At the September 10 Goldman Communacopia + Technology conference, Airbnb CEO Brian Chesky said that humanity needs to “ride” the AI wave rather than be swallowed by it. What has been confirmed is this: it is his statement at the event, with others in attendance including Nvidia CEO Jensen Huang, Uber CEO Dara Khosrowshahi, and SpaceX CFO Bret Johnsen who are also scheduled to speak. As for whether he provided specific product, investment, or regulatory proposals, this remains to be confirmed.

The reason this line is worth watching is that it brings the AI narrative back from “a tech company’s business” to “how all companies use it.” If enterprises treat AI as an efficiency tool, the transmission path looks like this: demand for software and cloud services rises, white-collar workflows get rewritten, and platform-based companies may benefit first. But this time the provided market data is blank; I can’t use the market action of that day to validate whether the market is pricing in this logic. I can only be candid: there is a lack of quotable price or fund-flow data.

What’s even more worth pondering is that Chesky, as CEO of a platform company, is not a chip company CEO. When he talks about “surfing,” it suggests that the value of AI doesn’t lie in the model itself, but in who embeds it into high-frequency scenarios like travel, commuting, and office work. Huang Renxun and Khosrowshahi appear on the same stage, which conveniently covers the compute, mobility, and platform links. But remarks in the meeting don’t equal performance guidance; the specifics still need to be verified.

Next, you can track this: whether any Q&A details leak out after the meeting, and whether AI-related revenues or costs in these companies’ financial reports change. If later information shows that AI is only the executives’ verbal narrative and doesn’t translate into product pricing or user data, then “surfing” is just rhetoric—and the conclusion would need to be overturned.

Risk notice: This article is for informational interpretation only and does not constitute investment advice.