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.

切斯基称酒店业务增速远超核心业务，未来几年必将带来数十亿美元收入。

酒店业务增速明显快于核心业务。酒店是一个9000亿美元的市场，而我们的基数很小。我不想给出预测，但毫无疑问未来几年酒店业务将带来数十亿美元收入。

原文 (en)

Hotels are growing markedly faster than our core business. That's not to say our core business is growing slow. It's just hotels are a $900 billion market off of a very, very tiny base. I certainly don't want to put any like projections out there or forecast. But it's undoubtable that we will do multiple billions of dollars in revenue in hotels in the coming years.