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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Being still is best one can do for oneself. In a world where most rather be stimulated or doped, stillness is a portal that connects you with the divine.
I love shopping offline and local. That said, traditional retailers that don’t innovate will die pretty fast. Long live $SHOP and $AMZN.
Today's episode is with Michael Sidgmore. Michael has spent his career as a financial technology investor and operator focused on financial services.