How Uber and Airbnb print
A take-rate on mobility and delivery. Ads and membership attach.
Host and guest fees on nights booked. Experiences are small.
The mix
Hover a slice
- Mobility52%—
- Delivery36%—
- Ads / membership / freight12%6%
- Nights booked—94%
- UberAirbnb
Uber
The marketplace is the product. The driver and the courier are not employees of the seat.
Pays: Riders, eaters, advertisers.
Builds: Marketplace, maps, and the people who keep supply on the road.
Airbnb
A take-rate on trust. The product is the listing and the payment.
Pays: Guests. Hosts pay too.
Builds: Search, trust, payments. Fewer hardware seats than a lab.