MBI’s PodcastAirbnb0:00Current time: 0:00 / Total time: -1:47:17-1:47:17Paid episodeThe full episode is only available to paid subscribers of MBI Deep DivesSubscribe to listenAirbnbFrom Cereal Boxes to "Seven-Star" Travel ExperienceMBI Deep DivesOct 19, 2022∙ Paid1ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inMBI’s PodcastInvestment ResearchInvestment ResearchSubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeMBI Deep DivesRecent EpisodesDoorDashJul 28 • MBI Deep DivesRobloxApr 28 • MBI Deep DivesRyan SpecialtyMar 20 • MBI Deep DivesFigmaJan 26 • MBI Deep DivesBooking HoldingsNov 24, 2025 • MBI Deep DivesInstacart: "Webvan done right"Oct 24, 2025 • MBI Deep DivesASMLSep 25, 2025 • MBI Deep DivesUnion PacificAug 20, 2025 • MBI Deep Dives
