We know @Airbnb is building a full OTA flywheel but my take is this will not be what re-rates the whole company, is a latent advisor network sitting in plain sight.
https://t.co/lCwi1WM1ZA
@Airbnb has 5 million hosts. Identity-verified. Payment-integrated. Already trusted with your most important trip. That's not a lead list. That's the largest pre-onboarded advisor network in travel history. And nobody's named it yet.
The hard part isn't the software. @Airbnb will build that. The hard part is the other side direct supply contracts, margins that make the work worth doing, accountability at 5am when something breaks. That's the moat. That's what takes years.
@businessbarista Supplier repository loader
app to drop PDFs and Excels sheet. no context the AI is able to parse it for contract terms, pricing and vendors details auto web scrapping to extract content profile information and loading it with+ 90% accuracy. U might already be working on it ;)
No matter how talented the surfer or how good the board, you’ll never have a good surf without a wave.
In an ideal world, you’re excited about all three things. You’re excited about the wave (the market and why now), the surfboard (the product), and the surfer (the founders).
@nbt Love this!!
The surfer, the surfboard, and the wave
I don’t know who said this, but it’s become a common adage.
Every investment has three elements: the surfer, the surfboard, and the wave.
Of those three things, if you don’t get the wave right, nothing else matters.
@chamath The real differentiator is how the customer feels luxury experience often means finding someone who will truly listen to what you want and then deliver beyond expectations. Determining this desired outcome is what helps deliver a truly modern luxury experience” @MatthewUpchurch
Today I approached a Palestinian physician colleague at the hospital to say hello. Aware of our differences, he came with a smile and we shared a heartfelt embrace. He said “we need to show them how it’s done”. We shared and acknowledged each other’s sorrow. We hugged it out.
Incredibly excited to participate in the Travel Trends Podcast. I had a lot of fun recording it and feel really grateful to be a part of such a fantastic lineup this season.
https://t.co/yQIcyDkcM7