Startups
Has Airbnb’s moat fundamentally changed? “I will not promote”
I’ve been thinking about how much the short term rental ecosystem has changed over the last 10 years, and I’m curious if I’m missing something. When Airbnb launched, it provided almost everything a host needed: payments, calendars, messaging, reviews, and distribution. For many hosts, Airbnb was their software stack. Today that seems different. A large percentage of professional hosts now use PMS platforms like Guesty, Hostaway, Hospitable, Lodgify, and others. Those systems increasingly...
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