Airbnb

7 statements across 6 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Mar 8, 2024 by David Weisburd · said 68 times in 26 episodes since 2024 · across every show →

Mentions by year

brought up most by Molly O'Shea (20), Alfred Lin (10), Keith Rabois (7), Winston Weinberg (6), Henry Ward (3), Paul Klein (2), Ev Randle (2), Danielle Strachman (2)

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2026 21 mentions in 8 episodes 3 per episode
2025 43 mentions in 14 episodes 3 per episode
2024 4 mentions in 4 episodes 1 per episode

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Everything said about Airbnb, oldest first

Mar 8, 2024 positive
Assertion Supported
Weisburd: Founders Fund invests up to 25% of a fund in single positions
“He puts in every fund founders fund, I think puts up to 25%. Somebody could correct me, but up to 25%, a single position, they've done that with SpaceX, Airbnb, all these, you know, iconic companies.”
David Weisburd Mar 8, 2024 ▶ 14:31 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
Mar 29, 2024 positive
Insight
Power: Post-recession startups succeed due to founder pain thresholds, not asset pricing
“One of the reasons why the best companies have founded directly after recession has nothing to do with like pricing. It's just that you get people like Airbnb or Travis from Uber where they're just like, I have no other option. So my pain threshold is stupidly…”
Chris Power Mar 29, 2024 ▶ 39:44 Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
Oct 27, 2025 positive
Opinion
Brian Chesky was a great storyteller but needed early operational help
“Brian Chesky doesn't need to be told how to tell a story. He's such a great storyteller. But, you know, international expansion, sort of setting up operations. He may need more help on recruiting, what to look for, et cetera, in the early days.”
Alfred Lin Oct 27, 2025 ▶ 4:24 Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
Oct 30, 2025
Assertion Supported
Lin: Airbnb went from 40% growth to losing 80% of revenue
“A company that is used to growing 30, 40% a year went to losing 80% of its revenue.”
Alfred Lin Oct 30, 2025 ▶ 8:29 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
Oct 30, 2025
Disclosure
Lin: Airbnb raised debt instead of equity in 2020 to avoid dilution
“Obviously we needed to raise money. Do we do it in equity? Do we do it in debt? Equity would be very punitive at that time. We decided to do it in debt.”
Alfred Lin Oct 30, 2025 ▶ 11:20 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
Mar 9, 2026
Disclosure
Lin: Airbnb, DoorDash, Snowflake, and Square drove Sequoia's $43B distribution
“Airbnb, DoorDash, Unity, Snowflake I'm sure I'm missing a few others. Mongo, Square.”
Alfred Lin Mar 9, 2026 ▶ 3:17 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Jun 23, 2026 negative
Disclosure
Pincus: Advised Brian Chesky against celebrity chef Airbnb Experiences
“At one point, Airbnb, when they were launching experiences had, their original idea was that you'd have, like, Michael Minna come cook in your home, and all these amazing experiences, and I said to Brian Chesky, you know, I don't want Michael Minna, with all d…”
Mark Pincus Jun 23, 2026 ▶ 12:23 Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
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