Airbnb is Going to Get Crushed in China / Asia. Rethink Your Valuation. (Tech Strategy Podcast 59)


This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some effect on how you would value it going forward.

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

The valuation presentation by NYU Professor Damodaran is here.

The mentioned factors for Airbnb were:

  1. Market size and / or growth
  2. Competitive dynamics and strengths
  3. Industry and unit economics

Related podcasts and articles:

Concepts for this class.

  • Digital Platforms: Marketplaces for Products and Services. This is on the right side of the pyramid below.
  • Bundling and Cross-Selling. These are under soft advantages below (light green).
  • Network Effects. This is under competitive advantage below (dark green).

Companies for this class:

  • Airbnb
This is part of Learning Goals: Level 5, with a focus on:
  • #16: Basics of Ctrip, Meituan and Other Marketplace Platforms for Services


I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

With my subscription newsletter, you will:

Get a deeper understanding of the strategies and business models of the best digital companies.

Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.

Get an edge in predicting what is going to happen next and who is going to win.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.


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