work, and he talks about experience, how he's helped out, I think, the Airbnb guys, because he brought experience from his field into this high-tech, youthful business, and it's helped…
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 23:49 Michael Batnick I think it was, um, Airbnb, Snapchat, and Dropbox.
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
- ▶ 4:36 Ted Seides To the creation of CoVenture and covers examples of previously unpriced investment opportunities like produce receivables, Airbnb accounts, and loans against employee stock options.
- ▶ 25:44 Ali Hamed Examples that I've talked about in the past and are illustrative of the type of stuff we're becoming fascinated by are how do you underwrite an Airbnb account? 6 times in the scene
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 49:01 Ashby Monk And, you know, Lyft and Airbnb and all these things, that doesn't exist.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 52:59 Chris Douvos The largest, you know, lodging company, Airbnb, by some metrics,