1/ Review of the ABNB S-1 utilizing experience from IB and running an Airbnb startup. Started on Twitter in 2020 and have benefited from the quality of information on shared by the community. My effort to give back and share my insight on a topic where I have some unique insight.
@TrungTPhan Agree except Google. It’s has the 3rd higher distribution besides Apple (iOS) and Meta. Google search, maps, Waze, docs, YouTube, Nest, Home, Gmail -> tremendous number of customer touch points and data.