Airbnb

5 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement May 13, 2024 by Andrew Lockhead · said 101 times in 40 episodes since 2022 · across every show →

Mentions by year

brought up most by Pablo Srugo (44), Merrill Lutsky (8), Andrew Lockhead (7), Cody Ruberto (6), Mateo Marietti (5), Marty Kausas (5), Viraj Parekh (4), Chris Saad (3)

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2026 6 mentions in 2 episodes 3 per episode
2025 40 mentions in 20 episodes 2 per episode
2024 51 mentions in 15 episodes 3 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Airbnb, oldest first

May 13, 2024 bearish
Insight
Building a direct B2C travel brand is nearly impossible against established incumbents
“And for us, we always came to the conclusion that they're always going to end on their direct brand. Booker.com, Airbnb, Expedia, wherever they have more loyalty points. So for us to create such a strong brand that we will be able to attract customers to us, w…”
Andrew Lockhead May 13, 2024 ▶ 12:20 COVID nearly bankrupted him. Then with AI he grew from $0 to $25M ARR in 4 years. | Andrew Lockhe... · PMF Show
May 13, 2024 negative
Assertion Not checkable as stated
Airbnb's 2021 affiliate program shutdown wiped out 72% of Stay22's supply
“March 20, 21, we lost our biggest supplier, which was Airbnb. So Airbnb decided to drop complicated affiliation platform. They wanted to go public. So go with the S one show that 95% of people go direct to Airbnb. So they shut down everyone and Airbnb was repr…”
Andrew Lockhead May 13, 2024 ▶ 28:21 COVID nearly bankrupted him. Then with AI he grew from $0 to $25M ARR in 4 years. | Andrew Lockhe... · PMF Show
Jan 9, 2025 neutral
Insight
Founders Misunderstand the Advice to Do Things That Don't Scale
“What they were doing was going out and taking the first few photos to set the bar for their scalable marketplace. So they did things that don't scale to bootstrap a scalable marketplace. And that's the part, but that's the second part of the sentence. That mos…”
Chris Saad Jan 9, 2025 ▶ 23:17 The 5 Steps to Product-Market Fit w/ Chris Saad, ex-Head of Product at Uber, Host of The Startup ... · PMF Show
Jul 17, 2025
Insight
Maples: A startup's only advantage is turning incumbents' strengths into weaknesses
“When you're a startup, the only advantage you have is your ability to change the subject. And so you want to have something that disorients the incumbents that turns, you know, Airbnb, they didn't try to have a better hotel. They turned the strengths of hotels…”
Mike Maples Jul 17, 2025 ▶ 16:03 Mike Maples: Your Startup Idea Isn’t Crazy Enough—And it's holding you back | Mike Maples, Founde... · PMF Show
Dec 18, 2025
Disclosure
Astronomer First Used Airflow as Hidden Backend Infrastructure
“The first version we built of that product, we built that backend orchestration piece. We used a cloud native service for that, something called SWF, Simple Workflows. And that was good, but what we found was we needed something a lot more dynamic, and we need…”
Viraj Parekh Dec 18, 2025 ▶ 7:18 He killed a $100K ARR product & pivoted—then raised $375M. | Viraj Parekh, Co-Founder of Astronomer · PMF Show
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