What i react to with Airbnb is that their current postions and current revenue after all this time and looking at how successful they are still isn't enough for them to support their own growth.

I understand how the market work but I am not sure I understand why this is a good strategy unless as a business who want to be around. There will always be competitors always be someone biting them in the behind just like with Amazon btw.

If thats what it takes to be in business thats what it takes but it's hard for me to get my head around why this is healthy or normal.

I'm not sure if "their competitive dynamics are similar to Amazon's" is helping your argument, since one of the last things I'd ever want to do is compete head-on with Amazon in one of their core areas.

I am not making an argument I am not trying to convince you of anything. I am trying to understand whats going on and so far I haven't heard anything that changed my feeling that somethings gotta give in all this.

But you have to turn this around and ask why is Amazon feeling like they have to grow when they can be profitable if it's not that they are afraid to be outcompeted at one point.