Sou Hu Cai Jing·2026-02-26 08:57Core Insights - Airbnb's CEO Brian Chesky provided an optimistic perspective on the impact of AI platforms like ChatGPT on traditional search engines, noting that users directed from AI chatbots have a higher booking conversion rate than those from Google search [2][3]. Group 1: AI Traffic Quality - The traffic from AI platforms exhibits a higher conversion rate for bookings compared to traditional search engines [3]. - Users arriving via AI have clearer intentions and shorter decision paths, as AI helps them filter options before reaching Airbnb [5]. Group 2: Strategic Positioning - Chesky emphasized that Airbnb will embrace AI platforms as new top-tier traffic sources, similar to how they previously engaged with Google [7]. - The company aims to combine general AI models with its proprietary data to create a platform that understands travel better than generic AI [7]. Group 3: Operational Efficiency - Unlike other tech giants investing billions in AI, Airbnb's "light asset" model allows it to innovate on existing top models without building large data centers [7]. - The company projects accelerated revenue growth while maintaining stable profit margins through its AI strategy [7]. Group 4: Unique Offerings - Airbnb boasts millions of unique listings that are exclusive to its platform, supported by a trust network of 200 million verified users and over 500 million authentic reviews [10].