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經歷了高層動蕩后，不久前愛彼迎宣布首席財務官勞倫斯·“L.T.”·托西將離職，長期任首席執行官布萊恩·切斯基副手的貝琳達·約翰遜將升任首席運營官。愛彼迎還宣布2018年不會上市。

托西離職的消息很突然而且讓人吃驚；熟悉約翰遜在愛彼迎的角色和重要性的人對其升職應該不會意外。

托西于2015年加入愛彼迎，之前在黑石公司工作，從2008年開始擔任首席財務官。黑石是全世界最大的私營地產投資公司，剛完成收購和推動希爾頓上市，所以托西積累了豐富的地產和酒店行業經驗。他在華爾街名氣很大，彭博報道稱2011年史蒂夫·喬布斯曾找他出任蘋果公司首席財務官，但他拒絕了。還曾有消息稱他會成為黑石創始人史蒂芬·施瓦茨曼繼任者。

但最近托西跟切斯基之間關系越發緊張，主要因為托西希望擴大職權。根據科技媒體The Information一篇深度報道，托西想擔任首席運營官或核心業務民居部門總裁。報道還稱二人對切斯基一些大膽想法存在異議，例如將業務拓展到航空領域，還有一些需要較長時間才能盈利的業務。一位熟悉該公司的人士表示，兩人對愛彼迎將來如何發展“理念不一致”。

托西在一份聲明中表示，“在愛彼迎期間是我職業生涯中最興奮的兩年半”，還表示“雖然我要離開去追求自己的事業，但我會懷念在愛彼迎打造的頂尖團隊，而且非常相信團隊會繼續為愛彼迎和社區創造價值。”

就公司上市計劃發布的專門聲明中，切斯基表示今年不會啟動。“我知道人們會問，出現人事變動是不是意味著離上市不遠，”他表示，“我來明確回答一下，2018年不會上市。”切斯基一直堅稱公司會按照自己的節奏執行上市計劃，而且不會著急。2017年初，他告訴《財富》雜志上市準備需要兩年，當時只進行了“一半”。但他強調說，即便準備就緒也會保持耐心，謹慎選擇時機。上周他在一篇博客中闡述了發展愿景，稱要將愛彼迎打造為“21世紀偉大公司”，發展前景“無可限量”。

但現在公司連首席財務官也沒有。招聘團隊尋找接替者期間，擔任全球財務計劃分析的艾莉·梅爾茨將暫時兼任。

與托西突然離職導致首席財務官空缺不一樣，人人都知道愛彼迎缺位首席運營官。了解愛彼迎的人對提升約翰遜應該不會吃驚，畢竟她一直是實權派，也是切斯基最重要也最信任的顧問。（有些人可能會誤以為她已經是首席運營官；2015年，切斯基曾宣稱約翰遜是他的“代表”；去年科技網站Backchannel發表了一篇深度報道，文中將約翰遜稱為愛彼迎的謝麗爾·桑德博格）。

約翰遜2011年就加入了愛彼迎。之前她在雅虎擔任法律副總顧問，因1999年雅虎收購馬克·古本的在線音樂公司Broadcast.com而入職雅虎。她在Broadcast.com職位是法律總顧問。在雅虎工作十年后，她希望加入一家創業早期、增速極快且直接面對消費者的公司。她是第一位入職愛彼迎的高管，迅速成為切斯基的左右手。2015年她升任首席商務和法律官，權限擴展到城市合作、公共政策、傳播、社會和公益活動以及法律業務等。

約翰遜擔任首席運營官后，將全面負責公司的新組織架構，目前分為四大部門：民居部；“豪宅”部，即豪華住宿業務；行旅部，2016年末推出的可預訂旅行“體驗”平臺；還有中國業務部。在新崗位上她還將負責“業務運行的系統和團隊”，也負責法律、政策和傳播事務。

約翰遜很早就建議切斯基在各城市擴張時采取更柔和的手段，與對手競爭時也一樣。他迅速成為當時經驗尚淺的首席執行官身邊重要的參謀，協助規劃公司發展，面對各種挑戰，包括處理各城市的關系，應對2016年歧視事件之類。公司里她受到一致稱贊，因為她處事冷靜，情商很高，而且擅長搭建和擴大團隊，而且不管面臨什么挑戰都能做成事情。

“不看好貝琳達·約翰遜的人肯定賺不到錢，”約翰遜前老板古本在回復《財富》的短信中表示。“大部分領導者能計劃到第二天，但貝琳達能為下周做好計劃并執行。”

但她或許稱得上切斯基最贊賞的人，切斯基在公司內部多次表達過對約翰遜的重視。他曾表示招到約翰遜是“最明智一舉”，還一再稱贊她的眼光比其他人遠大。“她高瞻遠矚，能看清業務未來發展方向，”切斯基上次提升她后表示。這次他在擢升約翰遜為首席運營官的聲明中表示，“我每天都在向她學習，正因為有她幫助我才能成為更好的領導者。”約翰遜也謙虛地回應了盛贊：“布萊恩非常具有遠見卓識，他不僅能看到未來一步、兩步，也不是三步，而是能看到未來十步，”她表示。

不過目前他只能多關注眼下了，因為公司急缺三位高管：民居業務方面，切斯基在親自兼管。去年10月喬納森·麥登霍爾宣布離職后首席營銷官一職空缺。托西離開后，切斯基還得趕緊找一位首席財務官。（財富中文網）

譯者：馮豐

審稿：夏林

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In an executive shakeup, Airbnb Thursday said that its CFO, Laurence “L.T.” Tosi will be leaving the company and that CEO Brian Chesky’s longtime deputy Belinda Johnson would be elevated to the new role of COO. The company also said it is not going public in 2018.

The Tosi news was sudden and unexpected; the news about Johnson likely not surprising to anyone familiar with her prominent role and reputation within the company.

Tosi joined Airbnb in 2015 from Blackstone, where he had been CFO since 2008. With Blackstone the largest private real estate investor in the world, and having just come off its buyout and subsequent IPO of Hilton, Tosi had unique real estate and hospitality industry experience. He also had a top flight Wall Street reputation: In 2011, he had reportedly been approached by Steve Jobs for the CFO role at Apple but turned it down, according to Bloomberg; he was at one point named as a possible successor to Stephen Schwarzman.

But tensions between Tosi and Chesky had recently escalated, due in part to Tosi’s wanting more responsibilities. According to an in-depth report from The Information,he was seeking to become either COO or president of the company’s core homes division. The report also said the two clashed over some of Chesky’s bold ideas—to expand into flights, for one, and other new initiatives that required a longer-term path to profitability. A source familiar with the company said the two had a “difference in philosophy” over how to manage Airbnb’s growth.

For his part, Tosi said in a statement that “The two and half years I’ve spent at Airbnb have been some of the most thrilling of my career” and that “While the time is right for me to build my own business, I will miss working with the top tier teams we have assembled and am confident that they will continue to create value for Airbnb and our community.”

Chesky, in a rare specific statement on the timing of the company’s IPO plans, said in the announcement that it would not take the company public this year. “I know people will ask what these changes mean for a potential IPO,” he said. “Let me address this directly. We are not going public in 2018.” Chesky has always insisted that the company would go public on its own timetable and not for a while; in early 2017, he told Fortunehe saw the process of getting ready for an IPO to be a two-year project and that at the time they were “halfway.” But once ready, he stressed, the company would be patient and deliberate about picking its moment. Last week, he articulated in a blog post his vision to make Airbnb a “21st Century Company,” one with an “infinite time horizon.”

But for now, the company is without a CFO. While a search firm looks for one, duties will fall to Ellie Mertz, the company’s head of global financial planning and analysis.

In contrast to Tosi’s unexpected departure, it was well known the company had been looking for a COO, and the elevation of Johnson should not surprise anyone familiar with the behind-the-scenes leader widely seen as Chesky’s most important and most trusted adviser. (Some may have mistakenly assumed she already was COO; as far back as 2015, he referred to her as his “proxy;” last year, Backchannel published an in-depth profile calling her Airbnb’s Sheryl Sandberg).

Johnson started her tenure at Airbnb in 2011. She came from Yahoo, where she was deputy general counsel, having joined the company with its 1999 acquisition of Broadcast.com, Mark Cuban’s audio streaming company, where she served as general counsel. After more than a decade at Yahoo, she was ready for a change and knew she wanted to join an early-stage, high-growth, consumer-facing company. She became Airbnb’s first executive hire and quickly became indispensable to Chesky. In 2015 she was promoted to Airbnb’s chief business affairs and legal officer, greatly expanding her purview to include civic partnerships, public policy, communication, social and philanthropic initiatives, and legal operations.

In her new role as COO, Johnson assumes oversight of the company’s new organizational structure, which is divided into four business units: Homes; “Lux,” its luxury business; Trips, the platform for bookable “Experiences” launched in late 2016; and China. The role also gives her oversight of the “systems and teams that enable our businesses to function,” as well as legal, policy and communications.

Johnson was credited early on with encouraging Chesky to take a more conciliatory approach with cities and to meet with his opponents. She quickly became a key advisor to the then-still-new CEO, helping him navigate the company’s growth and challenges, including its relationships with cities and crises like the revelations of discrimination on its platform in 2016. She is uniformly praised within the company and by those who know it for her calm demeanor, high EQ, ability to build and scale teams—and a way of getting things done no matter the challenge.

“No one ever got rich betting against Belinda Johnson,” her former boss Cuban told Fortune via text message.”While most leaders might be looking at tomorrow, Belinda’s already planned and built for next week.”

But she is perhaps praised by no one as much as Chesky, who has made it abundantly clear how much he values her role within the company. He has called hiring Johnson “one of the best decisions we ever made” and has repeatedly called out her ability to see the possible where others might not. “At the highest level, she figures out how to enable our business,” he told Fortune at the time of her last promotion. In the statement today, announcing her elevation to COO, he said, “I learn from her every day, and I’m a better leader because she is my partner.” Johnson has returned the accolades: “Brian is this amazing visionary that looks not 1 not 2 not 3 but 10 steps ahead,” she has said.

He may have to focus on the short term for now, as the company has three big executive spots unfilled: Chesky himself is still running the homes business. The CMO spot has been vacant since Jonathan Mildenhall announced his departure last October. And now, with Tosi’s departure, Chesky adds CFO spot to his to-do list.