Airbnb CEO: AI agents like Muse drive almost no bookings
Airbnb CEO Brian Chesky told investors on the Q3 earnings call that general-purpose AI agents such as Meta's Muse and Instinct send 'not a lot of traffic, and even fewer bookings' — a 'very non-material' share of nearly half a million daily bookings. Agent traffic peaked in early October and has been flat for four weeks, and Airbnb plans to ship its own specialized travel agent in the first half of 2027 instead.