Airbnb CEO says AI agents like Muse and Instinct are barely bringing in bookings: 'I don't see them as a threat'

Airbnb CEO Brian Chesky reported that AI booking agents like Meta's Muse and Instinct AI currently contribute a negligible number of bookings among Airbnb's nearly 500,000 daily reservations. He views these AI agents as opportunities for customer discovery rather than threats, noting that traffic from them peaked in early October without growth since.