AI 导读
Airbnb CEO Brian Chesky 表示今年 AI token 开销将远超预测，但 ROI 成立，AI 是发生在 Airbnb 身上最好的事，公司正成为 AI 原生公司，这是业绩的头号解释。财报超预期后 Airbnb 股价上涨 15%。附图显示 OpenAI 研究员中位数每人每日 coding-agent 推理开销从 2026 年 1 月不足 1 美元涨至 601 美元（约每年 180 万美元），约每月翻倍。来源为 CNBC Television 视频采访。
正文
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