切斯基表示 Airbnb 重回增长模式，第三季度营收增速为三年多来最快，成熟市场也在加速。

“Airbnb 重回增长模式。像我们这样规模的平台很少能重新加速增长，但这正是我们正在做的。第三季度我们实现了三年多来最快的营收增长，业务各线全面加速，包括我们最成熟的市场。”

原文 (en)

"Airbnb is back in growth mode," CEO Brian Chesky said in a release to investors. "It's rare for a marketplace of our size to reaccelerate growth, but that's exactly what we're doing. In Q3, we delivered our fastest revenue growth in more than three years, with acceleration across our business, including our most established markets."

切斯基称北美预订间夜数增速创四年来最快，回头客和新用户都在增加。

“在北美，预订间夜数增速为四年来最快。我们也看到更多房客回头再订，也有更多人首次尝试 Airbnb。”

原文 (en)

"In North America, nights booked grew at their fastest pace in four years," Chesky said. "We're also seeing more guests return to Airbnb, and more people try it for the first time."

切斯基认为聊天机器人不适合规划旅行，Airbnb 正在打造类似生成式 UI 的定制 AI 原生体验。

“也许最重要的是，我们正在专门为旅行打造一种新的界面。我们不认为传统聊天机器人是规划旅行的正确方式，那是错误的界面。所以我们正在开发一种定制设计的 AI 原生体验，响应房客的需求……它会有点像生成式 UI，在合适的时间为你的具体旅行需求呈现合适的界面。”

原文 (en)

"Perhaps most importantly, we're building a new interface specifically for travel," Chesky said. "We don't think the traditional chatbot is the right way to plan travel. It's the wrong interface. So what we are doing is developing a custom-designed AI-native experience that responds to what guests are looking for … This is going to feel a little bit like generative UI in the sense that it's going to offer up the right interface at the right time for your specific travel needs."

切斯基认为复杂任务上专业化将胜出，专用代理必须比通用代理好数倍才能克服转换成本。

我认为当任务变得非常复杂时，专业化会胜出。通用聊天代理可以把任务交给专用代理，但很多人会直接使用专用代理。

原文 (en)

I think as they get really, really complicated, specialization is going to win. Now, the chat agent can hand over to a specialized agent, but a lot of people are going to go direct to the specialized agent

切斯基视第三方 AI 代理为获客机会而非威胁，并称目前来自它们的订单微不足道。

我对代理的总体态度是很兴奋。我不视其为威胁，而是像谷歌一样，是让更多人发现 Airbnb 的机会。

原文 (en)

My general philosophy on agents are, I'm generally excited about them. I don't see them as a threat. I see them kind of like Google as an opportunity for more people to discover Airbnb.