Airbnb CEO Brian Chesky 表示今年 AI token 支出将远超预期，但 ROI 已经显现，并称 AI 是 Airbnb 发生过的最好的事，公司正成为 AI 原生企业，这也是业绩的首要解释；财报超预期后 Airbnb 股价上涨 15%。作者同时引用三条相关信号：Sam Altman 以 ultra fast 模式做提示词，Anthropic Claude Code 负责人 Boris Cherny 称所有工作都用 Fable，OpenAI 研究员编码智能体推理支出中位数已达每天 $601，约合每年 $1.8M，而 2026 年 1 月还不到 $1。视频来自 CNBC Television YouTube 频道。
Airbnb CEO Brian Chesky: "We are going to spend a lot more on AI tokens this year than we forecasted, but that’s great because the ROI is there.
I think now it’s safe to say AI is the best thing to have happened to Airbnb. I think we’re becoming an AI-native company, and I think that is probably the number one explanation for our results."
- Airbnb stock jumps 15% after earnings beat
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From "CNBC Television" YouTube channel, (full video link in comment)
> Sam Altman does all his prompting on prompting on 'ultra fast' > Boris Cherny, head of Claude Code at Anthropic: “I use Fable for everything" > OpenAI's median researcher used $601 of coding-agent inference a day (about $1.8M a year, r) at API prices, up from under $1, in January 2026.在 X 查看被引用的帖子
来源：Rohan Paul · x.com