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AI Consumer Products

Consumer-facing AI apps, personal assistants, social products, productivity tools, entertainment, companionship, and mainstream adoption.

Travel AI Needs Visual Agents, Not Chatbot Booking Flows

Airbnb chief executive Brian Chesky argues that today’s AI chatbots are the wrong interface for travel and e-commerce, even as AI becomes central to how Airbnb operates. In a live TBPN conversation, Chesky said consumer AI’s next wave will depend on richer, more visual and collaborative agentic products, not text-first chat boxes or another round of enterprise software. He also tied Airbnb’s recent growth reacceleration to more hands-on “founder mode” management, saying AI makes operating intensity more important rather than less.

Jordi Hays · John Coogan · Brian CheskyTBPNMay 8, 202615 min read

Prediction-Market Scandals Spur Calls for Insider-Trading Rules

Hard Fork’s Kevin Roose and Casey Newton argue that prediction markets have entered a more dangerous phase, with recent scandals showing how liquid event-betting platforms can reward insider knowledge, manipulation and even national-security breaches before regulators have caught up. The episode broadens that concern into a larger question about technologies whose incentives are outrunning public rules, through Joanna Stern’s year-long test of AI in daily life and Rachel Cohn’s reporting from a Brooklyn school trying to resist the commodification of attention.

Kevin Roose · Casey Newton · Rachel Cohn · Joanna SternHard ForkMay 8, 202622 min read

Apple Turns to Outside AI Models as Siri Falls Behind

Bloomberg’s Mark Gurman says Apple’s reported plan to let users choose outside AI models is a platform move driven partly by weakness in its own technology. Apple aims to make Siri and Apple Intelligence good enough as defaults while allowing services such as ChatGPT, Gemini and Claude to power some features on the iPhone, he argues. Gurman says that could help users in the short term, but it does not remove Apple’s need to build stronger AI of its own for future hardware.

Caroline Hyde · Mark GurmanBloomberg TechnologyMay 7, 20264 min read

Airbnb Is Rebuilding Around Identity, Not Homes, for AI

Airbnb’s challenge in the AI era is less a feature rollout than a company reinvention, chief executive Brian Chesky argues in a conversation with Patrick O’Shaughnessy. Chesky says the company has to move beyond a business still identified mainly with homes, rebuild around identity and personal preferences, and do so without damaging a large public platform that hosts and investors depend on. His answer is a more hands-on operating model: fewer abstraction layers, smaller elite teams closer to users, continuous recruiting, and a CEO directly engaged with the work.

Patrick O’Shaughnessy · Brian CheskyInvest Like The BestMay 7, 202621 min read