Brian Chesky

Even ChatGPT's breakout success, I would predict that most revenue is going to be going to Codex.

I might be wrong, but just given how much money is going to Claude.

And I think in the next two years, you're going to see a massive revolution in consumer.

And I think you're going to need a couple companies to lead the way.

I think we need reference points.

I mean, even me saying the chatbot's not the interface, people are probably asking, well, what is?

And someone needs to be the one to do that.

I mean, we're going to try to do our part.

I'm not sure Airbnb will be the company

to blaze the trail, but I think someone has to.

I think in another era, it would have been Apple.

The Steve Jobs era, Apple would have done that.

Maybe Apple will do that, but they would have been typically the company that would have done that.

I might be a little worried for the entrepreneurs

if they're like the 10th company doing something.

I mean, like Peter Thiel was one of our earliest investors, and he wrote this book, Zero to One, that a lot of people listening probably read.

He has a saying, competitions are losers, and you want to kind of try to do something that no one else is doing.

Back in the day, that was enterprise, because everyone was making an app.

And now, I just, I had to be careful about being the 10th company doing something, unless you're going to be a lot better decisively.

It's just really, really hard in a crowded market, so you want to kind of zig when everyone else is zagging.