Airbnb Surges on Travel Demand

The transcript discusses the travel industry's pre-pandemic trends, focusing on Airbnb's strong market performance and future outlook despite the Delta variant's impact. It highlights Airbnb's asset-light business model and market share growth. The discussion shifts to DoorDash, emphasizing its business resilience, subscription growth, and international expansion, particularly in Japan. The potential merger between DoorDash and Instacart is also explored, considering the strategic benefits and market impact.

What factors contributed to the strong performance in gross bookings mentioned in the text?

What trends are being observed in the travel plus living trend related to Airbnbs?

How did the Delta variant impact the outlook for Airbnbs according to the discussion?

What potential opportunities does the speaker see for long-term investors in the context of the travel industry?

What are the implications of DoorDash's strong member numbers despite restaurant reopenings?