On-Demand Platforms = Big Numbers + High Growth Real-Time Internet-Enabled Platforms Marketplaces Uber @ 4MM Driver-Partners Etsy @ 2MM Sellers Airbnb @ 6MM Listings l $60B 6MM l $4B 4MM 250MM 6MM a a les b b a l S l l Glo a l a a Glo e a b , b b , s is b s r d Glo e n Glo Glo ing a Glo , n , , k t h ) , s o $30B 3MM r c S $2B 2MM s ls o a r r a125MM 3MM ing P e e iv t B - ll r r M GM e r is s ( A L s ive s S o s t e Dr o s iv Gr e t Gr c Gu A $0 0 $0 0 0 0 20142015201620172018 2012 2014 2016 2018 2010 2012 2014 2016 2018 Gross Bookings Driver-Partners GMS Sellers Guest Arrivals Active Listings DoorDash @ 1.3MMDashers Wonolo @ 230K Workers VIPKid @ 70K Teachers l 1.4MM l 250K 900K 110K a a b b l l Glo a a Glo , b b s , r s e r Glo Glo h 0.7MM e s k 125K , 450K 55K , a r s s o t r D n e W e h e d c im d u t e t e d S Tea if r L a o 0 b 201420152016201720182019 On 0 0 0 2014 2015 2016 2017 2018 2017 2018 2019 Lifetime Dashers Onboarded Workers Teachers Students Uber Source: Uber DoorDash Source: DoorDash. Note: Lifetime Dashers defined as the total number of people that have dashed on the platform through the end of each year. 2019 figures are as of 5/19. Etsy Source: Etsy. Airbnb Source: Airbnb, Note: Airbnb 2017 & 2018 Guest arrivals based on estimates from total guest arrivals disclosures Internet Trends in 2018 & 2019. 500MM guest arrivals have occurred via Airbnb as of 2019. VIPKid Source: Company Press Releases (3/19). Wonolo Source: Wonolo. 227 2019