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00:02Airbnb could emerge as a winner as artificial intelligence agents threaten to disrupt the
00:07online travel industry, according to the Wall Street Journal. More than half of Airbnb's
00:11listings are exclusive to its platform, giving it an advantage over booking holdings and Expedia.
00:16More than 90% of Airbnb's traffic also comes directly through its website or app.
00:21However, the company's expansion into hotels and advertising could expose it to greater
00:25competition from AI agents. Airbnb plans to introduce its own AI agent next year, but
00:30analysts say the company may need to negotiate partnerships with outside providers. A loyalty
00:35program could also help retain customers. These strategies could reduce Airbnb's roughly
00:3913% take rate while potentially generating additional bookings.
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