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Chamath Palihapitiya
@chamath
Social Capital 8090 God is in the details.
加入 April 2007
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“— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)” I believe this and other forms of escapism (X, YouTube, games, shopping) are where most of the current productivity gains in AI have gone.
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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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