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Craig Shapiro ⚽️
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Founder and managing partner @collabfund.
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Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:
— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
2:28
"Ideas are like fish. And you don't make the fish, you catch the fish."
—David Lynch
—David Lynch
1:15
Morgan says the biggest bursts of innovation come from fear and necessity, not comfort. 🎯
"If you were an entrepreneur or a business owner in the 1930s during the Great Depression, every single morning you woke up scared out of your mind and you said, 'I need to get more productive, because if I don't, we're going to go bankrupt next week. So I need to figure out how to run my business way more efficiently and come up with new technologies, new ways to do things.' And the accumulated impact of that was enormous."
"If you were an entrepreneur or a business owner in the 1930s during the Great Depression, every single morning you woke up scared out of your mind and you said, 'I need to get more productive, because if I don't, we're going to go bankrupt next week. So I need to figure out how to run my business way more efficiently and come up with new technologies, new ways to do things.' And the accumulated impact of that was enormous."
1:14