The bigger they are, the harder they fall “ ” — Moving first is a tactic, not a goal….It’s much better to be a last mover. Peter Thiel This has NOTHING to do with sexual harrassment. Uber’s business model is broken, Airbnb’s is 100x better. Let me explain… Closing thoughts What do you think? Is screwed? Would you rather run Uber or ? Can save Uber from itself and its business model? Uber Airbnb Dara These questions are not considered enough by the tech community. Uber is arguably the greatest hit in history of VC (at least of pre-IPOs). The bigger they are, the harder they fall… and the bigger their appetite. I’m bearish on Uber and incredibly bullish on Airbnb. Thoughts?… Bonus: Article on the 5 types of network effects and how to hack them… Learned something? Click the 👏 to say “thanks!” and help others find this article.

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How Founders Can Avoid Screwing Up The Equity Equation: Game Theory…

Uber is Going to 0, and Benchmark Knows It! [PRESENTATION]

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