Keith Rabois of Founders Fund + AirBnB’s earnings & evolving customer base, SF BOE recall | E1388

Summary: World-class investor-operator Keith Rabois is back for his eighth time! <br> <br> 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).<br> <br> When Keith joins (31:27), he and Jason discuss:<br> 1. How he called the top of the tech market in November 2021<br> 2. Keith's 2019 prediction that came true<br> 2. Venture Capital's decaying price discipline<br> 3. Facebook's challenge ahead<br> 4. Six predictions for the market