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Airbnb

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 9, 2024 by Brad Gerstner · said 9 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (6), Bill Gurley (2), Ali Ghodsi (1)

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2025 2 mentions in 2 episodes 1 per episode
2024 7 mentions in 4 episodes 2 per episode

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Everything said about Airbnb, oldest first

Aug 9, 2024 bearish
Insight
Gerstner: Downturns in travel and entertainment spending signal severe consumer strain
“Airbnb and Disney and the cruise lines and the airlines start seeing downticks, now you know that the consumer is really getting pressured. So there is no doubt.”
Brad Gerstner Aug 9, 2024 ▶ 19:46 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 14, 2025 positive
Assertion Open · timeframe Jul 2026
Gerstner: Airbnb co-founder Joe Gebbia is designing Invest America frontend
“Joe Gebbia helping to design the front end of this, of course, from Airbnb.”
Brad Gerstner Oct 14, 2025 ▶ 49:20 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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