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Ken Gawronski

Research Analyst at Wells Fargo

Ken Gawronski's questions to Airbnb (ABNB) leadership

Question · Q4 2025

Ken Gawronski inquired about Airbnb's vision for a loyalty program across its various products and services, and how the 'Project Y' initiative for faster decision-making and product releases might impact the company's biannual product release cadence.

Answer

Brian Chesky, Co-founder and CEO of Airbnb, stated that while biannual product release moments will continue, the methodology will shift to continuous shipping, with releases serving more as marketing showcases rather than holding back features. He emphasized that 'Project Y' means shipping the moment features are ready, especially in the age of AI. Regarding loyalty, he noted that Airbnb is actively testing different benefits for a unique loyalty program, viewing it as a potential massive accelerant.

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