🏠 **聚焦核心业务与多元化拓展**：Airbnb CEO Brian Chesky认为，公司需要加速核心的房屋租赁业务（home rentals）增长，并在此基础上“叠加”发展其他业务。这意味着Airbnb将继续深耕其主营业务，同时积极培育和推广其新推出的服务（services）和体验（experiences）业务，目标是构建一个更加多元化的业务生态。

🚀 **从“火箭式增长”到可持续发展**：Chesky回顾了Airbnb创立初期的“火箭式增长”阶段，指出当时未能充分建立可持续发展的根基。疫情后，公司将重心放在成本控制和盈利能力上，并成功上市并实现盈利。如今，Airbnb正处于“重新发明”的最后阶段，旨在从一个单一的度假租赁公司转变为一个能够支撑多项业务的平台。

💡 **AI驱动与“全能应用”愿景**：Airbnb计划成为一个“AI优先”（AI-first）的应用，以期通过人工智能技术提升用户体验和运营效率。Chesky受到亚马逊的启发，希望Airbnb也能发展成一个能够预订各种类型体验和服务的一站式平台，即“全能应用”，满足用户多样化的旅行和生活需求。

📈 **增长前景与审慎展望**：尽管对公司当前的增长速度不满意，Chesky对Airbnb未来的增长充满信心，并相信明年能够实现显著的加速。他表示，不应将公司近期的增长放缓趋势简单地外推到未来，暗示公司有能力扭转局面，尽管他并未提供具体的增长指导数据，以避免过度承诺。

Airbnb CEO Brian Chesky said he's not satisfied with the company's growth rate.He said Airbnb is focusing on its core home rentals and its new services and experiences businesses.Chesky has also said Airbnb plans to become an AI-first app.

Airbnb is growing a lot slower than it was just a few years ago, but CEO Brian Chesky is hopeful the company can turn it around.

The Airbnb cofounder and CEO discussed the company's growth rate during an interview on Tuesday at the Skift Global Forum conference, where Chesky appeared virtually.

Chesky was asked to address how the company's revenue growth has slowed over the past several years. Airbnb saw 40% revenue growth in 2022, 18% growth in 2023, and 12% growth in 2024. In the first quarter of 2025, its revenue grew 6% year-over-year. In the second quarter, it was up 13%.

"Listen, I'm not happy about where the growth rate is at the company," Chesky said. "I think Airbnb should be growing significantly faster. It should at least be growing in the teens, and I aspire to run the kind of company that'd be growing at more than 20% one day."

In order to do that, Chesky said the company needed to accelerate its core business, aka home rentals, and "layer on many businesses."

Chesky said that previously Airbnb was a "hypergrowth" company, noting he had cofounded it from his apartment with his roommates. "We grew the company like a rocket ship, but what happened was we didn't really build a lot of the foundation to build a sustainable company," he said.

When the pandemic hit, he said Airbnb focused on cutting costs and becoming profitable. The company went public in 2020 and was profitable by 2022.

He said Airbnb realized it had built a vacation rental home company, but that it needed to "rebuild the entire company from the ground up" in order to have many more businesses, rather than just one.

"That's what we've been doing. The final stage is now we reinvent ourselves," Chesky said.

He outlined the company's big bets, including growing its home rental business domestically and abroad, expanding hotel offerings, and its experiences and services, both of which Chesky said he believes will be multi-billion dollar businesses one day.

Airbnb relaunched experiences and launched services in May. The idea is that travelers staying at Airbnb, or even locals at home, can book things like private chefs, personal trainers, photography, and massages on demand and directly to their door.

Chesky has been enthusiastic about the potential of Airbnb to be an "everything app," where countless types of experiences and services can be booked. He's said on several occasions that he got inspiration from Amazon, which transitioned from selling books to selling everything. He's also said Airbnb is going to become an AI-first app.

Chesky said Tuesday that he firmly believes Airbnb will accelerate growth next year, adding, "We're not putting out any guidance. I don't want to overpromise what we're going to do, but I don't think that people should take our extrapolation of deceleration and extrapolate that forward."

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