[IkmoIkmo]

There's no vaccine yet. Given how many people are asymptomatic, I expect the virus to create a new wave in a business as usual scenario. I think people will be quite cautious, particularly in international travel. Local bookings should probably be higher than usual, foreign visits much lower than normal, but it's mostly foreign visits which drives airbnb worldwide as far as I know.

Second I really wonder if things will open up as per usual. There's a lot of talk that we'll see things stay restrictive for the rest of the year. Many countries for example mandate face masks in public transport. Some countries mandate offices to fill to at most 50% capacity, mandating 6 feet of distance. There's many countries which expect that to be the norm once things like restaurants open again as well. Basically the current supermarket model: you can shop, but only 50% of the normal occupancy. We'll likely see this for busses, for stores, offices, museums, parks etc. I don't expect a massive short-term surge myself.