Airbnb CEO says AI agents like Muse bring few orders
11/06/2026 — 11/06, 13:18·1 sources (all)·1 reports (all)
Key takeaways
- Business Insider reports Airbnb CEO Brian Chesky said on the Q3 earnings call that traffic and bookings from AI agents such as Meta's Muse a…
Background & analysis
According to Business Insider, Airbnb CEO Brian Chesky said on the company's third quarter earnings call on November 6, 2026, that AI agents from Meta, such as Muse and Instinct, are driving little traffic and even fewer bookings. Chesky said that out of the nearly 500,000 Airbnb bookings made each day, the share coming from Muse or Instinct is 'very non-material,' and that traffic from these agents peaked in early October and had not increased since. He added that he does not view AI agents as a threat, comparing them instead to Google as an entry point that brings new users. Airbnb has not disclosed any changes to its strategy for serving AI agents.
AI-generated from 1 reports · updated 2 hours ago
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Speaking on Airbnb's Q3 earnings call, CEO Brian Chesky said traffic from AI agents such as Meta's Muse and Instinct is thin and bookings are even thinner, describing them as a "very non-material" share of the nearly half a million bookings the site takes daily; agent traffic peaked in early October and has not grown since. He said he sees agents less as a threat than as a discovery channel akin to Google.
Business Insider · TechAI score 56
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