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爱彼迎CEO:公司的终极目标是成为一家AI驱动的旅行社

爱彼迎CEO:公司的终极目标是成为一家AI驱动的旅行社

乐文澜(Michal Lev-Ram) 2023-11-17
对于如何使用人工智能更彻底地改变爱彼迎,这位联合创始人还有更大的野心。

爱彼迎首席执行官布莱恩·切斯基对人工智能寄予厚望。图片来源:VICTOR J. BLUE/BLOOMBERG VIA GETTY IMAGES

布莱恩·切斯基从不讳言爱彼迎(Airbnb)存在的技术问题。他最近甚至表示需要修复该度假租赁平台的“基础”。(该公司的房源因为可靠性和一致性等问题而遭到诟病。)现在,爱彼迎的联合创始人及首席执行官切斯基迫切地想要告诉全世界,他找到了一种潜在的解决方案:人工智能(AI)。

上周,爱彼迎公布了一系列新功能,包括一款人工智能驱动的工具,支持房主以照片的方式自动生成参观民宿的体验。切斯基后来在接受采访时对《财富》杂志表示:“我认为爱彼迎已经度过了难关。”

切斯基确信,爱彼迎已经走上了正确的轨道,其新发布的功能将帮助吸引房主和旅客。新功能中包括“旅客最爱”类别,列出了该应用程序上最受欢迎的民宿。然而,对于如何使用人工智能更彻底地改变爱彼迎,这位联合创始人还有更大的野心。

切斯基说:“最终的目标是变成类似于一家人工智能旅行社,它可以了解并理解你。它不会问‘你要去哪儿’或‘你什么时候出发’,相反它会[了解]你的身份,然后根据你的期望尤其是你的出行需求为你匹配相关服务。”

在这方面,11月14日,爱彼迎宣布了上市以后的第一笔收购,买下了一家神秘的初创公司GamePlanner.AI,据媒体称收购价格为2亿美元。外界对这家只有12个人的公司知之甚少。爱彼迎发布的新闻稿称,该公司同时具备了“人工智能、设计和社区”方面的专业知识。但显然GamePlanner.AI的团队和技术,将在爱彼迎进入新时代的过程中扮演关键角色。爱彼迎将以人工智能优先的方式,重新设计应用程序的界面和功能。

切斯基在上周的采访中称:“我认为我们能够成为特定类型人工智能领域的领导者。我们不是基础设施公司。我们不会成为人工智能研发方面的领导者。我们也不会开发大语言模型。但我们领先的将是‘应用人工智能’。”

切斯基所说的是人工智能的应用层面。在宣布此次收购的消息之前,切斯基与《财富》杂志分享了一些“假设”,他讲述了公司使用人工智能创建新用户体验的不同方式。

切斯基表示:“我认为,首先我们希望创建更个性化的人工智能驱动服务。”这意味着用数据创建更丰富的客户资料,并反馈到人工智能系统当中,从而为用户提供旅行和预订建议,用户不需要在传统搜索框中输入信息。切斯基还指出,可以使用客户服务数据训练人工智能系统,最终利用相关知识改善搜索体验。(换言之,成为一家人工智能驱动的旅行社。)

确切地说,新照片看房功能和收购GamePlanner.AI,并非爱彼迎首次进入人工智能领域。该公司多年来一直在开发人工智能驱动的工具、计算机视觉和机器学习。目前还不确定爱彼迎的新收购目标。但从对切斯基的采访里能够明显看出,他认为人工智能将是爱彼迎未来保持竞争力的关键,围绕人工智能重新确定公司的战略,至少在用户与应用程序的交互方面,将带来巨大的变化。

有趣的是,GamePlanner.AI的联合创始人亚当·切耶尔也是Siri的联合创始人。Siri后来被苹果(Apple)收购。而曾经是设计专业学生的切斯基,对苹果始终心怀敬意。

切斯基最近在接受采访时告诉《财富》杂志:“要成为一家优秀的消费品公司,你必须精通工程、研究、设计、营销、运营和销售,还必须了解文化,而苹果做到了。但到2007年苹果推出iPhone时,他们用了30年时间培养这些技能。现在的挑战是人工智能发展迅速,一切都在快速变化。公司很难在各个方面都变得优秀,因此我认为未来公司必须选好方向。”

至少目前,切斯基似乎已经为公司选好了方向:一款更像是超级旅行社的应用程序,而不是度假租赁的搜索引擎,至少部分动力将来自神秘的初创公司GamePlanner.AI。(财富中文网)

译者:刘进龙

审校:汪皓

布莱恩·切斯基从不讳言爱彼迎(Airbnb)存在的技术问题。他最近甚至表示需要修复该度假租赁平台的“基础”。(该公司的房源因为可靠性和一致性等问题而遭到诟病。)现在,爱彼迎的联合创始人及首席执行官切斯基迫切地想要告诉全世界,他找到了一种潜在的解决方案:人工智能(AI)。

上周,爱彼迎公布了一系列新功能,包括一款人工智能驱动的工具,支持房主以照片的方式自动生成参观民宿的体验。切斯基后来在接受采访时对《财富》杂志表示:“我认为爱彼迎已经度过了难关。”

切斯基确信,爱彼迎已经走上了正确的轨道,其新发布的功能将帮助吸引房主和旅客。新功能中包括“旅客最爱”类别,列出了该应用程序上最受欢迎的民宿。然而,对于如何使用人工智能更彻底地改变爱彼迎,这位联合创始人还有更大的野心。

切斯基说:“最终的目标是变成类似于一家人工智能旅行社,它可以了解并理解你。它不会问‘你要去哪儿’或‘你什么时候出发’,相反它会[了解]你的身份,然后根据你的期望尤其是你的出行需求为你匹配相关服务。”

在这方面,11月14日,爱彼迎宣布了上市以后的第一笔收购,买下了一家神秘的初创公司GamePlanner.AI,据媒体称收购价格为2亿美元。外界对这家只有12个人的公司知之甚少。爱彼迎发布的新闻稿称,该公司同时具备了“人工智能、设计和社区”方面的专业知识。但显然GamePlanner.AI的团队和技术,将在爱彼迎进入新时代的过程中扮演关键角色。爱彼迎将以人工智能优先的方式,重新设计应用程序的界面和功能。

切斯基在上周的采访中称:“我认为我们能够成为特定类型人工智能领域的领导者。我们不是基础设施公司。我们不会成为人工智能研发方面的领导者。我们也不会开发大语言模型。但我们领先的将是‘应用人工智能’。”

切斯基所说的是人工智能的应用层面。在宣布此次收购的消息之前,切斯基与《财富》杂志分享了一些“假设”,他讲述了公司使用人工智能创建新用户体验的不同方式。

切斯基表示:“我认为,首先我们希望创建更个性化的人工智能驱动服务。”这意味着用数据创建更丰富的客户资料,并反馈到人工智能系统当中,从而为用户提供旅行和预订建议,用户不需要在传统搜索框中输入信息。切斯基还指出,可以使用客户服务数据训练人工智能系统,最终利用相关知识改善搜索体验。(换言之,成为一家人工智能驱动的旅行社。)

确切地说,新照片看房功能和收购GamePlanner.AI,并非爱彼迎首次进入人工智能领域。该公司多年来一直在开发人工智能驱动的工具、计算机视觉和机器学习。目前还不确定爱彼迎的新收购目标。但从对切斯基的采访里能够明显看出,他认为人工智能将是爱彼迎未来保持竞争力的关键,围绕人工智能重新确定公司的战略,至少在用户与应用程序的交互方面,将带来巨大的变化。

有趣的是,GamePlanner.AI的联合创始人亚当·切耶尔也是Siri的联合创始人。Siri后来被苹果(Apple)收购。而曾经是设计专业学生的切斯基,对苹果始终心怀敬意。

切斯基最近在接受采访时告诉《财富》杂志:“要成为一家优秀的消费品公司,你必须精通工程、研究、设计、营销、运营和销售,还必须了解文化,而苹果做到了。但到2007年苹果推出iPhone时,他们用了30年时间培养这些技能。现在的挑战是人工智能发展迅速,一切都在快速变化。公司很难在各个方面都变得优秀,因此我认为未来公司必须选好方向。”

至少目前,切斯基似乎已经为公司选好了方向:一款更像是超级旅行社的应用程序,而不是度假租赁的搜索引擎,至少部分动力将来自神秘的初创公司GamePlanner.AI。(财富中文网)

译者:刘进龙

审校:汪皓

Brian Chesky hasn’t exactly been coy about Airbnb’s technical problems, even noting recently the need to fix the vacation rental platform’s “foundation.” (The company’s listings have been criticized for issues with reliability and consistency, among other complaints.) Now, the co-founder and CEO is eager to tell the world that he’s found a possible solution to these woes: artificial intelligence.

“I think that Airbnb has turned the corner,” Chesky told Fortune during an interview that took place last week after Airbnb unveiled a slew of new features, including an AI-powered tool that lets hosts automatically create photo tours of their homes.

Chesky is confident that Airbnb is on the right track, and that the newly-launched features–which also include “Guest Favorites,” a new category of the most-loved homes on the app–will help win over both hosts and guests. But the co-founder has much bigger ambitions for how AI could be used to more radically change Airbnb.

“The Holy Grail is becoming more like an AI travel agent that’s the ultimate agent that can learn about you, and understand you,” says Chesky. “It doesn’t just ask you, ‘where are you going’ or ‘when are you going’ but [understands] who you are and then can match you to anything you want, especially with your travel needs.”

To that end: On November 14, Airbnb announced its first acquisition as a public company, snapping up a stealth startup called GamePlanner.AI for a reported $200 million. Not much is known about the 12-person company, which combines expertise in “AI, design, and community,” according to a press release issued by Airbnb. But it’s clear that GamePlanner.AI’s team and technology will play a key role in ushering in a new era at Airbnb, reimagining the interface and features on the app with an AI-first approach.

“I think that we can be a leader in AI, a certain type of AI,” Chesky said in last week’s interview. “We’re not the infrastructure company. We’re not going to be a leader in AI research. And we’re not going to be developing large language models. But where we can be a leader is ‘applied AI.’”

What Chesky is referring to here is the application layers of AI. Prior to the announcement of the acquisition, the CEO shared some “hypotheticals” with Fortune–different ways that the company could use AI to create a new experience for its users.

“I think the first thing is that we want to build a more personalized AI-powered service,” said Chesky. That would mean building richer customer profiles with data that can feed into an AI system to present users with travel and booking suggestions, without necessarily having to enter information into a traditional search box. Chesky also said that the AI system could be trained on customer service data, and eventually bring in that knowledge into the search experience. (In other words: An AI-powered travel agent.)

To be sure, the new photo tours feature and the acquisition of GamePlanner.AI isn’t Airbnb’s first foray into artificial intelligence–the company has been working on AI-powered tools, computer vision, and machine learning for years. And it’s not clear just what Airbnb has in store for its new purchase. But it’s evident from talking to Chesky that he believes AI will be crucial in keeping Airbnb competitive in the future, and that re-positioning the company’s strategy around it presents a significant departure from the past, at least in the way users engage with the app.

Interestingly, the co-founder of GamePlanner.AI, Adam Cheyer, also co-founded Siri, which was acquired by Apple– a company Chesky, a former design student, has admired for years.

“To be a good consumer company, you have to be good at engineering and research and design and marketing and operations and sales, and you have to understand culture, and Apple was able to do that,” Chesky said in his recent interview with Fortune. “But by the time Apple launched the iPhone in 2007, they’d had 30 years to develop those skill sets. The challenge now is that AI is moving really fast, everything grows fast. And it’s really hard for companies to be good at every discipline… so I think that companies are going to have to pick lanes.”

At least for now, it appears that Chesky has picked that lane: An app that looks more like a supercharged travel agent than a search engine for vacation rentals, at least partially powered by a stealth startup called GamePlanner.AI.

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