Wrote about Airbnb and the under appreciated “costs” of overextending your time in private markets. Wanted to share some concepts/thoughts in this thread that didn’t make it into the write-up. (1/n)https://nongaap.substack.com/p/airbnb-air-boom-n-bust …
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You’d laugh if you knew the number of iterations and hot takes I removed from this write-up. Writing can be a dangerously self-indulgent exercise, but I tried my best to viciously edit. Pretty much the only thing that survived since day 1 is my Airbnb Silver Lake cereal box.pic.twitter.com/H3lfVB4h5o
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Replying to @NonGaap
DUDE, THIS IS MAKING ME LOL HARD. BRAVO!!!!!
9:57 AM - 17 Apr 2020
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