Airbnb, every mention
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every year anyone Jason Calacanis 93Chamath Palihapitiya 19David Sacks 13David Friedberg 13Brian Armstrong 2Vinod Khosla 1Roelof Botha 1
Verbatim, from the transcripts: the passages where Airbnb comes up
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:31:35 Chamath Palihapitiya Well, that's an Airbnb problem. 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 1:34:04 Jason Calacanis He's the co-founder of Airbnb, and he's doing this.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:40:29 Jason Calacanis It's just a, uh, Airbnb art.
They're Opening the Stock Market to Everyone. Here's What That Actually Means
- ▶ 32:21 Jason Calacanis If you were an Uber driver or an Airbnb host or an HR person using LinkedIn as a private company, buy those stocks where you have an insight and you have an instinct into maybe purchasing.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 1:56 David Sacks The Airbnb photos look great.
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
- ▶ 26:36 Jason Calacanis And these micro hospitals, just like people are putting ADU units in the back of their homes to get an extra, you know, apartment for grandma and grandpa, or as an Airbnb, my understanding is there's a bunch of startups working on the…
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 4:09 Jason Calacanis And so, you know, in our industry, sometimes you have to reinterpret rules, Airbnb,
- ▶ 20:21 Brian Armstrong And then, yeah, I mean, Uber and Airbnb and a lot of these things, like they, all the money was made by private investors or credit investors, like you, you know, yourself. 2 times in the scene
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
- ▶ 3:19 Roelof Botha I think Venture 12, which has Airbnb, Dropbox, Natera, AdMob, and a couple of other companies.
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 1:02 David Friedberg In technology venture investing, because when you find that one or two great hit, the Uber, that has a great network effect, or the Airbnb, or the Google, it has a runaway effect in the market, and it accumulates all the capital and…
- ▶ 5:21 David Friedberg Airbnb went public after 12 years worth forty seven billion. 2 times in the scene
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:12:14 David Friedberg In technology venture investing, because when you find that one or two great hit, the Uber, that has a great network effect, or the Airbnb, or the Google, it has a runaway effect in the market, and it accumulates all the capital and… 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 3:49 Jason Calacanis Uh, yeah, it's, uh, it's available on Airbnb, so I'm here in LA, but
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 56:19 Jason Calacanis I mean, because we, you and I came up when, like, was a golden era of M&A, and then, you know, the IPO market started to open up with Airbnb, Coinbase, and of course, Uber.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 1:04:40 Jason Calacanis eBay, Etsy, Airbnb, 2 times in the scene
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 1:11:50 Jason Calacanis Airbnb. 2 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:13:46 Jason Calacanis I went with the on-demand economy with Uber, Airbnb, and DoorDash. 2 times in the scene
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 23:52 Jason Calacanis They're gonna look at something like Airbnb and say, this will never work. 2 times in the scene
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 36:09 Jason Calacanis If Amazon can't buy it, and Tesla can't buy it, and Amazon can't buy it, but they could merge with Uber, Lyft, DoorDash, you know, all those mid Airbnb, if those companies could consolidate, can you imagine what would happen if Amazon 2 times in the scene
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
- ▶ 21:02 Jason Calacanis Three or four years ago, Uber, Airbnb, Google, and Facebook had more employees or the same number of employees they have now while growing.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 25:26 Jason Calacanis You could click on Airbnb or, you know, Tesla B&B, press a button and the thing could drive to your driveway.
- ▶ 28:43 Jason Calacanis It was like Airbnb before Airbnb existed. 3 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 24:25 Jason Calacanis If you look at the cost of insurance, if a hundred different people bundled the cost of their homes together, put money into some sort of platform, like an Uber, Airbnb marketplace, and there was some management structure here of…
- ▶ 1:00:20 Jason Calacanis Uber, Coinbase, Airbnb.
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 40:07 Jason Calacanis If you look at Google, Uber, Airbnb, and Facebook Meta,
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 9:11 Jason Calacanis It was based on a talk that Airbnb CEO Brian Chesky gave to a group of YC founders last week, where he said, hey, the advice I got on running a large company, uh, was to hire good people and give them room to do their jobs.
- ▶ 25:03 David Friedberg Well, building a unique business, and I think if you look at Airbnb, and I'll give Brian Chesky incredible credit for this, you look at Uber, you look at how Steve Jobs built Apple, what every one of these businesses have in common is that… 4 times in the scene
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 30:17 Chamath Palihapitiya So the one that was interesting this past week, Jason, you mentioned millennials, but like Airbnb, where you think all these young people are running around YOLO-ing whatever cash they have. 4 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 1:19:20 Jason Calacanis Like some people say Airbnb did.
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 41:59 Jason Calacanis I, I honestly, my theory on this is the, because there's not three competing offer sacks from big tech, when you're a startup, you know, trying to land somebody and you're like, we have to beat Uber or Airbnb or Coinbase, you know, like a… 2 times in the scene
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 49:45 Jason Calacanis CEOs like Brian Chesky from Airbnb and Aaron Levy from Box.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 24:01 David Friedberg Brian Chesky and Airbnb.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 3:13 Jason Calacanis In other words, they added like two and a half Airbnbs to their valuation, but let's just get to the results.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 1:26:01 Jason Calacanis And people conflate the numbers, especially in the early stage of startups, people were referring to Airbnb and Uber and DoorDash's revenue as the gross market, you know, transactions and like, well, yeah. 3 times in the scene
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 55:23 Jason Calacanis And I think that's where like these super apps are doing really well or Airbnb adding.
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
- ▶ 1:03:04 Jason Calacanis Uber, Airbnb.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 56:22 Jason Calacanis So they're going to go for small luxuries like DoorDash, Airbnb, Uber, small things to have great experiences. 2 times in the scene
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 40:15 Jason Calacanis And we've seen all the companies that went public, whether it's Airbnb or Uber are now focused on ringing the cash register and being profitable.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:00:27 Jason Calacanis I mean, unless it's a serial entrepreneur, and we're seeing two or three people who worked at Uber or Google or Airbnb.
All-In Summit: In conversation with Vinod Khosla
- ▶ 22:27 Vinod Khosla Would somebody at Hilton do, uh, uh, Airbnb?
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 54:43 Chamath Palihapitiya I think what's working in favor of Instacart is that if you compare it to probably Uber and DoorDash, or Airbnb at least, Airbnb, Dash, I'm gonna guess that it looks pretty cheap. 3 times in the scene
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 23:50 Jason Calacanis I mean, the series A's back in the, you know, Uber days and Airbnb days were what, five, ten million bucks on a thirty million.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 9:16 Jason Calacanis Yeah, and it was when the the moment I saw Zuckerberg and Airbnb, Uber, other places just start and obviously Google and Microsoft start making cuts, you're like, okay, people are going to lower their costs.
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 12:18 Jason Calacanis Airbnb was going against, like, hotels.
- ▶ 1:24:28 Jason Calacanis Two or three people who don't have job offers from Uber and Airbnb and Google and Facebook just saying, fuck it.
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 54:37 Jason Calacanis And I can tell you, you know, spending a lot of time traveling, meeting with people in Japan, in UAE, et cetera.
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 17:05 David Sacks You say, book me a plane ticket and then an Airbnb for this trip.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 1:20 Jason Calacanis If you remember, uh, for folks listening, Airbnb, Uber famously took over 10 years to go public.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 18:09 Jason Calacanis If we look at the next cohort of companies, Airbnbs, Coinbases, Ubers, et cetera, they focus on the top line growth, much like the Amazon, which was a very obscure approach, correct Chamath, in, in the history of this.
E110: 2023 Bestie Predictions!
- ▶ 29:17 Jason Calacanis I think the, uh, DoorDash's, AirBnB's, Ubers, Etsy's of the world, who need entrepreneurs, they need workers, they need supply. 2 times in the scene
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:46:59 Jason Calacanis I'm going to go in a similar fashion as Chamath and Sachs and go with the money losing CEOs who have dedicated themselves to free cash flow and to getting to profitability from the last cycle, Airbnb and Uber were the money losers. 2 times in the scene
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
- ▶ 1:27:31 Chamath Palihapitiya Twitter, former idiot CEO versus the Airbnb CEO, making housing more expensive.
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 49:52 Jason Calacanis And then because their stock prices are so depressed right now, maybe even a mid cap one like a Twilio or an Uber or an Airbnb, if they were cut costs and then start buying back their shares, which some companies have been doing. 6 times in the scene
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 15:58 Chamath Palihapitiya Atlassian, Tesla, Uber, Google, Airbnb, Uber, Instagram, WhatsApp, incredible businesses that have created tremendous value.
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 9:16 Jason Calacanis Uh, you can see the first vision fund racing up, uh, then coming down, I think after that summer of IPOs, uh, that we had in the Airbnb Uber days, um, and then a huge peak run up in 20, 21, and then coming crashing down.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:21:51 Jason Calacanis Everybody knew Airbnb and Uber were winners.
- ▶ 1:40:12 Jason Calacanis I, yeah, I mean, this is where, like, they could buy DoorDash, Uber, Lyft, those kind of real-world services, Airbnb.
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 33:04 Jason Calacanis You're not allowed to buy a share of LinkedIn or Uber or Airbnb, even though you stayed in an Airbnb, we were an Airbnb host, you're too stupid to buy Airbnb shares when it's private.
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 1:17:20 Chamath Palihapitiya So I'm, you know, I, I'd love to believe that everybody's gonna be Airbnb-ing in a castle and a tent and a fucking treehouse, but I'm just not sure that that's realistic to really solve the big problems that America has.
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 23:12 Chamath Palihapitiya That wasn't sustainable, whether that meant not having a job or whether that meant, you know, vacationing and staying in Airbnbs, all of that will come to an end.
- ▶ 1:38:39 Chamath Palihapitiya I saw this thing where, um, there's a, there's a new product implementation on Airbnb that allows you to kind of like, you know, search by campgrounds or search by castles or it's by vibe.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 21:44 Jason Calacanis Okay, let's try this new thing like this Airbnb, somebody rents you their apartment, they move in with another person.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 33:24 Jason Calacanis Brad, when we saw at the peak of the pandemic, some leadership, I'd say, you know, seasoned or well informed leadership, Airbnb and Uber come to mind, cut their staffs massively.
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 1:05:05 Jason Calacanis Uh, Stripe is the biggest company to come out of YC ever, I guess, along with Airbnb.
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- ▶ 1:19:12 Jason Calacanis A recruiter in year two, or they were an Uber driver be able to buy Uber shares, or if they were an Airbnb host be able to buy Airbnb shares as a private company will change the entire complexion of upward mobility in the United States and… 2 times in the scene
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- ▶ 1:03:22 Jason Calacanis Figuring out an Airbnb how to go global quickly.
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 54:15 Jason Calacanis Obviously over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
- ▶ 7:33 Jason Calacanis These DAOs are pushing the envelope in the same way Airbnb and Uber did in terms of, you know, bending the rules about ride sharing or renting your extra room.
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 11:02 Jason Calacanis So so it's not like you're saying Airbnb can't go up, or Facebook can't go up 4 times in the scene
- ▶ 18:50 Jason Calacanis We were expecting, you know, uh, Airbnb, Ubers and Lyfts to over 10 years to go public.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 51:12 David Friedberg And so this is like what we saw, you know, Airbnb is a hotel chain without hotels.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 43:35 Jason Calacanis Uber, Airbnb.
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 1:07:21 Jason Calacanis I'm staying in an Airbnb. 2 times in the scene
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- ▶ 30:55 Jason Calacanis Also, uh, companies are going public earlier, so this is going to become a bigger issue because it's an easy decision in year 11 if you were an Uber investor or an Airbnb investor to say, okay, it's been 11 years, we're going to give you…
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 15:46 Jason Calacanis Yeah, but what if there's a new category that comes out like on demand and something like Uber comes along or Airbnb, and it doesn't fit the framework?
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 1:08:20 Jason Calacanis And this, imagine if Airbnb
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- ▶ 1:08:25 Chamath Palihapitiya You know, Airbnb at a billion, obviously, I actually did invest, I agreed to invest, but then I got into a huge public snafu with, with Chesky, because he was taking a bunch of money off the table, and then we ended up not even finalizing…
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
- ▶ 9:31 David Sacks Look what Airbnb did during COVID, right? 4 times in the scene
- ▶ 18:48 Chamath Palihapitiya But if that is, in fact, what happened, because you look at the, for example, the pound of flesh that, you know, Silverlight got out of Airbnb, what a brilliant trade. 2 times in the scene
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- ▶ 1:00:53 Jason Calacanis Every single Uber driver, Lyft driver, Postmates driver, Airbnb host, uh, or a person who used the Cash App or PayPal would have said, I can, as one of the first users, I have access to buy shares.
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- ▶ 0:27 Jason Calacanis And, uh, it's been a big week here in Silicon Valley with Airbnb and Wish, both going public for over a hundred billion dollars combined. 2 times in the scene
- ▶ 2:35 David Sacks Let's just talk about the market cap of Airbnb, or wish for that matter. 7 times in the scene
- ▶ 32:42 Jason Calacanis My best turnaround was Airbnb. 6 times in the scene
- ▶ 47:06 David Friedberg I got, um, I think people missed this, but at the bottom of the market, Silver Lake did this massive debt deal into Airbnb, which if you'll remember is reminiscent to me of Warren Buffett, you know, giving five billion dollars to Swiss Re… 2 times in the scene
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- ▶ 29:26 Jason Calacanis Now they can become the acquirers of these companies, and then they can compete.
E2: Rebooting economy, understanding corporate debt, avoiding a depression & more with David Sacks
- ▶ 3:01 Chamath Palihapitiya Was a prolific investor in some of the most well-known iconic businesses, uh, of this last generation, Airbnb, um, Uber, um, Slack, uh, the list goes on and on, and now is the co-founder, uh, of Craft Ventures, which is essentially, uh,…
E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
- ▶ 39:00 Jason Calacanis So wait, VCs are just going to make that, um, decision to say, hey, my investment in Airbnb, Slack, or Uber is worth X now. 2 times in the scene
E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
- ▶ 52:33 Jason Calacanis From placing a bet on investing in a private Airbnb or LinkedIn or, or something like that, and we, we have these rules that might be 50 or a hundred years old in the case of accreditation laws.
- ▶ 1:19:08 Chamath Palihapitiya I've read about Airbnb.