[askafriend]

I can tell you right now that 10% wouldn't shift demand meaningfully in cities like San Francisco. I don't think most people would even notice a 10% increase to be honest.

Of course, they're probably already profitable in major cities like SF and pricing is probably already adjusted to reflect the maturity of the market.

People need to start talking about these companies on a per-market basis. The broad 10% number doesn't make sense since every market that these companies are in is at a different stage of adoption.