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ted (not lasso)
@ted
on the contrary, i'm very bullish Airbnb after Brian Chesky just announced this new update expanding from core "homes" business to experiences/services. brings airbnb much closer to a luxury hotel experience (book massage, facial, trainer, exclusive activities). https://x.com/bchesky/status/1922364651775385999
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@moe
disagree. a huge part of luxury hospitality and experiences is the quality of customer service. airbnb has been getting substantially worse on this over the years. so before they can expand their offering well, they need to figure out the customer service part which they didn’t and it’s not even a focus for them. bearish 👎
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