Chesky is having a Jobs moment, when Apple went from making Computers to smartphones and much much more. It didn’t happen in a day though. More importantly, by that time, Jobs had already built Next from the ground up, and supported and funded the growth of Pixar into an animation powerhouse. He had all the additional experience shaping his perception on what people want and how people will react to something.

I think Airbnb will have a branding issue. By transitioning from rentals to offering a wide range of services, they might dilute their brand before people have the chance to fully embrace and experience the new offerings.

Perhaps they should reinvent themselves as a platform that manages travel and stays, emphasizing that their “airbnb certified experience” includes access to specific facilities and guarantees. This way, users can choose from other service providers in their marketplace with their own standards. That way, expanding to more services over time would seem like an organic expansion.

Essentially, Airbnb could transition from managing services to a marketplace model that also hosts managed services and other providers. However, by maintaining a focus on “stays” or “travels” and slowly adding more ancillary services would prevent dilution before their metamorphosis is complete.