Chit Chat Stocks Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
Feb 20, 2026
They dig into Airbnb’s growth, hotel push, and product monetization ideas like loyalty and ads. Remitly’s send volumes, margins, and leadership change get a close look. A debate about AI’s impact on enterprise software and a watchlist featuring Adyen and Intuit appears. Berkshire’s 13F moves and capital strategy are discussed, plus DoorDash’s convenience theme and Robinhood’s new venture fund.
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New Remitly CEO Comes From Amazon Payments
- The new Remitly CEO ran Amazon Payments and led Marketplace efforts, implying deep product and payments experience.
- His performance RSUs vest on share-price milestones, aligning pay with potential re-rating.
AI Won't Immediately Replace Enterprise Software
- AI firms like Anthropic still rely on legacy SaaS (Salesforce, Slack, Asana) for operations, showing AI won't instantly replace core software.
- Replacing mission-critical vendor software internally is rare and often wasteful.
Value Software By Moat And Execution
- Evaluate software companies by moat, product innovation, and capital allocation rather than alarmist AI narratives.
- Prefer durable vendors that provide reliability and support over fragile open-source alternatives.