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I think the interesting question here is who leaked this email to allthingsd. If the VC really wanted to give the Airbnbs a heads up (as he makes it sound in th
by paulkoer 15y ago
I think the interesting question here is who leaked this email to allthingsd. If the VC really wanted to give the Airbnbs a heads up (as he makes it sound in the email ... take care, let's keep in touch, etc) then I don't think there was any necessity to leak this and I am quite sure the Airbnbs wouldn't want it out in the open either.
And then... the Groupon comparison kind of sticks in your mind, doesn't it? I don't know, I get the feeling there is more behind this ...
- veyron 15y agoHere's what probably happened: 1) Chamath talked with airbnb, and he felt that he was scoffed or otherwise disregarded 2) Chamath talked with Reid Hoffman, and both concur on the matter 3) Reid and others talk with AirBNB but the airbnb people stuck to their guns 4) Chamath believes that he is right in his view, and hopes that by going to the public, others (i.e. PG) will pressure airbnb to reconsider (especially with the groupon comparison) Now, I don't know the airbnb founders directly, but I'm certain that if they felt that other investors were concerned about the arrangement, they would either change the terms or decline to take the opportunity. If Chamath doesnt want to participate, its his prerogative, and expressing his concern to the public really doesn't help his prospects of investing with airbnb or any other yc company.