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0 pointslistenallyall11mo ago0 comments

> My impression has been that AirBNB's customers are actually the hosts

Yes for sure. Avg # of transactions per host dwarfs avg # of transactions per guest. Same with revenue. A frustrated host who pulls a unit (often, multiple units) off the platform is much more detrimental than an individual customer leaving the platform.

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csomar11mo ago

This could also be played the other way around if the customers are completely churned. (ie: airbnb will lose a full unit with XX bookings but can also loose XX customers multiplied by XX Life Time Value).

YouWhy11mo ago

The duty cycle (number of business days per year) is less than 1% for typical guests but around 100% for a sizeable chuck of hosts, and in the 20-80% range for a lot of the rest.

Hence I expect the host LTV to be a couple of orders of magnitude greater to that of guests.

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