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cover of episode (Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an Error

(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an Error

2025/5/15
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Sharp Tech with Ben Thompson
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创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
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Andrew Sharp: 我认为Airbnb推出新服务，例如私人厨师和发型师，是为了扩展其平台。Joseph提出的“加拿大魔鬼综合症”理论，点出了Airbnb在追求理想化连接的同时，其商业模式的本质仍然是短期租赁市场。我个人认为，Airbnb的体验有时会被不公平地贬低。 Ben Thompson: 我认为Brian Chesky试图模仿乔布斯和迪士尼，追求对细节和用户体验的极致控制。然而，Airbnb作为一个平台，其核心挑战在于无法直接控制用户体验，这与Chesky想要施加的控制之间存在根本矛盾。我对Airbnb的新服务持怀疑态度，因为质量认证与规模化运营存在冲突。我认为Airbnb应用程序的设计很棒，但这与业务成功与否关系不大，关键在于供应和需求的匹配。

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Reactions to a revamped app and the expanded ambitions of Airbnb, an excellent email about practical considerations for leaders if AI accelerates a bifurcation of society, and thoughts on HBO's rebrand and ESPN's new streaming app.

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@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode — Stratechery Update)

It’s Not Max, It’s HBO Max: Streaming Service Flips Name Again — Bloomberg)

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