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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During most of 2017, I averaged 5–6 hours a night. Not sleeping enough was killing me and my ability to get things done.
In this episode, we had a very delightful debate about social causes and how we contribute individually to make a better society.
As an investor, CEO, founder, or leader you must persevere until exhaustion, with discipline and rational determination.