Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Jordi Hays

๐Ÿ‘ค Speaker
1407 total appearances

Appearances Over Time

Podcast Appearances

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

Everyone's like, it's hard to see two years out.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And if you look at the forecast of store growth, Chipotle's like,

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

In 2030, we will deliver exactly 200 new doors across these geos.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

You actually can think long term.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

Consumers are still going to want to eat food.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

They're going to want to eat healthy food in 2030, 2035, 2040.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And taking that long view, I think, is super important.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

You're doing drive-throughs now?

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

That's been my... So I've lived there for...

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

coming up on five years.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And early on, every time I would leave Malibu and go to somewhere else, I'd go to Montecito.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

There's much better restaurants, in my opinion, in Montecito, Santa Barbara, some of these other beach towns.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And I was trying to figure out why.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And it's entirely because the town is spread out

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

like you said, the density, it's spread out on this huge line.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

That was my intuition.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

Obviously, I don't have restaurant experience, but you can put a restaurant in Malibu, but it's still like 40 minutes in the car for like the average person in town, potentially, because you have to like get on PCH and drive like miles and miles and miles.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And if there's a little bit of traffic, then that's 20 minutes there, 20 minutes back.

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

And then it's like, I'm not, you know, people are just like, I'll just...

TBPN
Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

Yeah, like labor, you know, turnover will be higher.