Thinking about emerging from SIP, I have two predictions about travel market. 1) Airbnb will rebound much quicker than traditional lodging, & 2) Camping will explode as an alternative to both. Should be hugely beneficial for http://www.hipcamp.com  ( @benchmark investment).

Here is logic. The "riskiest" travel will be a dense, tall hotel that requires long elevator rides, has an intimidating HVAC system, and shared eating facility. An Airbnb makes those problems go away, and an individualized campsite is the exact opposite end of the spectrum.

People want out (more than ever). And they want experiences that are counter to living in one house or one room for 8 weeks. Busting out to a boutique camping experience will be the safest way top go. But even an individualized home will feel much better than a high-rise.

And let's not forget that recent data suggests being outdoors is much safer than being indoors. This may be the biggest camping summer in a very long time. Rightfully (and safely) so. https://twitter.com/ScottGottliebMD/status/1258019643459018752?s=20