>You're ignoring a massive market for vacation rentals outside of major metropolitan areas that AirBnB has conquered from craigslist. But it’s still at the end

>You're ignoring a massive market for vacation rentals outside of major metropolitan areas that AirBnB has conquered from craigslist. But it’s still at the end of the day just a real estate play. If AirBnB wants to make another dollar, they have to list another property. They can’t just jack the prices like Netflix because they have serious competition on every front. There’s no services they are launching which will provide the kind of returns that technology investors are looking for. It’s linear growth at best.