One of the things Jeff Jordan, the managing partner of Andreessen Horowitz and ex-CEO of OpenTable is passionate about with Airbnb’s go-forward opportunity is they have a huge business in homes but they're really reinventing the experience market around the world.

Their latest offering is starting to scratch the surface of disrupting travel agents, where they have an all-in-one trip where you get your home, you get your experiences, you get your meals, and all you have to do is pick the destination, like “I want to go to Chile.”

The other opportunity is that as travel becomes more digital, the “digital exhaust,” or the data generated, has tremendous value.