This is right, but isamuel is also right in that there is the separate effect of the price of control, such that in reality it's harder to say what would happen

This is right, but isamuel is also right in that there is the separate effect of the price of control, such that in reality it's harder to say what would happen in the AirBnB case because of the interaction effects. It would be interesting to probe into further, but the most directly applicable data is probably fairly hard to get ahold of, given that it's investment/acquisition offers not taken in lieu of the other.