On Invest Like the Best, Airbnb’s Brian Chesky: 1/ the future is consumer ai because currently the tools are not easy to use for average person 2/ people are not wired to pay for knowledge 3/ SF herd mentality means at this point enterprise is the hype 4/ hard to crack and scale consumer 5/ our apps all still look the same but they shouldn’t including Airbnb 6/ his prediction in 12-24 months we’ll see a renaissance in consumer AI.

My quick take: 1/ will China’s Doubao, Qwen, AI empowered WeChat going to show a new business model earlier? 2/ but they’re all trying to go enterprise (following anthropic’s success) now because consumer ai didn’t show profitability? 3/ need more grit and give it more time?