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Good Morning Hospitality

23 Sep 2026 · 30m · 10 chapters

Episode artwork

Airbnb Said ‘Forget Hotels.’ Now It Wants Them Everywhere.

In short

Airbnb’s push into hotels, framed as a “forget hotels” pivot that now aims to place hotels inside Airbnb listings—especially to fill supply gaps in regulated cities (e.g., New York, San Francisco; expanding to Spain).

Guests

Katie and Brandy, co-hosts from Skift (Skift Global Forum attendees).

Key claims

Travelers care about the trip, not the lodging type; Airbnb traffic is often direct (not just Google/OTA-driven). The big questions are whether hotel bookings are incremental or just shifted, how “double review” will affect hotel ratings, and whether Airbnb will attract new hotel guests or mostly convert loyalty/credits.

Notable examples

AI session takeaway (AI tutoring individually); social media “orbit” stats ($11T global travel; $7.3T influenced by social). Mentioned: Uber’s “connected trip”/reserve; Brian Chesky expecting multi-billion-dollar hotel business.

Written by AI. May contain mistakes.

Chapters

0:45

Recap of the Previous Day's Events

Discussion about the highlights and key moments from the previous day's conference events.

“And what's interesting, you might also notice that it's a very different background and we are in New York live at the Skift Global Forum.”
2:42

Airbnb's New Push into Hotels

Exploring Airbnb's strategy to enter the hotel market and its implications.

“I was going to say, I personally really enjoyed the Creator Summit.”
4:28

Market Dynamics and Consumer Behavior

Analysis of how Airbnb's entry into hotels affects consumer choices and market dynamics.

“This is not Airbnb's first foray into hotels.”
6:33

Impact of Reviews and Guest Experiences

Discussion on how hotel reviews on Airbnb may differ from traditional hotel reviews and its effects.

“So in New York, San Francisco, soon to be like everywhere in Spain.”
10:57

Booking Trends and Consumer Preferences

Insights on booking trends among Airbnb guests compared to hotel guests.

“And I was like, fine, I'll give up the points.”
14:01

The Changing Landscape of Hotel Bookings

Explore how Airbnb is affecting hotel booking behaviors and traveler preferences.

“Or are we just flipping, like I just said, I would have booked direct, but now I have a credit.”
16:46

Understanding Consumer Preferences

Delve into how different travelers prioritize features when booking accommodations.

“But to me, I always just look through the consumer lens and like what really makes sense.”
18:52

Gen Z and Modern Travel Trends

Learn how Gen Z's approach to travel is reshaping industry standards and expectations.

“Yesterday when Seth was giving that presentation, he also talked about Gen Z traveling differently than even me and my fellow millennials in the sense of they're not necessarily picking the destination first.”
21:36

The Future of AI in Hospitality

Discover the evolving role of AI in the hospitality industry and its implications.

“Well, there's, yeah, there's a whole host of people I'm excited to hear from today.”
24:09

The Evolution of Travel Predictions

Discuss how predictions in the travel industry have changed over time and what lies ahead.

“And I am by no means anywhere at the near top of like how to use AI.”
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Transcript

Automatic transcript. May contain errors.

0:24Sarah Dandashy: Oh, well, good morning. This is exciting. I know. A very, very good morning. So for everybody that is tuning in live and you can see the show, you might notice, well, wait a second, there's no Steve here today, but I've got two wonderful co-hosts. I've got Katie and Brandy and it's going to be a great show today, right? Yeah. The ladies of Skift. The ladies of Skift. And what's interesting, you might also notice that it's a very different background and we are in New York live at the Skift Global Forum. So we're going to talk about some news, but we're also going to talk about what's happening here today.

0:58Yeah, it's been an amazing start to the conference yesterday. And then we're ready to dive in today.

1:03Sarah Dandashy: Exactly. Well, we normally start off this show with a little bit of a coffee chat. But why don't we keep it show related? What did you guys think about the show yesterday? I loved it. I really liked Brett's section about AI, CEO of Sierra. Really just an interesting take that we haven't heard before in terms of there's a lot of doom, gloom, fear mongering. But he also showed us the positive side. I personally really liked the example he gave about how AI could be here to tutor us all individually. He was watching it firsthand with his children. I thought it was a really cool take, and I liked that they brought his perspective in.

1:38Brandreth Canaley: We're not all going to die, apparently. No, no. We'll die smarter, at least. Die smarter. Yes, exactly.

1:43Sarah Dandashy: There you go. Well, and for those that may not have been familiar with what exactly happened yesterday, so the Global Forum had the kickoff in the evening, but during the day, we had the very first Creator Summit, also Women Leading Travel. They had their own session going on. We had the live tourism. And then amazing musical performance.

2:03Brandreth Canaley: Yes. And there were a couple of sessions, Women Leading Tourism that I, you know, it's great because in these summits, there's kind of like bite-sized sessions. So like 10 to 20 minutes. And I thought it was great because you got to hear like a lot of different voices. And Joyce, the CEO of the Javits Center, where we are right now, came on. And man, that lady is a badass. and I'm excited I get to interview her tomorrow. But it was just so great seeing these like very, I don't know, women with a lot of presence speak to a room full of very strong women. And that was just, that was exciting to see.

2:36Sarah Dandashy: And how apropos that we have three ladies hosting today. I am, exactly. On the heels of that. Oh, I know. So, yeah. I was going to say, I personally really enjoyed the Creator Summit. Yes. I thought there was a lot of really good insights shared during that. I particularly loved Seth Borco, head of research at Skift, his session. He always has such great, I mean, like, again, it's the numbers, it's all of that.

2:59Brandreth Canaley: Yeah, talking about the funnel, it's not a funnel anymore. It's with the whirlpool or the whirlwind. Orbit. Orbit. Exactly. He was essentially saying that this marketing funnel, this upside down triangle that marketers are so familiar with is dead. And now we need to think about it actually as an orbit with social media being always on. He shared a lot of interesting stats around$11 trillion being spent on global travel every single year. And And 7.3 trillion of that being influenced by social media. Yeah. Yeah. It's a huge number. I think if you're ignoring socials right now, I mean, we've been, it's 2026.

3:31Brandreth Canaley: Like, you know, we've been talking about social for a while.

3:34Sarah Dandashy: You're like, what rock have you been living under? Oh my God, Instagram?

3:38Brandreth Canaley: Yeah. So it's, I mean, you're just, there's all these little nuggets coming at us. And that was only day one. So I'm really excited to see what we, what we get out of today's session. Yeah.

3:46Sarah Dandashy: Yesterday definitely kicked off everything. It was, it was a really good, good setup. And I know today is going to be equally, if not even more enlightening because we've got a lot of big players hitting the stage. Actually, I'm hitting the stage currently. Yes. But before we get into that, why don't we just we've got it. We've got a topic, guys. We do have a topic. We're staying on track here. Or at least trying to. Oh, hi, Paul. Hi, Paul. Oh, my gosh. He's like, oh, my gosh. I can't wait. All right. So what we're going to talk a little bit about Airbnb's pivot inside its new push into hotels.

4:28Sarah Dandashy: Kind of. I mean. We've seen this happen before. This is not Airbnb's first foray into hotels. They had done it before. I think it was before the pandemic. Right.

4:38Brandreth Canaley: It was like 2020 ish. Yeah. Yeah. 2018.

4:41Sarah Dandashy: I feel like it was 2018 and then kind of like pulled back a bit. Obviously, with the pandemic, everybody was reshifting priorities. and then now they're leaning into it again. This is pretty interesting. And actually, I'd love to hear from both of you because you definitely have very different perspectives being more in the vacation rental space or short-term rental space. So who wants to chime in? I can start. I mean, I thought it was really interesting to hear Brian Chesky say that this could be another multi-billion dollar business for Airbnb. I also think the traveler doesn't necessarily care.

5:19We're not seeing someone who's just a short-term rental guest, just a hotel guest. It's really about your trip. And I do think Airbnb has a lot of brand love. They talk a lot about in this article, Sean Oñad did a fantastic job of reporting about how a lot of times for some of the OTAs, the traffic might come from people searching on Google and the OTA result being one of the first. And therefore, that's how they've gotten that traffic. Airbnb is saying that a lot of their traffic is just direct. So I think that is a big question that was posed here. Are we seeing this as incremental inquiries for the hotels or is it just shifting from someplace else?

5:55And from the hotel side, I'm wondering, are people going to discover on Airbnb and still be pushed into a book direct?

6:02Brandreth Canaley: Yeah, the book direct is always, it's no matter what side hotels or VR you're on, like the book direct movement is huge. But I thought what was interesting is in the beginning, Brian saying that they had to be practical instead of ideological. And so when people say like, are they deviating from, you know, the original thesis? And I'm like, we've talked about this on the Monday show, but like, obviously they're after that sweet, sweet Tam. They have to grow their market share. They have to get, you know, to broaden their horizons. So this makes a lot of sense. And talking about filling in these supply gaps that they have in cities where there's a lot of restriction.

6:35Brandreth Canaley: So in New York, San Francisco, soon to be like everywhere in Spain. Now, some people in like the general public don't know that there's these regulatory battles going on. So if they want to go to New York, instead of finding nothing, now they're going to find these hotels. Yes. Which I think is great. I completely agree. I think that that is the smartest move for them. And that's exactly what he said of you're going to search, you're going to see nothing. Now you're actually going to see a hotel. You know what I'm interested to watch though is reviews because when I was taking a look at hotels that they have on Airbnb, there's a whole separate review that's happening there too.

7:08So is a hotel that's typically beloved and known as five star going to have a different review from Airbnb booking guests? Yeah. Are the guests going to be like, I don't know. Is it a different segment of the market that's coming? Are they going to review it higher or lower than their typical guests would? I think that's going to be kind of fun to watch.

7:26Brandreth Canaley: So question for both of you. Right now there's this, you know, push for just boutique independent. Do you think that that is going to last?

7:35Sarah Dandashy: Boutique independent hotels just in general? Just being on Airbnb instead of having the chain. Yeah. There are some chains. They said some Sonesta properties as well. So I think it's going to be tricky to get the actual big brands on board. Yeah. We're not going to see because there's a there's so because there's so much red tape and like anytime you're trying to pass anything through with like a Marriott or Hilton or whatever, like so many people have to approve it. It's not just like a easy plug and chug.

8:04Brandreth Canaley: Right.

8:04Sarah Dandashy: With that, you know, I have so many thoughts on this because I think about this in terms of, because I worked with Airbnb back in 2016 when they were launching Experiences and was like one of the - The first launch? Version one. Yeah, version one, but also like as a hotelier. And it was like, oh, scandalous, a hotelier that's like in bed with Airbnb, no pun intended. and it was very interesting because what I was seeing it's different but the core of it was the same is that they were trying to be like oh maybe we can do experiences that are like a thousand dollars or this or that and I remember telling them like that's not who your your demographic is you might have a one-off but like I don't know if those are going to be booked all the time so taking that and then understanding with this it's like I look at it like okay because if you're looking at traditional OTAs that's also another way of getting these hotels in front of new travelers yeah is will this necessarily do the same for the Airbnb actually like crowd that's already there like or if you are on Airbnb like this is what I would do because I would go on Airbnb let's say I'm looking in New York City and there's obviously not a lot of actual homes And so I'm like, oh, legal ones, not legal ones.

9:23Sarah Dandashy: And I'm like, OK, wait a second. Now I'm seeing hotels. I'll see that and I'll be like, I'm just going to hop over to like wherever else and then book a hotel. Like, I'm not going to stay and book my hotel through there necessarily.

9:37Brandreth Canaley: Yeah, it'll be interesting to see if people who have like, oh, no, I just booked my homes or apartments on Airbnb.

9:42Sarah Dandashy: And yeah, I think that's what we're still going to see.

9:44Brandreth Canaley: So this is I mean, my fellow vacation rental people will be mad at me for this, but I book a lot of my stuff on Airbnb because I and I have for, you know, over a decade, unless I can see that there's a reputable operator and I go book direct. Sure. But I don't know. Like I have yet to book a hotel and I don't know. Like I usually just go straight to booking.com for hotels. Oh, gosh, not even direct. No, I'm a direct girl over here. Well, so I don't have I don't have a loyalty to a hotel brand right now. Yeah. But once I figure out who I'm going to book, I'll go to their site because I believe I'm going to be treated better.

10:20That's true. Yeah. And I, even if I'm going to get the same rate, I just want to get the points. Oh, actually the dirty secret is

10:26Brandreth Canaley: a lot of times I'm booking through my credit card. Yeah. Oh, well, okay.

10:29Sarah Dandashy: Well that, well, I just, I just booked through a credit card for a hotel here in New York. And it was funny because it was like having trouble syncing with the brand. And I was like, I want to make sure I get my points on my nights because I'm trying to hit a certain number of nights. And I called them or like, Oh, oh, well, because I technically booked through this credit card and then they're running through Expedia, they're like, you're not going to get points, but you will get nights. And I'm like, oh, my sweet, sweet points. And I was like, fine, I'll give up the points. But I was just like, at least give me the night.

11:00Sarah Dandashy: It was just very interesting. So you do start layering the stack there that you're looking through. I mean, to go back to what you said about price, I do think in the past when we were booking an Airbnb, a short-term rental, we were doing it because it was cheaper than a hotel. I don't think that's the case anymore. It is not. Maybe that is just my personal experience. I'm a mom. I travel with two young kids. I need them to have their own bedroom so that I can, you know, exist after 8 p.m. I need to have a fridge so that I can put bottles and snacks. It has to always be constant snacks in there.

11:33So when I'm traveling with them, I am preferring a short-term rental. Sure, sure. Because typically to get that type of room square footage, it's going to be much more expensive than a hotel, right? when I travel by myself for work, I definitely want a hotel room because I'm a single female traveler. I want to be able to see all four corners of my room. I want to know that no one can get in and out without me knowing. Also a nice hotel bar. Nice hotel bar. I'm not mad about that. I'm also an Airbnb host. I host three properties. So I know from the host side, how taken care of I feel by Airbnb.

12:04I just had an air cover claim. They paid it out within 24 hours. I felt so supported by the platform. And I do think there is something interesting about the double review side because I believe that people act better when they know that they're also being reviewed. You know what I mean? And we are seeing - She could talk to any of the guests we had in New Orleans. They are seeing that hotels booked on Airbnb, the guests are saying about 2.4 days. And I know that it had always been a stat in the past that Airbnb guests tend to stay longer than hotel guests. So I wonder if we will see that on the hotel side too.

12:39Brandreth Canaley: Well, I think that that's going to have a really interesting impact on all of the ancillary revenue that happens at a hotel. So if you have this guest that's booking a little bit longer, like what is that impacting your F &B, your spa services, whatever you have, like there could be some meaningful math happening there for these hotels. Now, Ben, I mean, are they those type of hotels? Yeah, well, okay. So if you're, if we're going under the guise of like, okay, we're going to believe that they're going after these independent boutique hotels that have a vibe, right? Yeah. And they offer these kind of services.

13:10Brandreth Canaley: Then I would think that the F &B component is there. However, if it's just like your regular Sinesta, there's nothing wrong with that. Maybe there isn't that like F &B component. Correct. Yeah.

13:19Sarah Dandashy: So, I mean, it is interesting to see. I don't think it's a surprise.

13:25Brandreth Canaley: No. But I think also going back to like, why would you book there versus booking direct, right? Correct. You're saying the two of us love to book direct, right? if we do think about just hosts in general they have millions of hosts right you get a credit for being a super host four quarters in a row right so now I have a credit sitting there I am a luxury traveler well I like to be I aspire to be right if I have a credit that I can book it through Airbnb and stay at the same kind of place yes I'm going to book through Airbnb and then like you said I'm going to spend money in the F &B outlets as well so it will be interesting to see you know does I think the question, the biggest question is like, are we bringing in new travelers to those hotels?

14:06Or are we just flipping, like I just said, I would have booked direct, but now I have a credit. So now I'm booking over here. Totally.

14:11Sarah Dandashy: Which is actually why I normally book direct unless I'm like, oh, I'm going to use points and then I'll book you my credit card. Yeah. Great. Yeah. I didn't have to pay the full amount. So, yes. Will it turn into attracting those type of travelers? Question. Or is it new or are you?

14:25Brandreth Canaley: I don't know. I mean, and I don't want to be the data scientist behind those analytics. Oh, yeah. Jamie Lane, where are you? He's actually sitting on the couch right behind the camera. Another interesting piece of math was that the Airbnb guests are booking earlier. Now, on the VR side of things, we've been bemoaning the shortening booking window for a long time, pretty much post-COVID. And, you know, a lot of bookings are happening for the month, in the month. but for hotels they were saying now we're getting people booking 27 days in advance so like on the vr side we were like oh my god it's only 27 days out the hotels were like this is great like we're getting a book of business is like secured you know almost 30 days out which is giving us like that padding so it's really funny seeing that just like change of perspective because like on our side we're like no and the hotels are yeah so um yeah and in that respect the airbnb guest is different than a regular hotel guest.

15:21Brandreth Canaley: Oh, for sure. You know, and so there's just maybe a slightly different mindset. And that's helping the hotels. I wonder too how they'll be able to merchandise in the future amenities that, like I said, I look for a fridge. I look for separate bedrooms, right? Hotels sometimes are not great at showcasing that. Like, even if you think about a room that is not truly a one bedroom, but has that divider wall, that could work for me. Or like the little den carve out that happens. Exactly. So I wonder if Airbnb might be better at showcasing filters that they know are really important to Airbnb guests.

15:55Yeah, probably already exist in hotels or some of the inventory.

15:59Brandreth Canaley: Yeah, we'll see, I suppose. And speaking of merchandising, this was another component that I think Airbnb is working on. But some of the complaints were that the merchandising capabilities are not quite the same as like an Expedia or booking, like your different rate plans or discounts or other ways to merchandise. And I view this as a very short term problem. I think that Airbnb has already changed the way that they show the hotels. Sure. So I think that they're going to solve those wrinkles, especially when they're like, whatever these hotels want, you know, but that's, it's interesting that the way that you merchandise these rooms is different than obviously like a short term rental.

16:33Sarah Dandashy: Yeah. Completely. It, I don't know. I think it's, it's, I'm curious if it will actually turn into as big of a business as Brian saying.

16:45Brandreth Canaley: Yeah. Their shareholders certainly hope so.

16:47Sarah Dandashy: Well, I mean, everybody hopes so. I mean, I hope so for their sake. But to me, I always just look through the consumer lens and like what really makes sense. Like what's, like how is, because there's always theory and then it's like, okay, how do things actually end up playing out?

17:03Brandreth Canaley: I think they're banking on, and honestly, I'm not like the total mold for this, but having all of your, like your stays and everything in like one app. And that doesn't really matter to me as much as they might want it to. but there might be some people that are like, I like to just have, if I can now have everything in one spot, like, okay, like maybe I booked everything direct. I think you're going to have a hard time with loyalists, right? Like if you're a Marriott or a Hilton or whatever, you're not going to just be like, now I'll book on Airbnb, right?

17:31Sarah Dandashy: But I'd have a hard time with that.

17:33Brandreth Canaley: Yeah. But then I also think if we get outside of our hospitality bubble, like the average traveler, that's just, they mentioned that people aren't as brand or even location agnostic or they're like, they're like, is it near the airport? Can I have pets? Like they're looking through the lens of these different filters.

17:49Sarah Dandashy: That is a very good point because that's obviously what makes, I think, the biggest difference. And that's why people are going to Airbnb because they're not, in general, like people are going to go to Airbnb because like, okay, I can find an alternative way of staying somewhere. So then to kind of go back into a hotel. I don't know. Yeah.

18:08Brandreth Canaley: It's odd. And then I also think that there isn't this big of a divide against like the person who wants a short-term rental and the person who wants a hotel. Like you just gave an example it really depends on the travel trip and like i think the marketing has always been like there's these two warring factions and the hotel like now they're like everything's starting to blur a little bit on like on the industry side and i think that's the same thing for the traveler like the traveler is like what type of vacation or type of trip am i before we were talking about how we want to eradicate the word bleacher but like that's a big factor you know

18:39Sarah Dandashy: oh i have no problem with i live oh my god katie and i were like was this before i missed this conversation. I wasn't, it wasn't with me. Oh my gosh. I'm sorry.

18:48Brandreth Canaley: I had it with someone else

18:48Sarah Dandashy: yesterday. I don't love that word though, to be honest.

18:51Brandreth Canaley: I couldn't use a rebrand. Yeah. Like don't want that word anymore. Oh really? Yesterday when Seth was giving that presentation, he also talked about Gen Z traveling differently than even me and my fellow millennials in the sense of they're not necessarily picking the destination first. So in the past, a hotel in London felt like they were competing with the hotels in their vicinity. He said that their study is saying that Gen Z is saying, this is the type of trip that I want. These are the dates that I'm going. This is the amount of money that I want to spend. I can be looking at London. I could be looking at Tokyo.

19:25I could be looking at a few different places.

19:27Sarah Dandashy: Those filters are giving me

19:28Brandreth Canaley: the location to choose. Yeah, exactly. So just like you said, it's not hotel versus short-term rental. It's not even like this, this neighborhood in London and like that surrounding area. It's like, where do I want to go for what I'm looking to feel at the end of it, which sounds very

19:43Sarah Dandashy: fluffy but it's like reverse engineering it you know which is I think it's kind of exciting it's a it's a great approach yes it's it's funny because it's like I always talk about that to individuals when they're talking about like well how can I get like the the deals and it's like well it depends on how flexible you are yeah like how deep do you want to go down like the points and miles game exactly like hey where can my dollar go the furthest yeah well that's I think

20:10Brandreth Canaley: that's exactly and all now with like agentic search where you can say like i want like these are my budget parameters this is like the features i'm looking for you can type out this paragraph about the trip that you want to have yeah and then it spits out you know what cities you could go to or countries you could go to and that's i think where you're gonna gen z is like the first group coming through where they have the ability to search for things like that which i think is it's going to totally transform and to your point about like keeping everything in one app all your trips in one app. Yeah.

20:38Sarah Dandashy: Will we even need an app anymore? If you have your agent and can pull from all these different OTAs or what have you, like how important does that become anymore? I mean, for us after Christmas, we want to go someplace warm. I don't care where I want it to be an affordable flight. I want it to be a direct flight. Yeah. And then I'll pick, you know, based on where we choose. So I can feel that starting to happen even in my own life as well. Sure. It's not we have to go to Walt Lauderdale or wherever. It's, you know, where can we go that gives us the warmth and the sunshine? Yeah. Keeps us on the same time zone and as short of a flight as possible so that my kids behave.

21:16Yeah.

21:16Sarah Dandashy: It just ticks off all the boxes. Exactly. Yeah. No, it definitely makes sense. So I know we kind of talked a bit about this, but and we have the global forum that's happening right now around us. around us. Um, were there any other things that maybe stood out from yesterday that, that you all wanted to just kind of like touch on or that you're excited about today?

21:37Brandreth Canaley: Well, there's, yeah, there's a whole host of people I'm excited to hear from today. We'll be hearing from Mr. Chesky himself later. So we'll see if he touches on, I'm sure the hotel, the hotel of it all will come up, but I thought something interesting. Um, and I do want to save some of these nuggets to fight with the boys on Monday, but, um, the Uber hotel component, correct i was like another bombshells entered the villa and i'm just like who is going to be able to pull this all together first because the connected trip i mean glenn fogel mentioned it like it's everybody's been talking about it in some way or another from different angles and it's like who's going to do it like and actually do it because some people you know companies will claim that they've figured it out but not in a way that But we're not using that connected chip on a regular basis.

22:25Brandreth Canaley: Yeah. Right. So it obviously hasn't been smoothed out yet. So I'm really excited to see. I mean, if Uber pulls it off, although I don't know if I'm not thinking. He even mentioned this. They're like the on-demand companies. So are they able to change the mindset to get people to do more long-term booking things? But then he did mention that they have reserve, Uber reserve, which I would do for an airport. So he did show that. it. Speaking of Glenn Fogel, CEO of Booking Holdings, he had mentioned when they got up on stage, they were like, is your company going to be around for the next five years?

22:57And he's like, I've been being asked that question for the last 15 years.

23:00Brandreth Canaley: Also, he's like, why would it go away? Would you expect my answer to be like, yeah, actually, I think we're going out of business. Exactly. But his point was beautiful. It's like, if you are going to deliver something that the customer wants in a way that is better, faster than anybody else, like, of course, there is still going to be room at the table. So I'm excited to see what he continues to do. Yeah,

23:20Sarah Dandashy: for sure. Because I mean, at the end of the day, it's going to evolve because so much is changing. Right. It's hard to even predict like what things will even look like in five years.

23:30Brandreth Canaley: I even think about this time last year. I think about how much I mean, we've made it almost the entire episode without really talking about AI.

23:38Sarah Dandashy: But yeah, correct. We can dig into it now.

23:41Brandreth Canaley: But I'm just saying like a year ago, it wasn't like as like a daily part of our discussion. Like that's like at all these conferences, it is every session has to touch on it. So you even think about like in three months, in six months, what are we going to be talking about? What new thing is going to happen? And how are we going to be using it in our own lives? Because even like how I started with ChatGPT and Claude and now how I use AI today.

24:06Sarah Dandashy: Oh my gosh, it's integrated with everything. That has drastically changed. And I am by no means anywhere at the near top of like how to use AI. I'm a very, very basic beginner. And I've seen a shift in such a short amount of time already. and everything I mean I've got all of my stuff connected to it in fact I'll say Steve Turk who is normally on you know on here he's obsessed every day he's sending me an update he's like oh have you tried this have you tried this I'm like no I haven't tried this yet or or I'm like wait I have some time let me do the deep dive and it's it's wild how much it's changed even for me like in the past three weeks yeah for example so and it just takes like one little trick and then

24:44Brandreth Canaley: And you're like, oh, but an interesting thing that Brett Taylor said yesterday was that it's going to take a lot longer than people think. And this is a man who's a chairman of the board of OpenAI saying that like, you know, we're in these industries where like, you're like, oh, tomorrow the world's going to look different. But he gave an example of a florist and like maybe the back end of like how they do their accounting or process orders. Maybe that changed. But that's not going to like dramatically impact the florist putting together, going to buy flowers, putting together the arrangements.

25:13Brandreth Canaley: And it's like, there's going to be, obviously, this is like the biggest technological advancement in our generation as of now. But it's not going to be, there's definitely people who are like, the world is going to be totally different next year. And it's going to, hearing him say that it's going to take time really gave me pause and perspective on everything. He was fascinating. I just, you know, to watch him on stage and just see, you know, you could tell the brilliance and to have his perspective on AI, I thought was really intriguing.

25:41Sarah Dandashy: Yeah. Yeah. We're on the precipice of a lot of change here. So, oh, I was going to ask Will something, but he lost his attention. I didn't know whether we're playing our little game. Producers. Yeah, our producer. Exactly. But yeah, it's going to be, I'd be really curious, like, where this discussion will be in a year from now.

26:01Brandreth Canaley: Yeah. And so at the beginning of the year, we always do a predictions episode. Yes. And it's always funny to see like how wrong we all were and who wins or not. So, but, and that's just like, I, some of the things I'm like, oh, this will happen. And then it just is either wildly, a lot of the things I thought would take a lot longer have been wildly accelerated. Correct.

26:24Sarah Dandashy: And it's, yeah. And again, it's like, we're thinking it's going in a certain trajectory and then something's going to come out of left field and we're like, whoa, that changes everything. Yeah. What's that saying? That's like people overestimate what they can get done in a day. Underestimate what they can do in a year. Yeah. Oh, that's a great line. I actually don't know that line, but that makes sense.

26:43Brandreth Canaley: I live that truth on an almost daily basis.

26:46Sarah Dandashy: So producer Will got a question for you. Are we doing whose brand is it anyway today? Oh, we don't have anything. You could have like come up with one. No, it's all right. Well, before we like wrap up here, any sort of final thoughts for today? I am doing two Sweet Success interviews here today. That's exciting. So I'm very excited for those conversations. So be sure to check them out. Yeah. Yeah.

27:11Brandreth Canaley: Well, for me, this is exciting to be at a conference that isn't almost 100 % STR vacation rental because, you know, you get in your little bubble. And there's people here that I know, but there's so many more people. It's like a totally other different side of the industry that I'm getting exposed to and getting to meet people. So I'm excited today to continue those conversations and see what other interesting people we meet. Yeah, there's going to be so many great, great people.

27:34Sarah Dandashy: No, I can't wait to like peel away from. I mean, I love being here, but I can't wait to peel away from here and actually sit in on some sessions. Yes, definitely. And like hear what's being shared firsthand, because there's a lot that's that's going on today. So perfect way to end. Let's go. Yeah. Yeah.

27:51Brandreth Canaley: Well, with that being said, well, this was fun. This is so fun. I mean, doing it in person and with you guys has been.

27:57Sarah Dandashy: I know. I know. Well, so what Steve and I normally do when we wrap up the show, we all at the same time end up saying or trying to, but there's always a lag and we never say it at the same time. We say until next time, stay hospitable. So that being said, thank you guys for tuning in. And until next time, stay hospitable.

28:32I love you.

From the publisher

On this episode of Good Morning Hospitality, A Skift Podcast, Sarah Dandashy, Katie Cline, and Brandreth Canaley are on the ground at Skift Global Forum to unpack Airbnb’s increasingly serious push into hotels and what it could mean for the balance of power in hotel distribution.

Airbnb now has nearly 4,000 hotels using its new listing format, is reportedly charging some operators a 13% commission, and is funding a 15% guest credit as it tries to prove it can bring hotels incremental demand instead of simply shifting bookings away from Booking.com, Expedia, or direct channels. The bigger question: If Airbnb’s endgame is eventually “hotels everywhere,” how different does it remain from the OTAs it once positioned itself against?

Then the conversation expands beyond Airbnb into what Sarah and Brandy heard across day one of Skift Global Forum week, including conversations from the Creator Summit, Live Tourism Summit, and the broader themes shaping where hospitality and travel are headed.

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