> Airbnb is the safer bet for growth because of the lack of competition Airbnb may not face huge direct competition like Uber does with Lyft, but there are st

> Airbnb is the safer bet for growth because of the lack of competition Airbnb may not face huge direct competition like Uber does with Lyft, but there are still lots of alternative products going against Airbnb. I look at Airbnb as the eBay for short-term rentals. It's a big marketplace with a lot of inventory and has a huge network effect helping it, but it's hard to serve every niche perfectly. So, just like companies like Reverb have flanked business from eBay, I think specialty companies can flank business from Airbnb as well.