Summary: Is the gig economy on its way out? Will Airbnb suffer from Marriott’s latest play? To stay competitive, how are traditional companies repositioning their value in the marketplace? In this week’s episode, Brian and Malinda consider what it means to be a broker versus an owner. Drawing comparisons between companies like Airbnb and Marriott, Tesla and Uber, and Disney and Netflix, your hosts look at who is offering more value to the consumer. Tune in to learn how companies that once solved for access, are now competing with companies that are creating unique assets of their own.
What We Covered:
1:00 - What is the gig economy?
5:00 - Airbnb vs Marriott
6:00 - What is homesharing?
6:00 - Marriott moving into the homesharing space.
9:00 - Travel aggregators like Expedia and TripAdvisors are not surfacing the best deals.
9:00 - Hotel Impossible - Understanding pricing and the hotel market.
16:00 - Will regulations hurt Airbnb and Marriott?
17:00 - Tesla vs Uber
17:00 - Uber IPO
22:00 - Lyft’s IPO in March 2019
22:00 - Uber’s S1
25:00 - Elon Musk (Tesla) - Creating an appreciating asset not a depreciating asset.
26:00 - What is the sharing economy?
31:00 - What is a “Level 5” autonomous vehicle?
34:00 - Netflix vs Disney
35:00 - Disney’s streaming service: Disney+.
37:00 - The E-Commerce Equation Podcast - A look at Walmart and Amazon.
38:00 - Netflix is estimated to spend $15B in original content.
42:00 - Curation vs Discovery Podcast - How can companies service customers using data?