“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…
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.