Airbnb data pushes back on agentic commerce: users browse 25+ photos, agent traffic 'non-material'
SuB8u · x · 2026-11-07
Citing Brian Chesky's Airbnb earnings call: 500k bookings/day, traffic from AI agent products Muse/Instinct is 'very non-material'; users want to browse — averaging dozens of listings and 25+ photos, 90% message hosts, most traffic comes during 9-to-5 work hours (escapism), and 80% of travelers like doing their own research. The poster argues consumer desire to spend time on what matters conflicts with agents' efficiency goals — pitching agentic commerce as the solution for all stages of the purchase cycle is wishful thinking.
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