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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.
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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,
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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.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
You actually can think long term.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Consumers are still going to want to eat food.
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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.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And taking that long view, I think, is super important.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
You're doing drive-throughs now?
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
That's been my... So I've lived there for...
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
coming up on five years.
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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.
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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.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And I was trying to figure out why.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
And it's entirely because the town is spread out
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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.
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
That was my intuition.
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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.
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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.
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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...
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Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria
Yeah, like labor, you know, turnover will be higher.