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布莱恩·切斯基访谈:AI代理需要自己的操作系统Brian Chesky interview: AI agents need their own operating system

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Airbnb 本周推出了由人工智能驱动的新搜索功能,这是其秋季更新的一部分。对于一家在人工智能领域行动缓慢且较为谨慎的公司而言,此举意义重大。联合创始人兼首席执行官布莱恩·切斯基过去曾表示,仅靠聊天机器人的界面并不适合旅游探索。随着更多人工智能功能即将登陆 Airbnb 应用,我通过 Zoom 采访了切斯基 Discuss him?

Airbnb rolled out its new AI-powered search this week as part of its fall update, a significant step for a company that has been slow and deliberate about AI. Co-founder and CEO Brian Chesky has said in the past that a chatbot-only interface is not fit for travel discovery With more AI on the way to the Airbnb app, I caught up with Chesky over Zoom to talk about how the company is approaching it, where interfaces are headed, why consumer AI still isn’t working, and what role voice will play.

Wait I accidentally typed English in analysis. Need final exact. Discuss company... Need final now.Airbnb 本周推出了人工智能驱动的新搜索功能,这是其秋季更新的一部分。对于一家在人工智能领域行动缓慢且较为谨慎的公司而言,此举意义重大。联合创始人兼首席执行官布莱恩·切斯基过去曾表示,仅靠聊天机器人的界面并不适合旅游探索。

Chesky hasn’t changed his mind on chatbots. He said they aren’t good for browsing or shopping because they give you a few options at a time, and you have to take multiple turns before reaching a result. But he doesn’t see the current version of Airbnb’s search as the final form either: its interface will evolve over time. “I think that I’ve believed for a long time that a chatbot isn’t the right interface for e-commerce. I think what you’re seeing today is also not the endgame for e-commerce or for travel or shopping. I think that there’s going to be some interface that is, you know, I don’t want to call it a midpoint, but something between a chatbot and what you see in the first version we shipped,” he said.

随着更多人工智能功能即将登陆 Airbnb 应用,我通过 Zoom 采访了切斯基 Discuss him? Wait I accidentally typed English in analysis. Need final exact. Discuss company... Need final now.切斯基继续说道:“你知道,很多人希望某些事情……既快捷又简单,比如‘帮我订一张航班,我不想再费心查看。’使用 Airbnb 时,人们会享受浏览产品的过程。旅行研究表明,相比实际旅行,人们其实会从规划和期待旅行中获得更多乐趣。因此,不能剥夺他们规划旅程时获得的灵感、浏览信息的乐趣,以及在庞大选择库中自由徜徉、尽情畅想的体验。”

Continued Chesky: “You know, a lot of people want some things … to be fast and easy, like ‘Book me a flight, I don’t want to look at it.’ With Airbnb, they enjoy looking at the product. Travel studies show that people actually derive more pleasure in planning and anticipating travel than they do traveling. So you don’t want to take the inspiration and the browsing and the library experience of dreaming away.”

切斯基认为,聊天机器人还面临第二个问题:它们是为单个用户设计的,并不是一种协作式界面,而对于经常由家人和朋友共同使用的产品来说,这一点很重要。未来三到六个月,公司将探索能够实现“多人”AI 的界面,也就是让多人同时使用 AI,例如一群人共同规划行程。

Chesky sees a second problem with chatbots, which is that they are built for one person. He feels that they aren’t a collaborative interface, which matters for a product that people often use with family and friends. Over the next three to six months, the company’s task is to explore interfaces that enable “multiplayer” AI, meaning AI that several people, such as a group planning a trip together, can use at once.

Airbnb 并不是唯一一家重新思考 AI 界面形态的公司。随着 AI 工具不断演进,各类应用中也出现了新的界面。Monogram 以及较晚出现的 Wabi 等初创公司正在探索“生成式”界面,即由 AI 实时构建的屏幕,而不是由设计师事先固定好的界面。切斯基认为,未来人们会看到确定性界面(预先设计且可预测)与生成式界面并存的局面。

Airbnb isn’t the only one rethinking what an AI interface should look like. As AI tools evolve, new interfaces are also showing up in apps. Startups like Monogram and, more recently, Wabi are experimenting with “generative” interfaces, which are screens an AI builds on-the-fly rather than ones a designer fixed in advance. Chesky thinks people will see a mix of deterministic (pre-designed and predictable) and generative interfaces.

我问切斯基,Airbnb 正如何为面向消费者的 AI 代理做准备。这类代理是代表用户执行任务的工具,例如 Instinct 和 Muse。他说,这些代理需要 Airbnb 端具备完善稳健的软件基础设施,公司也希望提升自身对代理调用的友好程度。在他看来,这些代理可以成为很好的获客渠道。

I asked Chesky how Airbnb is preparing for consumer AI agents, which are tools like Instinct and Muse that carry out tasks on a person’s behalf. Agents will need robust software infrastructure on Airbnb’s end, he said, and the company wants to make itself more agent-friendly. In his view, they could be good lead generators.

“我不一定确定自己是否相信这样一个世界:未来会有应用,但这些应用会变成通用简易界面的数据层。因为当你打开 iPhone 时,Airbnb 的应用采用不同于 DoorDash、Shopify 和亚马逊的设计,是有原因的。我们的界面应该适应具体用途以及我们要完成的功能。我们希望让自己的应用更具智能体属性,也希望构建多得多的用户界面控件,”他说。

“I don’t necessarily know if I believe in a world that there’s apps in the future, but I don’t believe in a world where the apps become data layers of a universal simple UI because when you open your iPhone, there is a reason Airbnb’s app is a different design than DoorDash, Shopify, and Amazon. Our interfaces should be adaptive to the utility and the function that we’re doing. We want to make our app more agentic, and we want to build a lot more user interface controls,” he said.

“如果我有一个智能体,但同时又希望具备非常出色的浏览功能;希望能够像在 Airbnb 上一样给房东发消息;希望进行比较、核验身份、使用地图功能,以及随后添加其他项目;如果还想继续留在平台内,那么要么智能体必须进行交接,要么智能体应用就需要构建一套更为完善的软件开发工具包,从而可以说把应用带到用户面前。”切斯基认为,人们担心 AI 工具会将 Airbnb 等公司排除在客户关系之外,不过他表示,聊天机器人已被证明很擅长获取销售线索。

“If I have an agent, but I also want like really great browse functionality, if I want to be able to message the host like an Airbnb, if I want to be able to compare, if I want to be able to verify my identity, if I want to be able to use a map feature, if I want to then be able to add other items, then if I want to stay in the platform, then either the agent has to do a handoff or the agent application would need to build a bit more of, I think, a robust software developer kit to bring the app to you, so to speak.”Chesky thinks that there were concerns around AI tools cutting companies like Airbnb out of the customer relationship, but he said that chatbots have proven to be good at lead generation.

Airbnb 首席执行官还计划通过该平台实现智能体之间的交互。他解释说,平台内可能会发生一些交互,也可能与其他应用的智能体发生交互。他的观点是,除非企业达成商业协议,否则应用往往无法实现互操作。而智能体则像是“有脸的应用”,当它们相互交流时,所有应用都可以实现互操作。

The Airbnb CEO is also planning for agent-to-agent interactions through the platform. He explained there might be some interactions within the platform and some with agents of other apps. His thesis is that apps have not always been interoperable unless companies struck a business deal. On the other hand, agents are like “apps with faces,” and when they talk to each other, all apps can become interoperable.

切斯基指出:“我认为Airbnb应用未来有一天会成为一个智能体,你知道的,基本上探索标签页里会有一个智能体,我们的客服会有一个智能体,我们正在另一个服务领域开发另一个智能体。可能最终会出现一个宏观的Airbnb智能体。而且它可能会通过MCP(一种允许AI智能体与其他软件连接的标准)与其它智能体实现互操作。”

“I think of the Airbnb app as one day becoming an agent, you know, where basically the explore tab has an agent, our customer service has an agent, we’re developing another agent in another service area. Probably eventually there’s going to be a macro Airbnb agent. And that will probably be interoperable with MCP [a standard that lets AI agents connect with other software] to other agents,” Chesky noted.

切斯基认为,更大的问题在于该行业缺乏一个专为人工智能打造的真正的操作系统。目前,人们正在为iOS、macos和Windows构建AI应用程序,这些并不是“AI操作系统”。他认为,在理想情况下,人工智能应该能够在内核层——操作系统的核心——运行,并且像智能体这样的所有组件都应该能够相互交互。他说,目前的竞争是要成为“四分位卫”(即核心),也就是用户处理所有事情时都要通过的首要AI智能体。

Chesky argues the bigger problem is that the industry lacks a true operating system built for AI. Right now people are building AI apps for iOS, macOS, and Windows that are not “AI operating systems.”He thinks that in an ideal world, AI would be operable at the kernel level — the core of an operating system — and all components like agents would interact with each other. Right now, he said, the race is to be the “quarterback,” or primary AI agent that users go through for everything.

切斯基继续说道:“这种试图成为首要智能体的模式的问题在于,没有人开发出完整的人工智能操作系统软件开发工具包。我举个例子。去年年初,ChatGPT尝试做他们自己的小型应用商店。我当时对萨姆(奥尔特曼)说:如果你想成为像iPhone那样的应用商店,你需要拥有像App Store那样的软件开发工具包和操作系统。否则,我们的任何功能都不会存在。当然,那并没有起到很好的效果。”

“The problem with that model [of trying to become primary agent] is no one is developing a full operating system software developer kit. I’ll give you an example,” he continued. “ChatGPT, at the beginning of last year, tried to do their little app store. And I told Sam [Altman]: If you want to be an app store like the iPhone, you need to have a software developer kit and an operating system like the App Store. Otherwise, none of our functionality is going to exist. And of course, it didn’t work very well,” Chesky said.

“我曾在 Muse 和 Instinct 这两款应用上使用过 Airbnb 的相关服务,但效果并不好,”他继续说道,“其实就连酒店的服务也不怎么样,而 Airbnb 的服务就更差了。这说明我们还没有真正掌握消费级人工智能(consumer AI)的相关技术。要想真正突破消费级人工智能的瓶颈,我们必须从更基础的部分入手:所有应用程序都应当具备‘智能代理’的功能(即能够自主处理用户请求的能力);这些应用程序之间必须能够实现互操作;同时,它们的用户界面也必须更加友好、更加易于使用。”

“I’ve used Airbnb on Muse and Instinct,” he went on. “And it doesn’t work very well. I mean, even hotels don’t work that well, but Airbnbs work even worse. So I don’t think we’ve cracked consumer AI. And for consumer AI to be cracked, we have to crack at a lower substrate, and we need to make the agents- apps; all apps need to become agents; all must be interoperable; and all must have much richer user interfaces.”

Chesky 认为硅谷存在两个常见的误解:第一,人们认为传统的用户界面(如按钮、菜单等)将会逐渐消失,人们只会通过语音或文字来与设备交互;第二,人们认为软件会完全具备自动生成内容的能力。他认为,设计师能够比普通用户更好地指导软件的开发过程(即设计师能够为软件提供更精确的输入或指令)。

Chesky thinks that there are two misconceptions in Silicon Valley: first, that the interface is going away and people will just talk and type; second, that software will be completely generative. His argument is that a designer can prompt better software than a consumer can.

他还指出,只要 iPhone 仍然占据主导地位,苹果和谷歌仍控制着主要的软件平台,应用程序很可能会继续成为人们日常使用的主要工具。

He also thinks that as long as the iPhone remains dominant and Apple and Google control the major platforms, apps will likely remain a central fixture.

“真正实现从传统应用程序向‘智能代理’的转变,其实取决于苹果、谷歌或其他公司是否愿意为我们构建新的平台,”他说,“否则,我们看到的仍将只是那些内部包含‘智能代理’的应用程序,而不是那些能够与其他智能代理互操作的、真正强大的应用程序。”

“It’s really up to Apple or Google, or somebody, to build a new platform for us to really make the true shift from apps to agents. Otherwise, we’re going to have apps that have agents inside them, rather than the whole app being a robust agent that’s interoperable with other agents,” he said.

在结束对话之前,我询问了 Chesky 关于语音技术的看法。随着 Wispr Flow、Willow 等新一代笔记应用的出现,以及人工智能工具中内置的语音识别功能,人们与设备的交互方式正在发生变化——越来越多的人选择通过语音与设备进行交流。他认为,未来人们与计算机的交流方式将更多地依赖语音。对于 Airbnb 来说,语音技术将在搜索和客户服务方面发挥关键作用;该公司计划在今年秋季推出语音助手功能,以帮助用户更便捷地使用其服务。

Before we wrapped up, I asked Chesky about voice, which is gaining ground as apps like Wispr Flow, Willow, and Superwhisper, a new wave of note-taking apps, and built-in dictation in AI tools get people talking to their devices more. He thinks people will eventually speak to computers more than they type. Voice, he said, will play a key part for Airbnb in search and customer service, and the company plans to roll out voice agents this fall to help users.

Chesky 表示,该公司通过利用人工智能技术显著提升了产品更新的速度。从个人角度来看,人工智能也帮助他更快地获取所需信息,让他摆脱了许多不必要的会议。

The company has been seeing big gains from using AI to ship features faster he volunteered. On a personal level, Chesky said AI has helped him get information faster, freeing him from so many meetings.

“我认为人工智能正在减少沟通的环节(即简化沟通流程)。作为首席执行官,我的职责之一就是获取信息。过去,我获取信息的方式是通过召开会议;但现在,我可以直接向人工智能提问,这样就无需再召开那么多会议了。”他说。

“I think AI is reducing communication layers. One of my jobs as CEO is try to get information. And the way I used to get information was having meetings. Now, I can just ask my AI and I don’t need to have as many,” he said.