Comment by che_shirecat

You assume you have a choice in playing. Most of the supply will never consider listing on multiple marketplaces, because its a massive hassle. $ABNB is up 48% YTD bucking the rest of the market, they have strong financials and are massively profitable. The growth-at-all-costs play DID work, and now you have no choice but to bend the knee. Edge cases like this will never materially affect their business.