【中英字幕】爱彼迎打造AI旅行智能体

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P1 · 【中英字幕】爱彼迎打造AI旅行智能体 p01 【双字&原声】 (P1)

【中英字幕】爱彼迎打造AI旅行智能体 p01 【双字&原声】 (P1)

发布于 2026-11-12 · 时长 8:32

字幕摘录

时间	英文	中文
0:00	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
0:06	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
0:08	Now it's adding services	现在它增加了服务
0:10	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
0:14	Well, we're now joined by	好了,我们现在加入
0:15	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
0:19	Nathan, thank you	内森,谢谢你
0:19	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
0:21	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
0:25	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.

展开字幕全文（155 条）

序号	英文	中文
1	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
2	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
3	Now it's adding services	现在它增加了服务
4	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
5	Well, we're now joined by	好了,我们现在加入
6	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
7	Nathan, thank you	内森,谢谢你
8	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
9	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
10	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.
11	How's the European market different to other parts of the world?	欧洲市场与世界其他地方有何不同?.
12	It's been a very successful 15 years, and Europe was really part of the founding.	15年来,它非常成功,欧洲是创始国的一部分。
13	It really started	真的开始了
14	spreading here soon after starting the company.	公司成立后不久就在这里展开.
15	Over those 15 years, hosts have earned 110 billion	在这15年里 东道主赚了1100亿
16	euros.	欧元。
17	The typical host makes about 4,600 euros per year.	典型的东道主每年约赚4600欧元.
18	And of course, it has a ripple on the	当然,它有波纹
19	economy, as you pointed out, the 56 billion to the economy just last year.	经济,正如你指出, 560亿 经济刚刚去年。
20	I think what's changed	我觉得事情变了
21	and what's a little different is that actually most of the business is not in the big cities	其实大部分生意不是在大城市
22	anymore.	现在。
23	Nine out of 10 nights booked are outside of the top 10 capital cities, and two-thirds of	预定的10个晚上中,有9个在前10个首都之外,三分之二在
24	nights booked are outside of urban, high-density urban areas.	预定的夜晚在城市、高密度城市地区以外。
25	We know there's a number, Nathan,	我们知道有一个号码,内森,
26	of things that the EU is trying to negotiate.	欧盟试图谈判的事情。
27	One of them is, for example, the EU Affordability	例如,其中之一是欧盟的可负担性。
28	Housing Act.	《住房法》。
29	Do you see that changing, actually, what people can rent through Airbnb?	你看,这变化,实际上, 人们可以租 通过Airbnb?
30	The business is already highly regulated.	企业已经受到高度监管。
31	If you look globally at our top 200 markets, 80 percent	如果你看看全球200强的市场, 80%
32	of them have regulation in place, and oftentimes for a decade now.	其中有条例已经到位,而且经常是十年。
33	So regulation is not a new topic.	因此,监管不是一个新议题。
34	Of course, it's evolving, and the Affordable Housing Act has the potential to standardize	当然,它正在演变, 和负担得起的住房法案 有可能标准化
35	certain things.	某些东西
36	I think what's really important is to make sure that any regulation is evidence-based,	我认为真正重要的是 确保任何条例都是基于证据的
37	and that's currently being contemplated as a part of the Housing Affordability Act.	而这正被考虑 作为住房负担能力法的一部分。
38	The real housing	实际住房
39	issue, number one housing issue, is the lack of new supply, the lack of new housing being created.	问题是缺乏新的供应,缺乏新的住房。
40	And when you look at places even like, let's say, Barcelona, where Airbnb is heavily regulated,	当你看着像,比如,巴塞罗纳, 在那里,Airbnb受到很大管制,
41	and yet there's still a housing crisis there, over six years from 2018 to 2014,	2018年到2014年这6年间,那里仍然存在着住房危机,
42	the number of Airbnbs decreased 24 percent, yet rents increased 37 percent.	Airbnbs的数量减少了24%,而租金却增加了37%。
43	So we've seen that	所以我们看到了
44	there's a disconnect between Airbnb and housing.	Airbnb和住房之间有脱节
45	These are separate topics for the most part,	这些主题大多是独立的,
46	and we see that reflected in places like Lisbon actually loosening regulation.	我们从里斯本这样的地方看到这一点, 实际上放松了监管。
47	So yeah, I think	所以,我觉得
48	evidence-based is really important so that the data leads to policy.	基于证据确实很重要,这样数据才能导致政策。
49	Who gets the better deal	谁得到更好的交易
50	at the moment?	现在?
51	Is it hosts or guests, or do you think you're actually getting the balance right?	是主机还是客机 还是你认为你得到了平衡?
52	The better deal when you book an Airbnb?	你订Airbnb的时候会怎么样?
53	Well, I guess it's a balance between hosts and guests,	我想这是主持人和客人的平衡
54	right?	对吧?
55	It's a win-win.	双胜.
56	It's a win-win, and I think, let me tell you why.	这是一个双赢,我想, 让我告诉你为什么。
57	First of all,	首先,我们...
58	there's something for everyone on Airbnb.	Airbnb上有东西给每个人
59	So any price point, any neighborhood,	所以任何价格点,任何邻居,
60	you can find it on Airbnb.	你可以在Airbnb上找到它。
61	And for example, families tell us that one-third of families	例如,家庭告诉我们三分之一的家庭
62	who use Airbnb say, I wouldn't be able to travel if it weren't for Airbnb.	谁用Airbnb说, 如果没有Airbnb,我就无法旅行。
63	Because if you're a	因为如果你是一个
64	family, you typically need a little bit more space.	家庭,你通常需要一点空间。
65	One hotel room isn't going to do it,	一个酒店房间是不会做到这一点,
66	and that means travel is super expensive.	也就是说旅行非常昂贵
67	But having a home where you have multiple bedrooms,	但有一个有多个卧室的家,
68	you have a kitchen, that makes a difference for families and for travelers.	你有一个厨房, 这对家庭和旅行者都有好处。
69	So I think this is	我想这是
70	important for travelers, but it's a huge opportunity for hosts.	对旅行者来说很重要,但这对东道主来说是一个巨大的机会.
71	And again, hosts are	再说一遍 东道主
72	ordinary people who are renting out their homes when they're not there and making a little extra	普通人,他们租出 他们的家时,他们不在那里 并做一点点额外
73	income.	收入。
74	On average, 4,600 euros each year.	平均每年4600欧元.
75	On your own analytics platform, where do you see	在自己的分析平台,你在哪里看到
76	the most potential for AI to yield engagement?	人工智能最有可能做出承诺?
77	Yeah, we're using AI in a few different ways.	是的,我们用AI的方式不同。
78	Certainly internally, we're using it to ship product faster, and we ship 70 percent more	当然,在内部,我们用它来更快地运送产品, 而我们再运送70%
79	features this quarter than a year ago.	这个季度是一年前的
80	So that's part of what's contributing to our growth.	所以这就是促进我们成长的一部分。
81	We're using it for customer service, 40 percent of customer service handled by AI now.	我们用它做客户服务, 40%的客户服务 现在由AI处理。
82	And	还有
83	customers are loving it because it has a faster response time.	顾客喜欢它 因为它有更快的反应时间。
84	You can call us and get a response	你可以打电话给我们 得到一个答复
85	almost immediately, and that leads to higher satisfaction scores.	几乎马上,这导致了更高的满意分。
86	And we're using AI in the	我们正在使用AI在
87	search experience increasingly.	搜索经验越来越丰富。
88	So you can write a free form text query and we can show you homes	这样您就可以写一个免费的表格文本查询, 我们可以显示您的家
89	that kind of meet that query.	那种方式满足了询问。
90	How much do you worry about the disintermediation threat of AI	你有多担心AI的干扰威胁?
91	agents?	探员?
92	Do you think it could be in the future tempting for owners to test whether they can reach	你觉得将来业主会想测试他们能否达到
93	renters directly?	直接租户?
94	I'm not too worried about that.	我不太担心
95	First of all, most homes are only on the Airbnb	首先,大部分的家 只在Airbnb上
96	platform.	平台。
97	But I think Airbnb provides a service that's much more than just connecting guests to	但我认为Airbnb所提供的服务远不止是连接客人
98	hosts.	师曰.
99	It's the customer service, it's handling the payments, it's handling the taxes, it's the trust	这是客户服务,它处理支付, 处理税收,这是信托
100	and safety capabilities that we built into the platform, the fact that in every transaction	以及我们在平台上建立的安全能力
101	there's a million dollars of property protection included, free of charge.	有100万美元的财产保护 包括,免费。
102	So this is really	这是真的
103	important when you're renting out your home.	你租房的时候很重要
104	Our original innovation when starting this company was	我们创办公司时的最初创新是
105	solving the trust problem.	解决信任问题。
106	How do you trust a stranger in your home?	你怎么相信一个陌生人在你家里?
107	That's what we've solved,	这就是我们解决的
108	and I think an AI agent is not going to solve all that.	我认为一个人工智能特工不会解决所有问题
109	How do you see the interaction between,	你怎么看 互动之间,
110	for example, your services, the website, and AI agents?	比如,你的服务,网站,和AI代理?
111	AI agents today are a small amount of	今天的人工智能特工数量很少
112	traffic.	堵车。
113	It's very small.	极细小.
114	That being said, we do see some experimentation with that.	尽管如此,我们确实看到一些实验。
115	I think in the	我觉得
116	future we are actively working on our own agent that will be able to book both on Airbnb and off	未来我们积极地工作 我们自己的经纪人,将可以 预订在Airbnb和关闭
117	platform.	平台。
118	That's not live yet, but I think there's going to be a role for that long term.	这还不是现场直播 但我认为长期来说 会有角色出现
119	It will be	会的
120	a specialized travel product, because I think travel is a certain kind of workflow.	一个专业的旅行产品, 因为我认为旅行是某种工作流程。
121	It's not	这不是
122	text-based.	文本基础。
123	You need maps.	你需要地图。
124	You need to do comparisons.	你需要做比较。
125	You need to include your travel party	你需要包括你的旅行派对
126	to help make decisions.	帮助作出决定。
127	So I think it deserves a specialized agent, and we will create that.	所以,我认为它值得 一个专门的代理人, 我们将创建。
128	I think there will be other people, though, who choose to use maybe a more general purpose agent,	我想还有其他人会选择使用 更通用的药剂
129	and that's fine, too.	也没关系
130	I think people will have choices, but either way the business will flow	我认为人们会有选择, 但无论如何,生意会发展
131	to Airbnb, because we provide more than simply the volume of business.	给Airbnb,因为我们提供 不仅仅是业务量。
132	It's also the kind of	这也是那种
133	critical infrastructure to do the transaction, have the trust, the payments.	重要的基础设施 做交易, 有信任,支付。
134	Nathan, I know you said that a lot of people are looking for cities or places to stay outside the	内森,我知道你说 很多人在寻找城市或地方
135	big cities.	大城市。 城市。
136	I was surprised also to read that there's going to be a lot more traffic and guests	我也很惊讶地读到 会有更多的交通和客人
137	in Eastern Europe.	东欧。
138	Do you think that's a trend that can continue, or is it just because	你觉得这个趋势可以继续下去吗 还是因为...
139	more people are putting their property on Airbnb?	更多的人把财产放在Airbnb上?
140	We're really seeing growth across all the	我们真的看到增长 跨越所有
141	countries, and this last quarter was record growth across the board, 19% growth in revenue.	收入增长19%。
142	And yes, there's growth in Eastern Europe, and the stat I shared earlier was	是的,东欧有增长, 我之前分享的是
143	about how the business has shifted over the years from being strictly in cities to actually now	这几年来 生意是如何从严格在城市里转移到现在的
144	more in the rural areas.	更多在农村地区。
145	So we're seeing a lot of growth in rural areas.	因此,我们看到农村地区的增长很多。
146	And look, a lot of rural	看,很多农村人
147	areas don't even have hotels, and they don't have tourism infrastructure.	当地甚至没有酒店 也没有旅游基础设施
148	And so there's a lot of	因此,有许多
149	enthusiasm by small towns to be able to participate in tourism and have accommodation for visitors	* 小城镇热衷于参与旅游业并为游客提供住宿;
150	and participate in that economy.	并参与该经济。
151	Thank you so much for these great insights,	非常感谢你的深刻见解
152	actually.	事实上
153	Really interesting.	真的很有趣,你觉得呢?
154	Nathan Blacharczyk, 联合创始人兼战略主任
155	S. S. C. (英语).

该视频共有字幕 155 条。解锁更多字幕为会员功能，请移动到 价格

P2 · 【中英字幕】爱彼迎打造AI旅行智能体 p02 【英字&原声】 (P2)

【中英字幕】爱彼迎打造AI旅行智能体 p02 【英字&原声】 (P2)

发布于 2026-11-12 · 时长 8:32

字幕摘录

时间	英文	中文
0:00	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
0:06	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
0:08	Now it's adding services	现在它增加了服务
0:10	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
0:14	Well, we're now joined by	好了,我们现在加入
0:15	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
0:19	Nathan, thank you	内森,谢谢你
0:19	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
0:21	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
0:25	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.

展开字幕全文（155 条）

序号	英文	中文
1	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
2	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
3	Now it's adding services	现在它增加了服务
4	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
5	Well, we're now joined by	好了,我们现在加入
6	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
7	Nathan, thank you	内森,谢谢你
8	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
9	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
10	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.
11	How's the European market different to other parts of the world?	欧洲市场与世界其他地方有何不同?.
12	It's been a very successful 15 years, and Europe was really part of the founding.	15年来,它非常成功,欧洲是创始国的一部分。
13	It really started	真的开始了
14	spreading here soon after starting the company.	公司成立后不久就在这里展开.
15	Over those 15 years, hosts have earned 110 billion	在这15年里 东道主赚了1100亿
16	euros.	欧元。
17	The typical host makes about 4,600 euros per year.	典型的东道主每年约赚4600欧元.
18	And of course, it has a ripple on the	当然,它有波纹
19	economy, as you pointed out, the 56 billion to the economy just last year.	经济,正如你指出, 560亿 经济刚刚去年。
20	I think what's changed	我觉得事情变了
21	and what's a little different is that actually most of the business is not in the big cities	其实大部分生意不是在大城市
22	anymore.	现在。
23	Nine out of 10 nights booked are outside of the top 10 capital cities, and two-thirds of	预定的10个晚上中,有9个在前10个首都之外,三分之二在
24	nights booked are outside of urban, high-density urban areas.	预定的夜晚在城市、高密度城市地区以外。
25	We know there's a number, Nathan,	我们知道有一个号码,内森,
26	of things that the EU is trying to negotiate.	欧盟试图谈判的事情。
27	One of them is, for example, the EU Affordability	例如,其中之一是欧盟的可负担性。
28	Housing Act.	《住房法》。
29	Do you see that changing, actually, what people can rent through Airbnb?	你看,这变化,实际上, 人们可以租 通过Airbnb?
30	The business is already highly regulated.	企业已经受到高度监管。
31	If you look globally at our top 200 markets, 80 percent	如果你看看全球200强的市场, 80%
32	of them have regulation in place, and oftentimes for a decade now.	其中有条例已经到位,而且经常是十年。
33	So regulation is not a new topic.	因此,监管不是一个新议题。
34	Of course, it's evolving, and the Affordable Housing Act has the potential to standardize	当然,它正在演变, 和负担得起的住房法案 有可能标准化
35	certain things.	某些东西
36	I think what's really important is to make sure that any regulation is evidence-based,	我认为真正重要的是 确保任何条例都是基于证据的
37	and that's currently being contemplated as a part of the Housing Affordability Act.	而这正被考虑 作为住房负担能力法的一部分。
38	The real housing	实际住房
39	issue, number one housing issue, is the lack of new supply, the lack of new housing being created.	问题是缺乏新的供应,缺乏新的住房。
40	And when you look at places even like, let's say, Barcelona, where Airbnb is heavily regulated,	当你看着像,比如,巴塞罗纳, 在那里,Airbnb受到很大管制,
41	and yet there's still a housing crisis there, over six years from 2018 to 2014,	2018年到2014年这6年间,那里仍然存在着住房危机,
42	the number of Airbnbs decreased 24 percent, yet rents increased 37 percent.	Airbnbs的数量减少了24%,而租金却增加了37%。
43	So we've seen that	所以我们看到了
44	there's a disconnect between Airbnb and housing.	Airbnb和住房之间有脱节
45	These are separate topics for the most part,	这些主题大多是独立的,
46	and we see that reflected in places like Lisbon actually loosening regulation.	我们从里斯本这样的地方看到这一点, 实际上放松了监管。
47	So yeah, I think	所以,我觉得
48	evidence-based is really important so that the data leads to policy.	基于证据确实很重要,这样数据才能导致政策。
49	Who gets the better deal	谁得到更好的交易
50	at the moment?	现在?
51	Is it hosts or guests, or do you think you're actually getting the balance right?	是主机还是客机 还是你认为你得到了平衡?
52	The better deal when you book an Airbnb?	你订Airbnb的时候会怎么样?
53	Well, I guess it's a balance between hosts and guests,	我想这是主持人和客人的平衡
54	right?	对吧?
55	It's a win-win.	双胜.
56	It's a win-win, and I think, let me tell you why.	这是一个双赢,我想, 让我告诉你为什么。
57	First of all,	首先,我们...
58	there's something for everyone on Airbnb.	Airbnb上有东西给每个人
59	So any price point, any neighborhood,	所以任何价格点,任何邻居,
60	you can find it on Airbnb.	你可以在Airbnb上找到它。
61	And for example, families tell us that one-third of families	例如,家庭告诉我们三分之一的家庭
62	who use Airbnb say, I wouldn't be able to travel if it weren't for Airbnb.	谁用Airbnb说, 如果没有Airbnb,我就无法旅行。
63	Because if you're a	因为如果你是一个
64	family, you typically need a little bit more space.	家庭,你通常需要一点空间。
65	One hotel room isn't going to do it,	一个酒店房间是不会做到这一点,
66	and that means travel is super expensive.	也就是说旅行非常昂贵
67	But having a home where you have multiple bedrooms,	但有一个有多个卧室的家,
68	you have a kitchen, that makes a difference for families and for travelers.	你有一个厨房, 这对家庭和旅行者都有好处。
69	So I think this is	我想这是
70	important for travelers, but it's a huge opportunity for hosts.	对旅行者来说很重要,但这对东道主来说是一个巨大的机会.
71	And again, hosts are	再说一遍 东道主
72	ordinary people who are renting out their homes when they're not there and making a little extra	普通人,他们租出 他们的家时,他们不在那里 并做一点点额外
73	income.	收入。
74	On average, 4,600 euros each year.	平均每年4600欧元.
75	On your own analytics platform, where do you see	在自己的分析平台,你在哪里看到
76	the most potential for AI to yield engagement?	人工智能最有可能做出承诺?
77	Yeah, we're using AI in a few different ways.	是的,我们用AI的方式不同。
78	Certainly internally, we're using it to ship product faster, and we ship 70 percent more	当然,在内部,我们用它来更快地运送产品, 而我们再运送70%
79	features this quarter than a year ago.	这个季度是一年前的
80	So that's part of what's contributing to our growth.	所以这就是促进我们成长的一部分。
81	We're using it for customer service, 40 percent of customer service handled by AI now.	我们用它做客户服务, 40%的客户服务 现在由AI处理。
82	And	还有
83	customers are loving it because it has a faster response time.	顾客喜欢它 因为它有更快的反应时间。
84	You can call us and get a response	你可以打电话给我们 得到一个答复
85	almost immediately, and that leads to higher satisfaction scores.	几乎马上,这导致了更高的满意分。
86	And we're using AI in the	我们正在使用AI在
87	search experience increasingly.	搜索经验越来越丰富。
88	So you can write a free form text query and we can show you homes	这样您就可以写一个免费的表格文本查询, 我们可以显示您的家
89	that kind of meet that query.	那种方式满足了询问。
90	How much do you worry about the disintermediation threat of AI	你有多担心AI的干扰威胁?
91	agents?	探员?
92	Do you think it could be in the future tempting for owners to test whether they can reach	你觉得将来业主会想测试他们能否达到
93	renters directly?	直接租户?
94	I'm not too worried about that.	我不太担心
95	First of all, most homes are only on the Airbnb	首先,大部分的家 只在Airbnb上
96	platform.	平台。
97	But I think Airbnb provides a service that's much more than just connecting guests to	但我认为Airbnb所提供的服务远不止是连接客人
98	hosts.	师曰.
99	It's the customer service, it's handling the payments, it's handling the taxes, it's the trust	这是客户服务,它处理支付, 处理税收,这是信托
100	and safety capabilities that we built into the platform, the fact that in every transaction	以及我们在平台上建立的安全能力
101	there's a million dollars of property protection included, free of charge.	有100万美元的财产保护 包括,免费。
102	So this is really	这是真的
103	important when you're renting out your home.	你租房的时候很重要
104	Our original innovation when starting this company was	我们创办公司时的最初创新是
105	solving the trust problem.	解决信任问题。
106	How do you trust a stranger in your home?	你怎么相信一个陌生人在你家里?
107	That's what we've solved,	这就是我们解决的
108	and I think an AI agent is not going to solve all that.	我认为一个人工智能特工不会解决所有问题
109	How do you see the interaction between,	你怎么看 互动之间,
110	for example, your services, the website, and AI agents?	比如,你的服务,网站,和AI代理?
111	AI agents today are a small amount of	今天的人工智能特工数量很少
112	traffic.	堵车。
113	It's very small.	极细小.
114	That being said, we do see some experimentation with that.	尽管如此,我们确实看到一些实验。
115	I think in the	我觉得
116	future we are actively working on our own agent that will be able to book both on Airbnb and off	未来我们积极地工作 我们自己的经纪人,将可以 预订在Airbnb和关闭
117	platform.	平台。
118	That's not live yet, but I think there's going to be a role for that long term.	这还不是现场直播 但我认为长期来说 会有角色出现
119	It will be	会的
120	a specialized travel product, because I think travel is a certain kind of workflow.	一个专业的旅行产品, 因为我认为旅行是某种工作流程。
121	It's not	这不是
122	text-based.	文本基础。
123	You need maps.	你需要地图。
124	You need to do comparisons.	你需要做比较。
125	You need to include your travel party	你需要包括你的旅行派对
126	to help make decisions.	帮助作出决定。
127	So I think it deserves a specialized agent, and we will create that.	所以,我认为它值得 一个专门的代理人, 我们将创建。
128	I think there will be other people, though, who choose to use maybe a more general purpose agent,	我想还有其他人会选择使用 更通用的药剂
129	and that's fine, too.	也没关系
130	I think people will have choices, but either way the business will flow	我认为人们会有选择, 但无论如何,生意会发展
131	to Airbnb, because we provide more than simply the volume of business.	给Airbnb,因为我们提供 不仅仅是业务量。
132	It's also the kind of	这也是那种
133	critical infrastructure to do the transaction, have the trust, the payments.	重要的基础设施 做交易, 有信任,支付。
134	Nathan, I know you said that a lot of people are looking for cities or places to stay outside the	内森,我知道你说 很多人在寻找城市或地方
135	big cities.	大城市。 城市。
136	I was surprised also to read that there's going to be a lot more traffic and guests	我也很惊讶地读到 会有更多的交通和客人
137	in Eastern Europe.	东欧。
138	Do you think that's a trend that can continue, or is it just because	你觉得这个趋势可以继续下去吗 还是因为...
139	more people are putting their property on Airbnb?	更多的人把财产放在Airbnb上?
140	We're really seeing growth across all the	我们真的看到增长 跨越所有
141	countries, and this last quarter was record growth across the board, 19% growth in revenue.	收入增长19%。
142	And yes, there's growth in Eastern Europe, and the stat I shared earlier was	是的,东欧有增长, 我之前分享的是
143	about how the business has shifted over the years from being strictly in cities to actually now	这几年来 生意是如何从严格在城市里转移到现在的
144	more in the rural areas.	更多在农村地区。
145	So we're seeing a lot of growth in rural areas.	因此,我们看到农村地区的增长很多。
146	And look, a lot of rural	看,很多农村人
147	areas don't even have hotels, and they don't have tourism infrastructure.	当地甚至没有酒店 也没有旅游基础设施
148	And so there's a lot of	因此,有许多
149	enthusiasm by small towns to be able to participate in tourism and have accommodation for visitors	* 小城镇热衷于参与旅游业并为游客提供住宿;
150	and participate in that economy.	并参与该经济。
151	Thank you so much for these great insights,	非常感谢你的深刻见解
152	actually.	事实上
153	Really interesting.	真的很有趣,你觉得呢?
154	Nathan Blacharczyk, 联合创始人兼战略主任
155	S.T.A.L.D., so yeah, thank you for that. Thank you, Goodyear.	S. T. A. L. D. 所以,是的,谢谢你。 谢谢 古德年

该视频共有字幕 155 条。解锁更多字幕为会员功能，请移动到 价格

P3 · 【中英字幕】爱彼迎打造AI旅行智能体 p03 【无字&原声】 (P3)

【中英字幕】爱彼迎打造AI旅行智能体 p03 【无字&原声】 (P3)

发布于 2026-11-12 · 时长 8:32

字幕摘录

时间	英文	中文
0:00	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
0:06	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
0:08	Now it's adding services	现在它增加了服务
0:10	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
0:14	Well, we're now joined by	好了,我们现在加入
0:15	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
0:19	Nathan, thank you	内森,谢谢你
0:19	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
0:21	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
0:25	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.

展开字幕全文（155 条）

序号	英文	中文
1	Airbnb says it's back in growth mode with revenue rising at its fastest pace in three years.	Airbnb说它恢复了增长模式,三年来收入增长最快.
2	The company has been expanding beyond home rentals.	公司一直在扩展,超越房屋租赁.
3	Now it's adding services	现在它增加了服务
4	and hotels while rolling out AI-powered tools across its platform.	和酒店,同时在它的平台上推出AI驱动的工具.
5	Well, we're now joined by	好了,我们现在加入
6	Nathan Blurczakczyk是Airbnb的联合创始人兼首席战略官.
7	Nathan, thank you	内森,谢谢你
8	so much for joining us here on The Pulse.	这么多的加入我们 在这里的脉搏。
9	I know you're celebrating 15 years in Europe of Airbnb.	我知道你在欧洲庆祝15年
10	In 2025, you also contributed some 55.8 billion euros to European GDP.	2025年,您还为欧洲GDP贡献了约558亿欧元.
11	How's the European market different to other parts of the world?	欧洲市场与世界其他地方有何不同?.
12	It's been a very successful 15 years, and Europe was really part of the founding.	15年来,它非常成功,欧洲是创始国的一部分。
13	It really started	真的开始了
14	spreading here soon after starting the company.	公司成立后不久就在这里展开.
15	Over those 15 years, hosts have earned 110 billion	在这15年里 东道主赚了1100亿
16	euros.	欧元。
17	The typical host makes about 4,600 euros per year.	典型的东道主每年约赚4600欧元.
18	And of course, it has a ripple on the	当然,它有波纹
19	economy, as you pointed out, the 56 billion to the economy just last year.	经济,正如你指出, 560亿 经济刚刚去年。
20	I think what's changed	我觉得事情变了
21	and what's a little different is that actually most of the business is not in the big cities	其实大部分生意不是在大城市
22	anymore.	现在。
23	Nine out of 10 nights booked are outside of the top 10 capital cities, and two-thirds of	预定的10个晚上中,有9个在前10个首都之外,三分之二在
24	nights booked are outside of urban, high-density urban areas.	预定的夜晚在城市、高密度城市地区以外。
25	We know there's a number, Nathan,	我们知道有一个号码,内森,
26	of things that the EU is trying to negotiate.	欧盟试图谈判的事情。
27	One of them is, for example, the EU Affordability	例如,其中之一是欧盟的可负担性。
28	Housing Act.	《住房法》。
29	Do you see that changing, actually, what people can rent through Airbnb?	你看,这变化,实际上, 人们可以租 通过Airbnb?
30	The business is already highly regulated.	企业已经受到高度监管。
31	If you look globally at our top 200 markets, 80 percent	如果你看看全球200强的市场, 80%
32	of them have regulation in place, and oftentimes for a decade now.	其中有条例已经到位,而且经常是十年。
33	So regulation is not a new topic.	因此,监管不是一个新议题。
34	Of course, it's evolving, and the Affordable Housing Act has the potential to standardize	当然,它正在演变, 和负担得起的住房法案 有可能标准化
35	certain things.	某些东西
36	I think what's really important is to make sure that any regulation is evidence-based,	我认为真正重要的是 确保任何条例都是基于证据的
37	and that's currently being contemplated as a part of the Housing Affordability Act.	而这正被考虑 作为住房负担能力法的一部分。
38	The real housing	实际住房
39	issue, number one housing issue, is the lack of new supply, the lack of new housing being created.	问题是缺乏新的供应,缺乏新的住房。
40	And when you look at places even like, let's say, Barcelona, where Airbnb is heavily regulated,	当你看着像,比如,巴塞罗纳, 在那里,Airbnb受到很大管制,
41	and yet there's still a housing crisis there, over six years from 2018 to 2014,	2018年到2014年这6年间,那里仍然存在着住房危机,
42	the number of Airbnbs decreased 24 percent, yet rents increased 37 percent.	Airbnbs的数量减少了24%,而租金却增加了37%。
43	So we've seen that	所以我们看到了
44	there's a disconnect between Airbnb and housing.	Airbnb和住房之间有脱节
45	These are separate topics for the most part,	这些主题大多是独立的,
46	and we see that reflected in places like Lisbon actually loosening regulation.	我们从里斯本这样的地方看到这一点, 实际上放松了监管。
47	So yeah, I think	所以,我觉得
48	evidence-based is really important so that the data leads to policy.	基于证据确实很重要,这样数据才能导致政策。
49	Who gets the better deal	谁得到更好的交易
50	at the moment?	现在?
51	Is it hosts or guests, or do you think you're actually getting the balance right?	是主机还是客机 还是你认为你得到了平衡?
52	The better deal when you book an Airbnb?	你订Airbnb的时候会怎么样?
53	Well, I guess it's a balance between hosts and guests,	我想这是主持人和客人的平衡
54	right?	对吧?
55	It's a win-win.	双胜.
56	It's a win-win, and I think, let me tell you why.	这是一个双赢,我想, 让我告诉你为什么。
57	First of all,	首先,我们...
58	there's something for everyone on Airbnb.	Airbnb上有东西给每个人
59	So any price point, any neighborhood,	所以任何价格点,任何邻居,
60	you can find it on Airbnb.	你可以在Airbnb上找到它。
61	And for example, families tell us that one-third of families	例如,家庭告诉我们三分之一的家庭
62	who use Airbnb say, I wouldn't be able to travel if it weren't for Airbnb.	谁用Airbnb说, 如果没有Airbnb,我就无法旅行。
63	Because if you're a	因为如果你是一个
64	family, you typically need a little bit more space.	家庭,你通常需要一点空间。
65	One hotel room isn't going to do it,	一个酒店房间是不会做到这一点,
66	and that means travel is super expensive.	也就是说旅行非常昂贵
67	But having a home where you have multiple bedrooms,	但有一个有多个卧室的家,
68	you have a kitchen, that makes a difference for families and for travelers.	你有一个厨房, 这对家庭和旅行者都有好处。
69	So I think this is	我想这是
70	important for travelers, but it's a huge opportunity for hosts.	对旅行者来说很重要,但这对东道主来说是一个巨大的机会.
71	And again, hosts are	再说一遍 东道主
72	ordinary people who are renting out their homes when they're not there and making a little extra	普通人,他们租出 他们的家时,他们不在那里 并做一点点额外
73	income.	收入。
74	On average, 4,600 euros each year.	平均每年4600欧元.
75	On your own analytics platform, where do you see	在自己的分析平台,你在哪里看到
76	the most potential for AI to yield engagement?	人工智能最有可能做出承诺?
77	Yeah, we're using AI in a few different ways.	是的,我们用AI的方式不同。
78	Certainly internally, we're using it to ship product faster, and we ship 70 percent more	当然,在内部,我们用它来更快地运送产品, 而我们再运送70%
79	features this quarter than a year ago.	这个季度是一年前的
80	So that's part of what's contributing to our growth.	所以这就是促进我们成长的一部分。
81	We're using it for customer service, 40 percent of customer service handled by AI now.	我们用它做客户服务, 40%的客户服务 现在由AI处理。
82	And	还有
83	customers are loving it because it has a faster response time.	顾客喜欢它 因为它有更快的反应时间。
84	You can call us and get a response	你可以打电话给我们 得到一个答复
85	almost immediately, and that leads to higher satisfaction scores.	几乎马上,这导致了更高的满意分。
86	And we're using AI in the	我们正在使用AI在
87	search experience increasingly.	搜索经验越来越丰富。
88	So you can write a free form text query and we can show you homes	这样您就可以写一个免费的表格文本查询, 我们可以显示您的家
89	that kind of meet that query.	那种方式满足了询问。
90	How much do you worry about the disintermediation threat of AI	你有多担心AI的干扰威胁?
91	agents?	探员?
92	Do you think it could be in the future tempting for owners to test whether they can reach	你觉得将来业主会想测试他们能否达到
93	renters directly?	直接租户?
94	I'm not too worried about that.	我不太担心
95	First of all, most homes are only on the Airbnb	首先,大部分的家 只在Airbnb上
96	platform.	平台。
97	But I think Airbnb provides a service that's much more than just connecting guests to	但我认为Airbnb所提供的服务远不止是连接客人
98	hosts.	师曰.
99	It's the customer service, it's handling the payments, it's handling the taxes, it's the trust	这是客户服务,它处理支付, 处理税收,这是信托
100	and safety capabilities that we built into the platform, the fact that in every transaction	以及我们在平台上建立的安全能力
101	there's a million dollars of property protection included, free of charge.	有100万美元的财产保护 包括,免费。
102	So this is really	这是真的
103	important when you're renting out your home.	你租房的时候很重要
104	Our original innovation when starting this company was	我们创办公司时的最初创新是
105	solving the trust problem.	解决信任问题。
106	How do you trust a stranger in your home?	你怎么相信一个陌生人在你家里?
107	That's what we've solved,	这就是我们解决的
108	and I think an AI agent is not going to solve all that.	我认为一个人工智能特工不会解决所有问题
109	How do you see the interaction between,	你怎么看 互动之间,
110	for example, your services, the website, and AI agents?	比如,你的服务,网站,和AI代理?
111	AI agents today are a small amount of	今天的人工智能特工数量很少
112	traffic.	堵车。
113	It's very small.	极细小.
114	That being said, we do see some experimentation with that.	尽管如此,我们确实看到一些实验。
115	I think in the	我觉得
116	future we are actively working on our own agent that will be able to book both on Airbnb and off	未来我们积极地工作 我们自己的经纪人,将可以 预订在Airbnb和关闭
117	platform.	平台。
118	That's not live yet, but I think there's going to be a role for that long term.	这还不是现场直播 但我认为长期来说 会有角色出现
119	It will be	会的
120	a specialized travel product, because I think travel is a certain kind of workflow.	一个专业的旅行产品, 因为我认为旅行是某种工作流程。
121	It's not	这不是
122	text-based.	文本基础。
123	You need maps.	你需要地图。
124	You need to do comparisons.	你需要做比较。
125	You need to include your travel party	你需要包括你的旅行派对
126	to help make decisions.	帮助作出决定。
127	So I think it deserves a specialized agent, and we will create that.	所以,我认为它值得 一个专门的代理人, 我们将创建。
128	I think there will be other people, though, who choose to use maybe a more general purpose agent,	我想还有其他人会选择使用 更通用的药剂
129	and that's fine, too.	也没关系
130	I think people will have choices, but either way the business will flow	我认为人们会有选择, 但无论如何,生意会发展
131	to Airbnb, because we provide more than simply the volume of business.	给Airbnb,因为我们提供 不仅仅是业务量。
132	It's also the kind of	这也是那种
133	critical infrastructure to do the transaction, have the trust, the payments.	重要的基础设施 做交易, 有信任,支付。
134	Nathan, I know you said that a lot of people are looking for cities or places to stay outside the	内森,我知道你说 很多人在寻找城市或地方
135	big cities.	大城市。 城市。
136	I was surprised also to read that there's going to be a lot more traffic and guests	我也很惊讶地读到 会有更多的交通和客人
137	in Eastern Europe.	东欧。
138	Do you think that's a trend that can continue, or is it just because	你觉得这个趋势可以继续下去吗 还是因为...
139	more people are putting their property on Airbnb?	更多的人把财产放在Airbnb上?
140	We're really seeing growth across all the	我们真的看到增长 跨越所有
141	countries, and this last quarter was record growth across the board, 19% growth in revenue.	收入增长19%。
142	And yes, there's growth in Eastern Europe, and the stat I shared earlier was	是的,东欧有增长, 我之前分享的是
143	about how the business has shifted over the years from being strictly in cities to actually now	这几年来 生意是如何从严格在城市里转移到现在的
144	more in the rural areas.	更多在农村地区。
145	So we're seeing a lot of growth in rural areas.	因此,我们看到农村地区的增长很多。
146	And look, a lot of rural	看,很多农村人
147	areas don't even have hotels, and they don't have tourism infrastructure.	当地甚至没有酒店 也没有旅游基础设施
148	And so there's a lot of	因此,有许多
149	enthusiasm by small towns to be able to participate in tourism and have accommodation for visitors	* 小城镇热衷于参与旅游业并为游客提供住宿;
150	and participate in that economy.	并参与该经济。
151	Thank you so much for these great insights,	非常感谢你的深刻见解
152	actually.	事实上
153	Really interesting.	真的很有趣,你觉得呢?
154	Nathan Blacharczyk, 联合创始人兼战略主任
155	M.B.B., is the CEO of M.B.B.B.B., a company that actually owns and sells and has built it's	M. B. B.,是M. B. B. B. B. 的首席执行官,一家实际拥有和销售并已经建成的公司

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