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AI agents can, in theory, book your vacation for you, but that doesn't mean it's happening much yet.

Airbnb CEO Brian Chesky says he's not worried about AI agents like Meta's Muse or Instinct AI taking traffic, citing a low number of agent bookings so far.

"We're not seeing a lot of traffic, and even fewer bookings, from Muse and Instinct yet," Chesky said on Airbnb's third quarter earnings call Thursday.

Of the nearly half a million Airbnb bookings each day, a "very non-material" number are coming from Muse or Instinct, the CEO said. He added that traffic from agents peaked in early October and had not increased since.

"My general philosophy on agents are, I'm generally excited about them. I don't see them as a threat," Chesky said. "I see them kind of like Google, as an opportunity for more people to discover Airbnb. I think they'll be great handoff to us."

Airbnb beat Wall Street estimates and reported a 19% year-over-year increase in revenue for the quarter.…