The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Airbnb's Smart Pricing algorithm underprices rental properties by 20% to 25%
“Our general kind of analysis shows that, you know, they're underpricing properties by about 20 to 25%.”
Airbnb's gross booking volume is approaching $100 million per day
“It's probably close to it's getting, it's approaching a hundred million dollars a day. I would say going through Airbnb.”
AirDNA trades free analytics for direct data from large property managers
“There's lots of sources, you know, it did start off as a scraper. But then, you know, as we had all this great data, we were able to sign partnerships with other software providers. So we'll sign deals with that channel managers or large property managers. To …”
Airbnb hosts discount unbooked nights early or spike prices last-minute
“Typically, you know, if you're not booked seven days out, most people are doing the fire sale. And then, you know, if you do get 24 to 48 hours out, you know, some guys are doing that sort of, let's, let's go up 50%, because, you know, hey, like, what do I hav…”
AirDNA evaluates 14 signals to distinguish real Airbnb bookings from blockouts
“We look at like the time of the booking window, your host activity, what your rate was, you know, 12, 14 different signals actually to say whether it's a booking or a block date in your calendar. So that's kind of the core of our technology that we've been wor…”
AirDNA generates 50% additional revenue from B2B clients atop consumer subscriptions
“Add in another 50% for our B to B customers and you'll be pretty close.”
AirDNA consumer subscribers pay an average of $50/month per city
“For our consumer products online, it's an average of 50 bucks a month for analysis on a single city.”
AirDNA scrapes data on 10 million short-term rental properties almost daily
“We're scraping, you know, over five, well, about ten million properties almost every single day, so it's a no small feat, and this is kind of a global tool.”
AirDNA counts 5,000 paid MarketMinder subscribers and hundreds of B2B clients
“We have hundreds of B to B customers. So those would be like, you know hotels, you know, or academics or people. And we've got about 5000 active subscribers to our market minder product right now.”
Hotels buy AirDNA short-term rental data to plan new construction
“You know, we sell to the hotels and they see like Airbnbs are crushing it in this location. They're like, well, I should go build a new 300 unit hotel in that spot.”
AirDNA is more than doubling in revenue year-over-year
“We're over doubling in size over a year ago.”
Robin: STR Brain Aggregates Data From Mashvisor, VRBO, and AirDNA
“We use some of theirs, but we have a few other data sources. We have a lot from Mashvisor. AirDNA has a lot from VRBO, but we have a direct relationship with them and a few other providers, which slipped my mind at the moment, but I can get back to you on that…”