Brian Chesky

question for you.

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.

Almost every AI company is an enterprise company.

And the last stat I think I said on TBPN was like three months ago, and stats haven't changed.

I think it was 175 companies in a YC batch, and I think 16 were consumer.

That trend hasn't changed.

Almost everyone is going into coding.

Almost everyone's going to enterprise.

I think that's great.

My whole point, though, is that the consumer

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.

I think people that want to do more things, they want it to be, I mean, modern AI today is text, photos, and buttons.

mostly, in some videos.

And I think there's a more breakthrough visual paradigm that can be much more immersive.

And with the new image and video generation models, you could do something so much more immersive.

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.

There's something, I think, richer on the horizon.

Yeah, maybe the simple framework is think about a travel journey.

Step one is destination discovery.

Where should I travel?