$ABNB

ABNB

Airbnb Inc. Class A Common Stock

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The Acquirers Podcast发布 2026-10-02
《Are AI Fears Crushing High-Quality Travel Stocks?》
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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。

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 .

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