How The Acquirers Podcast’s view on $ABNB changed

2026-09-30Bullish
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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.