Craig Shapiro ⚽️
@cshapiro
Founder and managing partner @collabfund.
Joined April 2008
599 Following 17.6K Followers
Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:
— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
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