Airbnb Analysis

January 3, 2018 Notes

Peter Thiel&Maria Bartimoro
  • Trends=buzzwords
  • As investment it is dangerous
  • The specific not yet thought thoroughly carefully enough
  • not trends but specific company
  • trends= undifferentiated, many competitors
  • unique company: one of a kind
  • Facebook, Airbnb, SpaceX= not trends but specific problems
  • Facebook= real identity; Airbnb= Hotel room substitute
  • Bottom-up approach, think tech biz opportunity= meet entrepreneurs