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Airbnb Q1 2025 Update
Airbnb’s Q1 earnings announcement was mostly uneventful as macro noise drove the narrative.
May 2
•
Stephen Vafier
4
1
Designing 3D Network Effects
The False Promise of Network Effects
Apr 16
•
Stephen Vafier
1
1
Founder Mode at a Reasonable Price
Cheap for a Reason…Again
Apr 1
•
Stephen Vafier
4
1
Making Smaller Circles
This newsletter was formerly called Carolina Stories.
Apr 1
•
Stephen Vafier
3
1
Legal Disclaimer
At the time of publication of this newsletter, the author or the author’s affiliated entities may have a position in any of the securities discussed and…
Apr 1
•
Stephen Vafier
Practice Different
“What is it you do to practice that is analogous to how a pianist practices scales?”
Jan 30, 2023
•
Stephen Vafier
36
3
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