How I Built Resilience: Brian Chesky of Airbnb

大家好，欢迎收听《我是如何打造这个的》韧性特辑。

Hey, everyone, and welcome to How I Built This Resilience Edition.

在这些节目中，我们会和创业者及商业领袖聊聊，他们是如何应对当前艰难的经济形势的。

On these episodes, we're talking with entrepreneurs and business leaders about how they're adapting to these difficult economic times.

今天，我们请到了爱彼迎的首席执行官兼联合创始人布莱恩·切斯基。

And on today's show, we're gonna hear from Brian Chesky, the CEO and cofounder of Airbnb.

早在2016年，我们采访过布莱恩的联合创始人乔·格比亚，他讲述了他们如何创立并发展这家公司的精彩故事。

Back in 2016, we spoke with Brian's cofounder, Joe Gebbia, and he told the amazing story of how they founded and built the company.

如果你还没听过，一定要去听听。

And if you haven't heard it, be sure to check it out.

当然，现在的情况已经大不相同了。

Now, of course, we are in a very different time.

几个月前，布莱恩给爱彼迎全体员工写了一封信，告知他们公司将有25%的员工被裁员。

And a few months ago, Brian wrote a letter to the entire staff of Airbnb letting them know that 25% of the company was gonna be laid off.

这绝对是我们自十二年前创办公司以来，经历过的最艰难的事情。

This has been by far for us the most difficult thing that we've experienced since we started the company a dozen years ago.

我记得我和乔以前常聊，说创办爱彼迎，基本上就是那个想法，让陌生人能住到一起，彼此相处。

And I think Joe and I used to talk about how starting Airbnb, basically this idea that like strangers would live each other live with each other.

那曾经是我们觉得最难做到的事情。

Like, that was the hardest thing we were ever gonna do.

就像把一块大石头推上山一样。

It was like pushing a rock up a hill.

结果发现，在疫情期间运营一家旅游公司，还要准备上市，难度也差不多。

And it turned out that trying to run a company that does travel, preparing to go public in the middle of pandemic is about as hard.

而且全程通过Zoom来做，那就更难了。

And and then doing it all via Zoom, it was even more difficult.

我觉得现在人们更根本的需求，其实是人与人之间的联系。

And I think that what people want right now, just more fundamentally, is connection.

这不就是我们一直想要的东西吗？

Isn't that like the thing that we've always wanted?

我们渴望彼此连接，但现在你得为此努力争取。

We want connection to each other, and and now you have to fight for it.

你得有意识地去做这件事。

You have to make a conscious effort for it.

一方面，我和某些人的关系比以往任何时候都更亲近。

On the one hand, I'm closer to some people than I've ever been in my life.

可能和我的联合创始人乔和奈特更亲近了，我们经常聊天。

Probably closer to my co founders, Joe and Nate, we talk all the time.

当你经历疯狂时期时，这会让你们更紧密。

And when you're going through crazy periods of time, it has a way of bringing you closer together.

但也会让你的圈子变小一点，这大概就是我的情况。

But also has a way of making your bubble a little bit smaller, and that's probably what's happened for me.

你给员工写了一封信，公开发布了，那封信非常引人注目。

You you wrote a letter to your employees that is posted publicly, and that letter is was remarkable.

它非常坦诚。

It was so transparent.

五月份你不得不裁员四分之一，能看出写那封信对你来说有多痛苦。

You had to lay off a quarter of your employees in May, and you could see how painful it was for you to write that letter.

那封信极其坦诚。

It was extremely transparent.

你描述了做出那个艰难决定的过程，而且你也知道，每个员工都会拿到十四周的工资，外加遣散费和一年的保险，而且他们……

You described the process, for how you had to make that hard decision, but also, you know, that every employee would receive fourteen weeks of of pay plus severance and insurance for a year, and they...

他们还能保留自己的笔记本电脑，还有资源来帮助员工。

They'd get to keep their laptops, and there were resources to help the employees.

跟我讲讲你是怎么写出那封信的，以及你又是怎么在情感上处理这件事的。

Kinda walk me through how you how you came to to write that letter and how you kinda dealt with that just emotionally.

我觉得裁员没有现成的剧本，而且如果有的话，也绝不应该照着做。

There is no playbook, I don't think, to lay people off and that's the kind of thing that if there was a playbook, you should never use it.

因为人们最想要的，就是人性，是同情心。

Because the thing that people want more than anything, they want humanity, they want compassion.

这意味着你需要把员工当作人来看待，是独立的个体，而不是机械地对待。

And that means that you need to treat people like people, like individually and not robotically.

你知道，当危机发生时，我们在三月中旬就感受到了。

You know, when the crisis happened, we felt it in mid March.

情况相当严重。

It was pretty serious.

我们花了十二年时间打造爱彼迎，结果八周内业务就损失了百分之八十。

We spent twelve years building Airbnb and then we lost 80% of the business in eight weeks.

哇。

Wow.

你知道，我们算是成功案例之一。

You know, we're like one of the success stories.

但突然之间，八周内，各种担忧就来了。

And then suddenly, eight weeks, there's, you know, all sorts of concerns.

有各种文章。

There's articles.

爱彼迎能挺过去吗？

Will Airbnb survive?

我从没想过会看到这样的文章。

I never thought I'd read an article like that.

我们做了很多艰难的决定。

And we made a lot of hard decisions.

首先，我们大幅削减了成本。

We first cut enormous amount of cost.

我们砍掉了超过十亿美元的计划营销支出，然后迅速筹集了二十亿美元。

We cut over $1,000,000,000 of planned marketing spend, then we quickly raised $2,000,000,000.

筹集二十亿美元可不容易。

It's not easy to raise $2,000,000,000.

当你是家旅游公司，又赶上疫情，八周内业务损失了八成，这时候要筹二十亿美元就更难了。

It's more difficult to raise $2,000,000,000 when you're a travel company, it's a pandemic, and you've lost 80% of your business in like eight weeks.

大家都会紧张。

The people get nervous.

幸好，我们有一些很棒的投资者挺身而出，但我们必须完成那笔交易，而且那是在七十二小时内完成的，那是我认为最快的一笔交易，肯定是我和他们做过的最快的。

Thankfully, we had some great investors step up, but we had to do that deal and that was like over the course of seventy two hours to like get that It deal was the fastest deal I think, I certainly have ever done and they've ever done.

所以，在那次裁员发生之前，我写了几条原则，我说我……

So, before that layoff even happened, I wrote a couple principles and I said I...

我们的利益相关者其实不多。

We only have a handful of stakeholders.

我们首先要确保行动迅速，并且考虑到所有利益相关者。

We have to first make sure that we act quickly and with all stakeholders in mind.

我们可能会因为如何应对这场危机而被记住。

We're gonna be remembered probably for how we handled this crisis.

著名企业家安迪·格鲁夫说过，糟糕的公司被危机摧毁，好的公司能挺过危机，而伟大的公司则因危机而兴旺或被定义。

Andy Grove, this famous entrepreneur said, bad companies destroyed by a crisis, good companies survive a crisis, and great companies thrive or are defined by a crisis.

我说过，我们不会成为那种被这场危机摧毁的公司。

I said, we're not gonna be the kind of company that will be destroyed by this.

所以我们显然会尽力照顾好每一位利益相关者。

So we're gonna obviously try to take care of each of our stakeholders.

当我们面对员工时，在筹集了20亿美元之后，我们基本上已经用尽了所有办法。是的。

And when we got to the employees, we basically had exhausted options having raised $2,000,000,000 Yeah.

当我们面对两个残酷的现实时，我们得出结论，不得不进行裁员。

We came to the conclusion that we would have to do layoff when we confronted two hard truths.

第一个残酷的事实是，我们不知道旅行什么时候会恢复。

The hard truth number one was this, that we did not know when travel would return.

没有人知道。第二件我们知道的事情是，即使旅行恢复了，它也会和疫情前的旅行截然不同。

Nobody And the second thing we knew is that when travel would return, it would look fundamentally different than the travel before the pandemic.

所以我们的业务也必须改变，我们必须调整业务形态和重心。

And so our business would have to look different, and we'd have to change the shape of our business and what we focused on.

于是我们意识到，必须以人道的方式来处理这件事。

And So then, we just realized that we had to approach this with a sense of humanity.

我说，我们应该尽可能慷慨，不能比这更少。

I said, we should be, you know, as generous as we possibly could be and not less generous than that.

为什么要这么做？

Why would you do that?

所以我们想出了几项措施，来帮助人们度过这个非常困难的时期。

So we came up with a handful of things that we did to try to help people in this very difficult time.

我们提供了十四周的遣散费，每年服务对应一周的工资。

We did a fourteen week severance puts a week per year service.

我们觉得，这毕竟是一场健康危机。

We felt like, well, this is a health crisis.

人们需要医疗保险。

People need health insurance.

所以，我们确保每个人在被解雇后至少还能有一年的医疗保险。

So, made sure that everyone had at least one year of health insurance even after they were getting laid off.

让我最自豪的一件事是，我们的团队想出来的，乔和团队来找我，他们说，你知道吗，我们有一个招聘团队。

One of the things that I'm most proud of that our team came up with, Joe and the team came to me and they said, you know what, we have a recruiting team.

也许我们可以把招聘团队的一部分人用来找……

Maybe we could dedicate a percentage of the recruiting team to find...

为被解雇的人做职业安置。

Do job outplacement for the people being laid off.

也许我们基本上可以成为一个再就业团队，帮他们找工作。

Maybe we could basically be an outplacement team to help them find jobs.

最后我要说的是写那封信。

And the last thing I'll say is writing the letter.

我当时真的很想对他们完全坦诚，但我也知道，很多时候这类事情的问题在于，人们总有一套固定的应对方式。

I just really wanted to make sure I was just brutally honest with them, but I also like, you know, a lot of times, the problem with these things is there's a certain way to act.

那种固定的方式就是，你不太会展现脆弱，也不愿意承担太多责任。

And the certain way to act is a way where you kind of like, you're not vulnerable, you don't take too much responsibility.

我当时就想，大家最想看到的是领导者有同情心，因为在这个时期，如果领导者没有同情心，那我们都处在非常危险的境地。

And I was like, you know, the one thing people want to know is that leaders have compassion because at this period of time, if leaders don't have compassion, then we are all in a very precarious situation.

而同情心其实就是真正用心。

And compassion means actually having heart.

我确实认为商业领袖是有心的。

I actually think business leaders do have heart.

只是他们有时候不太擅长表达这份心。

It's just that they sometimes have trouble showing heart.

所以，我在裁员信里用了“爱”这样的词，这很少有人会这么做。

And so, I used a word like love in a letter a layoff and it's kind of something very few people do.

但我不认为很少有人会感受到这份爱。

But I don't think it's something very few people feel.

只是商业上的惯例变得非常冷漠。

It's just that the conventions of business get really cold.

但现在，我觉得很明显，人们确实想感受到一些东西。

But now, I think it's pretty obvious that people do wanna feel something.

我是说，1900名员工被裁员了，但你仍然有大量的员工。

I mean, 1,900 employees had to be laid off, but you still have a large workforce.

你如何确保留在爱彼迎的员工士气高昂？

How are you making sure that you're keeping morale among the people who who are still working at Airbnb?

哦，这太难了。

Oh, it's so hard.

我之前就被告知，裁员本身会很困难，但裁员后的几个月，当你甚至无法召集大家的时候，那会更难。

I was warned ahead of time that not only is a layoff gonna be difficult, but the months after a layoff, when you can't even gather people, that gets even more difficult.

我做过的一件事是，在过去的五个月里，我每周都会做一次问答。

One of the things I've done is for the last five months, I do a weekly, like, kind of Q and A.

我说，不管你们问什么问题，我都有这台iMac，它旁边有个小绿灯，就是摄像头那个。

I said no matter what question you ask, I have this iMac and it's got like this, you know, what the camera got is this little green light next to it.

所以，我每周都会盯着那个绿灯看。

And so, I'm gonna stare into that green light every week.

我会把能说的都告诉你们，这就是我们之间的连接点。

I'm gonna just tell you everything that I can, and that's going to be our point of connection.

我告诉大家，你们并不孤单。

I tell people, You're not alone.

我们会一起走下去。

We're going go on this together.

我觉得关键是要保持乐观。

And I think that the key is you have to be optimistic.

而乐观不是盲目的希望。

And optimism is not blind hope.

但有很多理由让我们保持乐观。

But there are a lot of reasons to be optimistic.

你知道吗，我小时候，我爸常跟我说，事情永远不会像看起来那么好，也不会像看起来那么糟。

You know, when I was a kid, my dad used to say to me, things are never as good as they seem and as bad as they seem.

如果真是这样，那可能一月份的情况并没有看起来那么好，但这也意味着七月份的情况可能也没有看起来那么糟。

Well, if that's true, things weren't maybe as good as they seemed in January, but that also probably means things aren't as bad as they seem here in July.

我看到了人性中的善良，看到了爱浮出水面。

I'm seeing the humanity of people, the love that's come through the surface.

我的意思是，在危机中，我们突然被提醒了哪些事情是最重要的。

I mean, you suddenly now, in a crisis, we're reminded of some of the things that are most essential.

而那些最重要的事情，并不是那些装在纸箱里送到家门口的东西。

And those things that are most essential are not the things that come in cardboard boxes to our front door.

真正重要的是我们与人之间的关系。

That that is essential is the relationships that we have with people.

这才是我们最终拥有的。

That's what we have at the end of the day.

布莱恩，我们来谈谈旅游业吧，也谈谈乐观。

Let's talk about the travel industry, Brian, and let's talk optimism for a moment.

你知道，当我们在节目中讲述爱彼迎的故事时，你经历了很多绝望的时刻，很多悲伤的低谷。

You know, when we told the Airbnb story on the show, you had a lot of moments of despair, a lot of troughs of sorrow.

最初，你和你的合伙人给投资者发了20封邮件，希望他们投资，但一个都没有回应。

Originally, you and your partner sent out 20 emails to investors, to invest, and not a single one, invest in your company.

在2008年和2009年，你们在创立Airbnb的过程中遇到了很多挫折。

You had several setbacks trying to stand up Airbnb in two thousand eight, two thousand nine.

有一次，你们做了麦片……

At one point, you made cereal...

用一盒麦片来吸引注意。

A box of cereal to get attention.

我记得你们靠卖这些麦片盒筹集了2万美元。

And I think you raised $20,000 with the sale of those cereal boxes.

大概两三万吧。

Like, 20 or 30,000.

差不多……

It was...

就是那样。

Something like that.

乔讲了那个故事。

Joe told the story.

我们不得不卖收藏版早餐麦片来筹钱。

We had to raise collectible breakfast cereal.

我们当时叫“气垫床和早餐”。

We were air bed and breakfast.

所以我们就说，那咱们就为民主党和共和党的全国代表大会做收藏版早餐麦片吧。

So we said, well, let's do collectible breakfast cereal for the Democratic Republican National Conventions.

2008年，我和乔做了这些“奥巴马圈圈”，其实就是麦片圈，还有“麦凯恩船长”，每一口都有特立独行的味道。

In 2008, Joe and I, we made these Obama O's, they were Cheerios, and Captain McCain's, a maverick in every bite.

有一次，我们真的就在厨房里用热熔胶粘这些麦片盒子。

And at one point, we're, like, literally hot glowing these cereal boxes in our kitchen.

我记得当时在想，不知道马克·扎克伯格创办Facebook的时候，是不是也得在厨房里用热熔胶粘麦片盒子。

I remember wondering, I wonder if Mark Zuckerberg ever had to, like, hot glue cereal boxes in his kitchen to start Facebook.

当然，答案是没有。

Of course, the answer was not.

这可不是个好兆头，不过，嗯，算是吧。

This was an ominous sign, but Mhmm.

我们算是挺过来了。

Kinda we lived through it.

所以，我的意思是，很明显，在公司创立初期，你们确实在尝试各种不同的创意，不断试验，看看什么能行得通。

So, I mean, clearly, there were times in in in the founding of this company where you were really coming up with different creative ideas and trying different things out to see what worked.

现在，那个麦片盒子的故事有什么新的版本吗？

What's that version of the of the cereal box now?

作为企业，你们现在在做哪些事情来激发创意、增强韧性呢？

What are some of the things that you are doing as a business to get creative and to think about building resilience?

疫情来袭时，我们说，我们要果断行动。

When the pandemic hit, we said, we are gonna be decisive.

感觉就像我是船长，突然有什么东西撞到了船身，你必须非常非常快地做出反应。

Felt like if I was a captain of a ship, it felt like suddenly something hit the side of the ship, and you had to move very, very quickly.

所以，那真是全员出动，全力以赴。

And so it was kinda all hands on deck.

首先，我们有超过……

First thing is we had over...

有客户取消了超过十亿美元的预订。

We had customers cancel over $1,000,000,000 of reservations.

这本来就已经很难了，更何况这十亿美元是房东们期待的，而且很多人靠这笔钱来支付房贷。

Now, this would already have been hard except for the fact that this was a billion dollars that our hosts were expecting, and these people, many of them depend on to pay the renter mortgage.

然后我们面临了一个巨大的困境。

Then we had a huge predicament.

当十亿美元……

What do you do when a billion...

人们想要十亿美元的退款，而另一群人告诉你，如果我们拿不到那十亿美元，我们就会陷入非常糟糕的境地。

People want a billion dollars of refunds, and another group of people tell you, if we don't get that billion dollars, then we're gonna be in a really bad spot.

这真是一个进退两难的局面。

Well, that's a really bad no win situation.

这不是我们的钱。

It's not our money.

我们只是暂时保管这笔钱。

We we just hold the money.

我们决定的做法是，把所有与疫情相关的住宿订单都退了款，因为人们因为疫情无法出行而需要取消，但这给我们的房东带来了巨大的资金缺口，而且那时候我们正在大量烧钱。

What we decided to do is we refunded all stays related to the pandemic, where people need the cancellation because they can travel, but then this causes a huge shortfall with our host, and we're bleeding cash at this point.

我们历史上从来没有这样烧过钱。

Like, and have never in our history have we bled cash.

实际上，疫情之前我们银行里的钱比我们筹到的还多。

In fact, we we had more money in the bank than we raised before the pandemic.

突然之间，我们开始亏很多钱。

Suddenly, we're losing a lot of money.

我们拿出了两亿五千万美元，两亿五千万美元，直接给了我们的房东。

We took a $250,000,000, $250,000,000, and we sent it to our host.

不是借的，就是直接给他们的。

Just didn't loan it, just sent it to host.

你知道，他们其实需要更多，但那已经是我们能做的极限了。

You know, they would have needed even more, but it was the most we could do.

然后我们的员工站了出来。

Then our employees rose up.

他们拿出自己的钱，最多凑了一百万美元，通过福利和旅行积分之类的形式，送给我们的房东。

They offered up to a million dollars of their own money through like things like perks and travel credits to give to our host.

我和琼说，咱们把这个数字后面加个零吧。

And Joan and I said, let's add a zero to that.

我们把它凑到了一千万美元，还专门设立了一个小额补助项目。

We got that to the $10,000,000 and we created a little special grant program.

后来我们突然发现，有护士、急救员和医生，他们正进入高风险区域，需要住的地方。

Then suddenly, we noticed that there were nurses, EMTs, and doctors, and they were going into hot zones and needing places to stay.

房东们告诉我们，嘿，我们可以接待这些人，于是我们创建了一个叫“前线住宿”的项目，为一线工作人员提供住处。

Hosts were telling us, hey, we can host these people, and we created this program called Frontline Stays to provide housing for frontline workers.

有超过十万个房东以折扣价挂出了他们的房子。

We had more than a 100,000 hosts list their homes for a discount.

我们免除了所有费用。

We waived fees.

有些房子是免费的。

Some of the homes are free.

所以我们一直在努力适应变化。

So we've been trying to be adaptable.

你知道，突然之间，我最后想说的一点是。

You know, suddenly, the last thing I'll say is the following.

我们的业务在八周内下降了80%，我们当时想，这将会是一条非常非常漫长的路，确实如此，但发生了一些了不起的事情。

Our business drops by 80% in eight weeks, and we thought, well, this is gonna be a really, really long road, and it is, but something remarkable happened.

企业开始看到希望和复苏的曙光。

Businesses started seeing glimmers of hope and recovery.

最终发生的情况是，人们没有坐飞机，没有跨境旅行，也没有因公出差。

And what ended up happening is people weren't getting on planes, they weren't crossing borders, and they weren't traveling for business.

但你知道他们在做什么吗？

But you know what they were doing?

他们说，需要离开家出去透透气。

They were saying, need to get out of the house.

他们下了车，开车到大约200英里以内的偏远地方，住在Airbnb上。

And they were getting out of car, they were driving to a remote destination within about 200 miles and staying at an Airbnb.

所以我们看到非城市地区、小镇、乡村社区的预订量大幅增加，人们住得更久，他们说，如果我在家工作，为什么不在任何地方的家工作呢？

And so we've seen a major surge in bookings in non urban areas, small towns, rural communities, people staying longer, people saying, if I'm gonna work from home, why don't I just work from any home?

他们在Airbnb上就能得到这样的家。

And they get that at home on Airbnb.

所以这是一个完全不同的世界，我认为……

So it's a totally different world and I think...

我的意思是，也许我看到的最根本的变化将会发生，如果你足够幸运，通常是中上阶层或上流社会的人，不是每个人都能做到，但对于那些能做到的人来说，他们意识到，也许我在这里住一个月，也许我在那里住一个月。

I mean, the maybe the most fundamental change that I see in our world that's gonna happen, if you're so fortunate enough, typically upper middle class person or upper class, not everyone can do this, but for those who can, they're realizing, maybe I'll go a month here, maybe I'll go a month there.

你不仅看到人口重新分布，还看到旅行重新分布。

And you're seeing not only population redistribution, but you're also seeing travel redistribution.

所有这些新社区都非常欢迎客人，而且他们会欢迎他们住更长时间。

That all these new communities are really welcoming guests and, they're gonna welcome them for a longer period of time.

这是我们行业的一个根本性变化。

That is a fundamental change in our industry.

稍后回来，布莱恩会告诉我们更多关于今年秋天可能出现的旅游趋势，以及爱彼迎将如何应对这些趋势。

When we come back in just a moment, Brian tells us more about the travel trends we might start seeing this fall and how Airbnb will try to respond to them.

请继续收听。

Stay with us.

我是盖伊·拉兹，你正在收听的是NPR的《我是如何打造这个的：韧性版》。

I'm Guy Raz, and you're listening to How I Built This Resilience Edition from NPR.

嘿。

Hey.

欢迎回到《我是如何打造这个的：韧性版》。

Welcome back to How I Built This Resilience Edition.

今年早些时候，爱彼迎的业务量下降了80%。

Earlier this year, Airbnb experienced an 80% drop in business.

但首席执行官布莱恩·切斯基表示，人们又开始旅行了。

But CEO Brian Chesky says that people are traveling again.

只是他们不坐飞机，而且住得离家更近。

They're just not getting on planes, and they're staying much closer to home.

人们不会再去那20个热门城市，也不会去那些拥挤的酒店区，然后排队在地标前拍张自拍发到Instagram上，说‘看，我也去过那儿了’。

People are gonna instead of traveling to the same 20 cities, going to same hotel districts that are really crowded, and then standing in line to get their selfie photo instead of the same landmarks to put it on Instagram, say, look, I got that too.

他们得做出一些不同的选择，也许这些选择其实也不错。

They're gonna have to make some different choices and maybe those won't be so bad after all.

他们会选择去户外旅行。

What they're gonna do is they're gonna travel outdoors.

比如，美国有400个国家公园。

For example, there's 400 national parks in United States.

大多数美国人开车一箱油就能到国家公园。

Most Americans live within a tank of gas of a national park.

而且，国家公园历来不是人们主要的旅行目的地。

And national parks have historically not been the main way people travel.

他们通常去迈阿密、拉斯维加斯，或者去时代广场。

They go to Miami, they go to Vegas, you know, they either go to Times Square.

我觉得，如果这是一个重新连接的时期，也许这也是一个与家人重新连接的时期。

Well, I think that if this is a time of reconnection, you know, maybe this is a time reconnection to family.

对很多人来说，这也可能是一个重新亲近自然、走向户外的时期。

This also could be a time of reconnection with nature and the outdoors for a lot of people.

我的意思是，哪里增长最明显？

I mean, where are we seeing huge growth?

小木屋、房车、露营。

Cabins, air streams, camping.

这就是……

This is...

你会看到的就是这种旅行方式。

That's the kind of travel that you're gonna see.

我觉得这真的会改变趋势。

I think this is gonna just change trends.

我觉得人们会想要重新和大自然建立联系。

I think people are gonna want to kinda reconnect to nature.

这是一个很大的变化。

This is a big change.

确实，是的。

I mean, yeah.

我是说，你有没有看到……

I mean, are you seeing...

我是说，我们看到的世界里，你知道，现在根本买不到房车。

I mean, we're seeing a world where, you know, it's impossible to get an RV.

完全同意。

Totally.

这些房车我们完全订不到了。

We are totally hooked out for these.

那么，未来有没有可能出现一种情况，就是爱彼迎更积极地进军房车业务？

And and so is there sort of a a future scenario where Airbnb more aggressively gets into the business of RVs?

哦，当然。

Oh, yeah.

百分之百。

A 100.

说实话，我现在都不知道Airbnb上到底有多少辆房车。

I mean, I don't even know how many thousands of RVs are on Airbnb right now.

我得查一下，但我们可能……

I'm gonna have to look, but we're probably...

虽然我们本来没打算做这个生意，但我们可能是世界上最大的房车租赁公司之一，对吧。

Without having intended to be in that business, we're probably one of the largest and largest RV rental companies in the world as far Right.

因为那些房车不是我们的，是社区的。

As they're not our RVs, it's the communities.

但确实，对吧。

But, yeah Right.

我敢肯定有成千上万辆房车。

I'm sure thousands and thousands of RVs.

我们有成千上万个树屋、成千上万辆清风房车、成千上万个蒙古包、成千上万艘船屋。

We have thousands of tree houses, thousands of Airstreams, thousands of Yurts, thousands of houseboats.

我觉得人们正在发现这些独一无二的、别具一格的东西。

And I think that people are discovering unique one of a kind.

他们想要更私密、更本地化的体验。

They want things that are a little more intimate, more local.

Airbnb的一个酷炫之处在于，你能想象到的最疯狂的空间。

And one of the cool things about Airbnb is like the most insane space that you ever imagine.

这些A字框架房屋，或者那些真正有趣的建筑瑰宝。

These a frame homes or these like really interesting architectural gems.

他们说，我想去一个有有趣房子的地方。

They're saying, I wanna go somewhere with an interesting home.

这房子在某个地方中间，看起来真的很酷。

This home is in the middle of blank and it's really cool looking.

所以，你开始看到Airbnb上一些真正有趣的房子被预订。

And so, you're starting to see some really interesting homes in Airbnb being booked.

在新西兰，有一只巨大的靴子，你可以睡在里面。

There there there is a giant boot that you can sleep in in New Zealand.

有人建了一只巨大的靴子。

Somebody built a giant boot.

那是一只大约15英尺高的靴子。

It's like a 15 foot high boot.

还有一个你可以睡在里面的狗形建筑。

There is a dog that you sleep in.

它叫狗公园民宿。

It's called the dog park park b and b.

哦。

Oh.

那是一只大约20英尺高的狗形建筑，是个民宿，我记得在爱达荷州，现在都排上队了。

It's like a 20 foot high dog, and it's a b and b, and I think in Idaho, and it's got a waiting list now.

你看，这些例子都很棒，也很让人兴奋。

I mean, look, all of these examples are awesome and and exciting.

这里有个问题。

This is a question.

我很喜欢Jipy提的这个问题。

I love this question from Jipy.

你们有没有考虑过设一个类别，比如适合居家办公或者隔离的房子？

Have you guys considered having a category of, like, houses suitable for work from home or quarantined homes?

就是那种，稍微分个类。

Like, like, a little bit of category for those things.

我很喜欢这个想法。

I love that.

我们还没做，但我很喜欢这个主意。

We have not done it yet, but I love the idea.

我觉得这是个好兆头，我们应该做。

I feel like this is a good sign that we should do it.

我们现在做的一件事就是，比如说，我们……

One of the things we now do is, for example, we...

你的网速从来没有……

Your Internet speed never matter...

比现在更重要过。

Mattered more up in your life than it does right now.

比如说，有一件事就是确保人们知道WiFi的速度。

Like, one of the things is making sure that people know the WiFi speed.

所以已经有超过一千个房东在Airbnb上更新了他们WiFi的速度。

So over a thousand hosts have already updated the speed of their WiFi on their Airbnb.

所以，我们想让成千上万的房东都更新一下，你家里有什么样的网络，WiFi速度是多少，缓冲率怎么样。

So, wanna get hundreds of thousands of hosts just to update what kind of Internet do you have, what's the speed of your WiFi, what's the buffering rate.

因为有些人，比如他们的工作需要依赖这个，然后我们会在评价里要求确认WiFi速度。

Just because some people, like, they have work where they need to rely on it, and then we're gonna ask, like, in reviews to confirm, like, WiFi speed.

所以，就是这些很基本的事情，以前我们只是问有没有WiFi，你可能觉得理所当然。

So, really basic things like that, which you kinda took for granted before we asked, do you have WiFi?

现在就会问，WiFi有多快？

Now it's like, well, how fast is the WiFi?

因为这对人们真的很重要。

Because it really matters to people.

我猜，对于酒店业和旅游业来说，你们很大一部分业务确实来自商务旅客。

I have to assume, like, with the hotel industry and the travel industry, a significant part of your business does come from business travelers.

而且，按理说，今年这个时候的生意应该比去年低不少吧。

And and presumably, business is still significantly lower this year, this time this year than it was last year.

不。

No.

不是的。

It's not.

不。

No.

不是。

Not.

不是低不少。

Not significantly.

不。

No.

不是低不少。

Not significantly.

哇。

Wow.

不会吧。

No.

那你……

So you...

你看到的是……

You're seeing...

你现在看到的数字已经和去年差不多了？

You're already seeing sort of similar numbers right now than you were last year?

所以下降了大约80%。

So it dropped by about 80%.

而且，你知道，没人知道这是不是被压抑的需求，但没错，我们差不多回到了去年的水平。

And, I mean, you know, nobody knows if this is pent up demand or not, but no, we're we're around last year's levels.

全世界都是这样吗？

All around the world?

或者说……

Or...

平均来看，拉丁美洲和亚洲的数字要低一些。

Averaged out, you know, Latin America and Asia are lower.

北美和欧洲则要高一些。

North America and Europe are higher.

哇。

Wow.

那是因为人们不坐飞机了。

And that's because people aren't getting on planes.

需求从酒店转向了民宿。

Mix shift from hotels to homes.

我的意思是，你在城市里，想离开城市去一个小社区，社区越小，越不可能有酒店，因为酒店靠的是人口密度。

I mean, you're in a city and you wanna go out of the city to a small community, the smaller the community, less likely to have a hotel because a hotel only works with density.

你需要很多房间，需要效率。

You need a bunch of rooms, you need efficiency.

所以，人们基本上都在旅行，去一些小社区。

And so, people are basically traveling and going to small communities.

其实，这对房屋来说是个非常好的用途，我们也尽量做到非常负责任。

Well, it turns out that's actually a really good use case for a home, and we try to be very responsible.

我们和地方政府合作，制定了重新开放的规程。

We work with local governments to have reopening protocols.

我们聘请了美国前卫生局局长维韦克·穆尔蒂，对。

We hired or brought on the former search of general United States, Vivek Murthy Yeah.

来制定清洁规程。

To create a cleaning protocol.

而且人们不想去人多的地方，他们认为爱彼迎是更安全的选择。

And then people don't wanna be in crowds, they perceive Airbnb as as a safer option.

我们收到了听众关于这个问题的提问。

We're getting questions about that from from our our listeners.

就是关于清洁方面，你们怎么确保房东保持他们的房子干净呢？

I mean, terms of cleanliness, how do you how do you ensure that that the hosts are are keeping their their properties clean?

有一个来自玛丽·艾略特通过脸书提出的问题。

There's question from Mary Elliot via Facebook.

你们怎么确保房东真的对房子进行了消毒？

How do you guys make sure that the hosts are really sanitizing their homes?

这就是我们正在做的整个计划。

So this is the whole program that we're doing.

我们推出了一个叫做“强化清洁协议”的东西。

We launched this thing called the enhanced cleaning protocol.

我们要求房东基本上要完成一个在线课程。

We ask hosts to go through basically like an online course.

如果他们完成了课程，里面有一些基本的清洁规范。

If they go through the course, it's got like basic cleaning protocols.

他们会在房源页面上获得一个徽章或标志，你会看到它，就在房源信息下方，我记得写着“强化清洁协议”。

They get a badge or a seal on their listing, you'll see it and it says right below the listing, I think it says enhanced cleaning protocol.

我们在退房和入住之间设置了大约二十四小时的间隔，以确保有明显的间隔，人们不会互相接触。

We've created gaps between checkouts and check ins of about twenty four hours to make sure that obviously there's some gap and people aren't kinda interfacing with each other.

这些是我们目前在做的一些事情，现在我们还在推进其他方面，比如更新评价系统。

These are some of the things, and now we're working on other things like updating review systems.

这样客人入住后，就可以评价清洁度，以及房东是否响应及时。

So when people stay, they can rate the cleanliness and did the host seem very responsive.

然后我们还会想办法去核实清洁标准。

Then And we're gonna be working on ways to essentially verify the standard of cleanliness as well.

这个问题稍微难一些。

That's a little bit harder problem.

但我们正在建立一套完整的体系。

But there's a whole system that we're working on.

你知道，说到上市这件事，现在是不是暂时搁置了？

You know, to this point of of going public, I mean, is that on the back burner now of of taking the company public?

没有。

No.

我……

I've...

这个采访一结束，我就继续忙那件事。

When this interview is over, I will be resuming work on that.

我……

I...

要上市的话，你得写一份叫S-1的证券文件，大概有300页，读起来挺费劲的。

To go public, you've got to write this securities document called an s one and it's like a 300 page page turner.

它……

It it...

就是……

It's it's...

它绝对比不上你喜欢的美国文学，不适合周日晚上当消遣读。

It will not it will not compete with your favorite American literature as a Sunday night reading.

但我们……

But we were...

我们打算三月底提交。

We're gonna file it late March.

我们把它搁置了，最近我们一直在重新拾起它，你知道的，而且你必须更新它，因为业务已经变了。

We put on the shelf and recently, we've been dusting it off, you know, and and you have to update it because the business has changed.

所以你得，对。

So you've got Yeah.

你得稍微写得不一样一点……

You've to kinda write it more diff...

更不一样。

More differently.

所以这就是我现在在做的事。

So that's what I'm doing.

而且我们不知道什么时候会上市，但我基本上说过，如果市场准备好了，我们今年就会准备好。

And we don't know when we'll be public, but I basically said, we'll be ready this year if the market's ready for us.

如果市场还没准备好，我们会等他们准备好。

If the market's not ready, we'll be ready when they are.

布莱恩，你知道，当你想到你的业务五年后会是什么样子，以及你从这段时间里学到了什么，作为领导者，这确实非常艰难。

Brian, you know, when you think about where your business is gonna be in five years, and and what you've learned from this time, you know, as a leader, it's been really difficult.

这确实非常艰难。

It's been extremely challenging.

你几乎是把你的脆弱都展现出来了，我觉得很多人都会欣赏这一点。

You're you're you're sort of wearing your vulnerability on your sleeve, which I think a lot of people appreciate.

从现在起五年后，你想把这段时间里学到的关于自己、关于你的领导力、关于你公司的哪些东西带到未来去？

What do you wanna take with you into the future in five years time from now that you've really learned about yourself and your leadership and your company during this time period?

你知道吗，在危机中你能真正看清一个人。

You know, you can learn a lot about somebody in a crisis.

我对自己有了两个认识。

And I've learned two things about myself.

第一个认识是，我能承受的痛苦比我想象的要多得多。

First thing I've learned about myself is I can handle a lot more pain than I thought I could.

结果发现，不管我之前害怕什么，而且我觉得我们很多人都是这样。

It just turns out that like whatever I was afraid of, think, and this is true for so many of us.

不管发生什么，我觉得我们都能挺过去，因为我们通常不是孤身一人。

Whatever happens, I think we can get through it because we're we're generally not alone.

我觉得有时候听节目的人，可能会觉得自己很孤单。

I think sometimes people listening, they probably feel alone.

我敢打赌，每个人都没有自己想的那么孤单。

I bet you everyone's less alone than they think they are.

但实际上我们……

But we're actually...

所有事情都是相互关联的。

Everything's connected.

我们都是彼此相连的。

We're all connected.

如果你能依靠身边人的支持，你能承受的远比你以为的多。

If you kind of lean on the support of those around you, you can handle so much more than you think you do.

其实，大多数听众身边都有可以依靠的人，我们只需要提醒自己这一点，并主动去联系他们。

I mean, most people listening do have connections, and we just need to remind ourselves of them and reach out to them.

我学到的第二件事，就是要跟随自己的内心和直觉。

And the second thing I've learned is to kind of follow your your own heart, your own intuition.