Airbnb CEO says AI agents like Muse and Instinct are barely bringing in bookings: 'I don't see them as a threat'
THE SO WHAT
If AI travel agents are driving “very few bookings” for Airbnb, the constraint isn’t model quality — it’s distribution and user habit. Builders betting on agent front-ends should assume a long adoption curve and focus on embedding into existing demand channels, not replacing them.
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