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ABNB and advertising
On the “Big Technology Podcast” today Airbnb CEO Brian Chesky confirmed the company will eventually move into ad business letting hosts advertise on platform.

One 3rd party analyst projected this could be a $3.7B annual rev biz by 2030

Chesky said they will move slowly to make sure they don’t inadvertently tax the user experience. But, it’s coming…no timeline

This is just 1 of the 3 areas of optionality I speculated on in my $ABNB deep dive

The other 2:

  1. capture more of the $1.8T global travel market by expanding into new segments like travel packages, car rental and meals

  1. entice a new generation of young people to live off its platform. This entails foregoing the traditional one year lease agreement to stay in multiple cities throughout the year, all powered by long term stays on Airbnb.
Airbnb Deep Dive: The verb for authentic travel, and maybe a new lifestyle
In early 2020 Airbnb faced a perfect storm. Coming off a significant ramp in spending, news of a deadly virus was emerging that would go to lock down the world. With plans for a public IPO, Airbnb was in for its most difficult period since the early days of its founding. What probably felt like a disaster for CEO Brian Chesky at the time turned out to be a transformational period for Airbnb. The category defining travel company would emerge in a much better position to capitalize on a revolution

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