Airbnb 财报电话会：日均 50 万订单，AI 流量仍微不足道
Airbnb 自己说 AI 带的流量还很小，用户一天刷几十个房源当摸鱼消遣，这组数据对做 AI 旅行产品的人挺有参考价值。
Airbnb 财报电话会上披露日均订单约 50 万单。其自研 AI 产品 Muse/Instinct 带来的流量被 CEO Brian Chesky 称为“非常不显著”。用户数据显示平均每人浏览数十个房源、查看 25 张以上照片，90% 的用户会给房东发消息。Chesky 据此判断用户仍偏好自己浏览和做旅行研究，80% 的旅行者表示喜欢自己做行程调研。
Airbnb 用的人越来越多，也越来越赚钱了 这件事值得注意下 Craig Shapiro ⚽️ @cshapiro Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior: — Airbnb gets ~500k bookings a day — ”very non-material” traffic from Muse/Instinct — says people *want* to browse: average user looks at dozens of listings and 25+ photos — 90% of users message the host — most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism) — 80% of travels say they like doing their own travel research Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 2 🔄 0 ❤️ 4 👀 1467 📊 2 ⚡
