The New Era of Economic Abundance
- Long Tail of Supply: Building Inventory with No Time or Capital Constraints
Airbnb is forecasting $10 billion in revenue by 2020 and in order to achieve this, we calculate it needs to add 12 million accommodation listings, the equivalent of 12,000 hotels. This would take a traditional player like Hilton Worldwide nearly a century to achieve at a cost of $170 billion.
- Blue Ocean of Demand: Expanding Total Addressable Market (TAM) Beyond Traditional Categories
Uber is not only disrupting incumbents, but also gaining access to new tiers of non-customers. In San Francisco, Uber is generating driver revenue of $500 million a year, in excess of three times the $140 million revenue of the taxi market industry as a whole.After the webinar, download the full 62 page research report.