Airbnb CEO: AI is the best thing to happen to us, stock jumps 15% on earnings beat

rohanpaul_ai · x · 2026-10-06

Airbnb CEO Brian Chesky said the company will spend far more on AI tokens this year than forecasted — and considers that a positive, because the ROI is there.

His core claim: "It's safe to say AI is the best thing to have happened to Airbnb. We're becoming an AI-native company, and that is probably the number one explanation for our results."

The stock jumped 15% after the earnings beat. Notably, a major consumer internet company is framing AI as the primary driver of business results rather than a cost line.

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