Airbnb

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 2, 2020 by Siddhartha Ahluwalia · said 52 times in 30 episodes since 2019 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (9), Matt MacInnis (6), Dev Khare (4), Amit Somani (4), Manish Jindal (3), Vani Kola (2), Rehan Yar Khan (2), Anand Chandrasekaran (2)

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2026 12 mentions in 5 episodes 2 per episode
2025 7 mentions in 3 episodes 2 per episode
2024 5 mentions in 5 episodes 1 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
2020 11 mentions in 5 episodes 2 per episode
2019 8 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Airbnb, oldest first

Nov 2, 2020 positive
Assertion Supported
Ahluwalia: Airbnb generates more revenue from fewer, multi-month bookings
“Currently Airbnb is seeing you know, more revenues through less number of bookings because people are booking months for work from you know, beach locations rather than working from home.”
Siddhartha Ahluwalia Nov 2, 2020 ▶ 11:55 Inside the mind of Aloke Bajpai, Co-Founder & CEO, ixigo
Jun 18, 2026
Insight
AI startups should target analog competition, not frontier AI labs
“Pick a market with weak competition. Like ideally not competition that's other big tech companies or other AI labs. Like don't pick a market with Weak competition or analog competition. For example, Uber competed with taxi companies, analog competition, not a …”
Jonathan Siddharth Jun 18, 2026 ▶ 59:30 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
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