I was looking at OpenTable data and Hotel Data this week. As I am back in SF, I have been looking to catch up with friends over dinner.
I can’t imagine how painful it must be to own a boutique hotel or a restaurant. Aside from the many that have gone bankrupt, the ones that survived are still operating under capacity.
The same goes for hotels. I flew 20+ times since October, both in Brazil and in the US. This past weekend my MIA-SFO was completely full. Good.
It’s coming back. Slowly, but coming back. Let’s go America. Let’s come back.
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For those who don't know, Lucas is a venture investor at Astella, an early-stage venture capital firm focused on supporting entrepreneurs in Brazil.
I have been self-quarantining for the past 10 days as I have presented all COVID-19 symptoms. Some people close to me also tested positive.
As I read Nassim Taleb's Skin in the Game, I ponder about the need to have skin in the game to build something valuable, enduring, and long-lasting.
