Market overestimates AI's negative impact on ABNB; AI agents will aid booking efficiency and productivity, benefiting the company.

We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.

I mean, listen, everything is affected by artificial intelligence, both positively and negatively. But, as you know, Muse , and we're recording this on September 29, released a report two weeks ago that had a major impact on Airbnb and Booking.

Does Airbnb fall into the same category? Have you studied it closely? Yes, I think this is even more ridiculous. At least you can make an argument about Booking, which is that Mews might bring about a radical change , and I don't think that's true.

But Airbnb has offers. How will Mews begin? Will you ask each homeowner individually: Would you like to rent out your home? This is completely illogical. I think these things, Mews and other agents that will inevitably emerge, will help these companies because they will make booking travel easier.

This will also give people much more free time . So, artificial intelligence is benefiting these companies , as you know, and Airbnb specifically pointed out in its last earnings call the amount of savings it is making, and how artificial intelligence is helping it increase its productivity.

So, yes, I think the market in this case has overestimated .