"And what we see is that traffic that comes from chatbots convert at a higher rate than traffic that comes from Google,"
"I think these chatbot platforms are gonna be very similar to search. Gonna be really good top-of-funnel discoveries,"
"We think they are gonna be positive for Airbnb,"
Traffic from AI chatbots converts at a higher rate than traffic from Google, though specific conversion rates were not disclosed. The company did not quantify chatbot-driven traffic volume or name which platforms drive most referrals. Platforms mentioned include ChatGPT, Google's Gemini, and Anthropic's Claude. AI search appears to shift traffic from volume to value by sending fewer clicks that represent higher user intent. Chatbots are framed as top-of-funnel discovery channels and potential acquisition partners rather than disintermediators. Strong brand demand and structured content can translate into increased AI-driven visibility for listings and services.
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