对ABNB的AI颠覆担忧缺乏依据，AI代理通过简化预订流程和提升生产力反而有利于其业务。
逐段跳播
但是，如你所知，Muse 发布了一份报告——我们录制这期节目是在 9 月 29 日，也就是两周前——这份报告对 Airbnb 和 Booking 产生了重大影响。
But, as you know, Muse released a report—and we're recording this episode on September 29, two weeks ago—that has had a major impact on Airbnb and Booking.
Airbnb 是否属于同一类？你仔细研究过它吗？是的，我认为这更加荒谬。至少对于 Booking，你还能提出一个论点，那就是 Muse 可能会带来彻底的改变，而我认为这并不成立。
但 Airbnb 有一个报价。Muse 将如何开始？你会逐个询问每位房主：你愿意出租你的房子吗？这完全不合逻辑。
Does Airbnb fall into the same category? Have you studied it closely? Yes, I think this is even more ridiculous. At least you can make an argument about Booking, which is that Muse might make a radical change , and I don't think that's true.
But Airbnb has an offer. How will Muse start? Will you ask each homeowner individually: Will you rent out your home? This is completely illogical .
我认为这些东西，比如 Muse 以及其他必然会出现的代理，会帮助这些公司，因为它们会让预订旅行变得更容易。这也会给人们带来多得多的自由时间。所以，如你所知，人工智能正在使这些公司受益，而 Airbnb 在其上一次财报电话会议上特别指出了它节省的金额，以及人工智能如何帮助它提高生产率。
I think these things, like Muse and other agents that will inevitably emerge, will help these companies because they will make booking travel easier. This will also give people much more free time.
So, artificial intelligence is benefiting these companies, as you know, and Airbnb specifically pointed out in its last earnings call the amount of savings it is making, and how artificial intelligence is helping it increase its productivity.
这个频道对 $ABNB 的历次判断
The Acquirers Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。