They do have functional infrastructure but their business is suffering a catstrophic shift. As I mention, a lot of the hosts are either going to go into foreclo

They do have functional infrastructure but their business is suffering a catstrophic shift. As I mention, a lot of the hosts are either going to go into foreclosure or they will convert to long term rentals. A lot of people were buying condos and converting them to Airbnb because the revenues were so predictable. That won't happen in 2020 and 2021. It will take many years for inventory to come back up to 2019 levels and less inventory means less revenues, even if people started to travel again, which also is unlikely in the next couple of years.