Well, unique and amazing experiences will probably cause them fewer legal issues for Airbnb over the long-term. As opposed to being a universal marketplace where people aren't necessarily abiding by their own leases.
They are valued at $10 billion. They don't have $10 billion. If NYC or SF decided to crackdown harder on Airbnb hosts, then that valuation would drop.
However, if they can move into the slightly more predictable (and defensible) position of providing unique getaways, then they would be in a better position for when that inevitable crackdown does occur.
Another thing that might affect their valuation is whether or not investors believe Airbnb may grow to serve a universal market or just a niche market.
