Airbnb CEO: AI agents need their own operating system

Beyond the app interface, Chesky argues that the broader industry is hampered by a lack of a true AI operating system. He suggests that current AI applications are being built on top of existing operating systems like iOS and Windows, rather than on a dedicated AI foundation. This, he contends, limits interoperability and the development of robust AI agents.

Chesky pointed to the early attempts by ChatGPT to create an app store as an example of this challenge, noting that without a proper software developer kit and an underlying operating system, such initiatives struggle to integrate complex functionalities. He has personally tested Airbnb on AI agents like Muse and Instinct, finding the experience to be subpar, indicating that consumer AI has not yet been fully realized.

He also addressed the misconception that interfaces will disappear in favor of pure voice or text interaction. Chesky believes that well-designed interfaces remain crucial, especially for platforms like Airbnb where browsing and inspiration are key parts of the user experience. He anticipates that as long as major platforms like Apple and Google control the operating systems, apps will continue to evolve with integrated agents, rather than being replaced entirely by them.

Looking ahead, Chesky sees voice technology playing an increasingly important role, with plans to roll out voice agents for search and customer service this fall. He also noted that AI has already helped Airbnb ship features faster and has personally benefited from AI in reducing meeting loads, allowing him to access information more efficiently.