ABNB

But, as you know, Muse released a report—and we're recording this episode on September 29, two weeks ago—that has had a major impact on Airbnb and Booking.

Does Airbnb fall into the same category? Have you studied it closely? Yes, I think this is even more ridiculous. At least you can make an argument about Booking, which is that Muse might make a radical change , and I don't think that's true.

But Airbnb has an offer. How will Muse start? Will you ask each homeowner individually: Will you rent out your home? This is completely illogical .

I mean, as you know, Uber, and from that perspective Technically, it was possible Airbnb access to this The field, or at least She had plans to arrive To him.

Also, I don't know how You can see that if you compare All advertising companies, Like Google and Amazon, Airbnb and Uber,

We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.

I mean, listen, everything is affected by artificial intelligence, both positively and negatively. But, as you know, Muse , and we're recording this on September 29, released a report two weeks ago that had a major impact on Airbnb and Booking.

I also wanted to talk about Airbnb. This is a company that generated a lot of enthusiasm several years ago. Airbnb is the world's largest alternative accommodation marketplace.

They have more than 5 million hosts, more than 8 million active listings, and billions of cumulative guest accesses since the platform launched nearly two decades ago.

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

Let's move on to Airbnb. She was the recipient of the price target increase this morning. Right now, I don't see much movement from her at the moment, but she has been performing strongly so far this year.

Yes, it was. I mean, if you look at their recommendation, this one is from " Citizens". They have upgraded their rating, and by the way, the " outperforming in the market" rating has been maintained.

They increased the target price from $190 to $200.

Airbnb's $250 million initiative to help make housing affordable for ordinary Americans.

For years, we all know that Airbnb has been the villain in America's housing affordability story, blamed by city councils, state legislators, and virtually every local news report on rents, for acquiring homes that could have housed permanent residents.