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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。
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.