Airbnb acquired an AI company, indicating a focus on AI technology. The trend of young people prioritizing experiences over buying houses has led to an increase in consumer spending. The speaker views Airbnb as a leader in their space, noting their strategic embrace of AI. Airbnb's pricing and dominant market position are compared to a monopoly. The speaker predicts a strong earnings call from Airbnb, anticipating a positive surprise that aligns with the stock's upward trend. Overall, the speaker is bullish on Airbnb and sees potential for continued success in the market.
Kara and Scott discuss the Taylor Swift effect on the Super Bowl, and pick their favorite ads. Then, they've got opinions about the new special counsel report that raised questions about Biden's age and memory. Plus, Disney reports blockbuster earnings, and announces a new investment into Epic Games. Our Friends of Pivot are Zoë Schiffer, Managing Editor of Platformer, and author of “Extremely Hardcore: Inside Elon Musk's Twitter," and Kurt Wagner, social media reporter for Bloomberg, and the author of "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul."
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