ABOUT THIS EPISODE
World-class investor-operator Keith Rabois is back for his eighth time!
But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58).
When Keith joins (31:27), he and Jason discuss:
- How he called the top of the tech market in November 2021
- Keith’s 2019 prediction that came true
- Venture Capital’s decaying price discipline
- Facebook’s challenge ahead
- Six predictions for the market
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