Shant Mesrobian
@shantmm
I'm a little late to this but here's my bull case/bear case. Bear: This isn't an amazingly innovative or groundbreaking idea, so it seems like if it was going to be a game changer they would've done it a long time ago. Feels more like desperation. Like picking some old things up from the cutting room floor. Perhaps a way to hide trouble in paradise. Also, the idea that people are dying to find more services and "experiences" to spend their money on just feels very 2010s millennial vibes. Bull: As the economy deteriorates more, people will be looking for new ways to make side income through gig work and side hustles. Airbnb's existing market share will instantly make it the central marketplace for people who don't want to do Uber or Doordash. The problem with this bull case is that if the economy does in fact deteriorate, who's going to pay for all the services and experiences? The top ten percent will not float the entire economy forever. Rating: Mostly Bear https://x.com/bchesky/status/1922364651775385999
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ted (not lasso)
@ted
ughhhh why am i forever an optimist?! i want to be a bull on this so badly, only because it is SO HARD to find high-quality services for women (like the ones they outlined in their pitch). yelp sucks, google reviews suck, i have to scour through tons of instagram stories + accounts like a detective to find a trusted service provider. that's my bull case. it could genuinely replace that.
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Shant Mesrobian
@shantmm
You could very well be right. I had no idea about Waymo's appeal to women until a few women told me.
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Jason
@jachian
Problem is likely that those who are good will eventually churn and make off platform deals until they are booked through. Thus leaving the mediocre left to book
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