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Podcast: The Tech Strategy Podcast
Episode: Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)
Description: This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some impact on how you would value it going forward.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The mentioned presentation by NYU Professor Damodaran is here.The mentioned factors for Airbnb were:Market size and / or growthCompetitive dynamics and strengthsIndustry and unit economicsRelated podcasts and articles:Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Se...