Just listened to this amazing 2 part podcast with @bchesky. Some thoughts on $ABNB • In spite of the maturity in their fiscal discipline, AirBnB currently operates in a very cyclical market • Brian Chesky is such an underrated CEO. He has vision and imagination, which we’ve seen with some of the launches on the platform. It reminds me of the excitement back when iPhone launches were something • I think AirBnB is going to rebrand one day when it transitions into an AI-driven super app