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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Once a week, right after a formal turndown, I get a founder asking me if I can introduce them to other investors. This is a weak and stupid ask.
In this episode, I had the honor of talking to Jeff Williams, SVP, Industry Solutions & Strategy at Altvia. You can listen to it on Spotify, and other apps.
On Monday we published the first episode of the Inevitable Podcast. Our first guest is Rafael Sanches. I've known him for about 7 years.