TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And we want to be agentic.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
But I think the key is most of Airbnb is not the app that you use.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
It's mostly the offline experience.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
It's the operation.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
question for you.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Before you say it, one of the things is the last time I was on, I did make a comment, and I'll make it again.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Almost every AI company is an enterprise company.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And the last stat I think I said on TBPN was like three months ago, and the stats haven't changed.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
I think it was 175 companies in a YC batch, and I think 16 were consumer.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
That trend hasn't changed.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Almost everyone is going into coding.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Almost everyone's going to enterprise.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
I think that's great.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
My whole point, though, is that the consumer
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
experience hasn't fundamentally changed that much being a chatbot, and I think the consumer is a massive opportunity for AI, and I think it's going to need to be a richer user interface.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
I think people that want to do more things, they want it to be, I mean, modern AI today is text, photos, and buttons.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
mostly, in some videos.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And I think there's a more breakthrough visual paradigm that can be much more immersive.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And with the new image and video generation models, you could do something so much more immersive.
TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
So the exact example you gave of trying to book a hotel, yeah, you can do it on chatbot, but there's probably some more breakthrough way to imagine that, to visualize it, to see the neighborhood, to see the map, to be able to talk to it, to understand where it is, to be able to compare photos, different hotels.