Airbnb

Airbnb is a global online marketplace that connects travelers with hosts offering unique accommodations and experiences. With listings in over 220 countries and regions, the company has become a leader in the sharing economy. Founded in 2008, Airbnb is led by CEO Brian Chesky and has over 7,500 employees worldwide. Competitors include HomeAway, Booking.com, and VRBO.

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Deep Research

What AI Means for Software Builders—and Software Business Models

By The Information Staff · Feb 18, 2026 11:11am PST
The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that automate coding are altering productivity assumptions, while AI-driven workflows are challenging how providers price and package their products. We asked Deep Research to analyze how these changes are affecting incumbents,... The impact of AI on software is showing up both on the engineering side and in the economics of...
Art by Clark Miller; Image courtesy of SpaceX
Sunday Insights

SpaceX IPO Could Tap Hordes of Individual Investors

By Valida Pau and Cory Weinberg · Feb 15, 2026 8:20am PST
A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive. Main Street wants a cut of the action. Bankers and institutional investors who talk to SpaceX executives have been debating how much the company should set aside for individual investors to buy at the IPO price—through brokerages including... A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive....
Masayoshi Son, CEO of Softbank. Photo by Akio Kon/ Getty Images
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By Cory Weinberg · Feb 12, 2026 5:00pm PST
The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed some personal financial risk in the company’s big OpenAI investment.A little-noticed disclosure in SoftBank’s earnings report released Thursday said that Son no longer was on the hook for the roughly $1 billion personal guarantee he had pledged so a... The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed...
Airbnb CEO Brian Chesky. Getty Images
Applied AI

Airbnb CEO Throws Subtle Shade at OpenAI; Khosla’s Enterprise AI Fix

By Kevin McLaughlin · Oct 23, 2025 11:12am PDT
Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming feature that lets ChatGPT users access services from Expedia, Uber and Spotify directly in the chatbot. Some consumer apps might view such a feature as a threat because it bypasses their sites, preventing them from showcasing other products.For his... Welcome back! At its developer conference earlier this month, OpenAI showed a forthcoming...