Ken Gorer

Ken Gorer pressed Brian Chesky on his belief in re-accelerating the core business into the low teens, seeking further elaboration. He also asked about Airbnb's stance on third-party apps creating discovery experiences for Airbnb inventory versus developing its proprietary AI-powered search.

Answer

Airbnb CEO Brian Chesky reiterated confidence in re-accelerating the core business by tapping into the large hotel market (9:1 ratio) through improved affordability, quality, services, and supply, appealing to new generations. Regarding AI search, he emphasized Airbnb's proprietary experience and specialization but remains open to mindful, case-by-case third-party integrations, avoiding commodity positioning.

Ken Gorer pressed for more details on Airbnb's belief in re-accelerating its core business, potentially into the low teens, and discussed the strategy for AI search regarding third-party apps versus a proprietary search experience.

Answer

Brian Chesky, CEO of Airbnb, reiterated the potential for core business re-acceleration by addressing affordability, quality, services, and supply, aiming to capture a larger share of the market where 9 out of 10 people still choose hotels. He stated that no market is truly mature without policy constraints. Regarding AI search, Airbnb believes specialization will win in travel and aims to provide the best proprietary search experience, but remains open-minded to mindful integrations with other platforms.