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Rosalie LaPlante's avatar

Another interesting and thoughtful article. Love this site!!!

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Andy DeMeo's avatar

This is a killer analysis. Great work as always. I would be curious as to your thoughts on Airbnb's regulatory struggles, such as those outlined in this WIRED article:

https://www.wired.com/story/inside-airbnbs-guerrilla-war-against-local-governments/

Do you see this impacting the IPO? This article is from 2019 but I'm sure a fair amount of these legal issues are still being hashed out.

I would think of the regulatory challenges as a reason not to invest, but am mostly curious what you think Jason!

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