市场高估了AI对ABNB的负面影响；AI代理将提升预订效率与生产力，从而利好该公司。
逐段跳播
今年早些时候我们对Salesforce和Microsoft做过这件事，现在我们对Airbnb、Booking以及其他一些股票也在这么做。
We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.
我的意思是，听着，一切事物都受到人工智能的影响，既有正面也有负面。但是，如你所知，Muse，我们是在9月29日录制这期节目的，它在两周前发布了一份报告，对Airbnb和Booking产生了重大影响。
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.
Airbnb是否属于同一类别？你仔细研究过它吗？是的，我认为这更加荒谬。至少对于Booking你还能提出一个论点，即Mews可能会带来根本性的变革，而我认为这并不属实。但Airbnb有它的优势。
Mews将如何开始？你会逐个去问每位房主：你愿意出租你的房子吗？这完全不合逻辑。我认为这些东西，Mews以及其他必然会出现的代理，会帮助这些公司，因为它们会让预订旅行变得更容易。
这也会给人们带来更多的空闲时间。所以，如你所知，人工智能正在使这些公司受益，Airbnb在其上一次财报电话会议上特别指出了它节省的金额，以及人工智能如何帮助它提高生产力。所以，是的，我认为市场在这种情况下高估了。
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 .
这个频道对 $ABNB 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。