Dennis Schaal

Are generative AI platforms going to make Booking Holdings irrelevant? That's unlikely. The real issue is to what extent the company's economics may suffer.

The emergence of AI platforms such as Perplexity, ChatGPT and others could see the travel industry redirect a huge chunk of marketing spend away from Google. Although Google has its own entrant, Gemini.

Apart from the weakness of CWT, one of the most interesting things in the UK regulator's report is the rise of CTM and Navan. Even Spotnana and Kayak apparently had some substantial wins.

All of the sudden, the deal is showing some life. If the UK ultimately approves it next month, the acquisition would still have to get past a Department of Justice lawsuit seeking to kill it.

Speaking of partnerships, Airbnb CEO Brian Chesky said: "We don't need to build the future by ourselves." More partnerships would be a big change for Airbnb, if and when they happen.

Let the Super Bowl ad games begin.

Expedia has its hands full getting Hotels.com and Vrbo back on track, and the antitrust environment may not be optimal for acquisitions these days. But if the company comes across a hard-to-resist M&A opportunity, never say never.

Tripadvisor is taking a new look at the businesses in its portfolio, and that has apparently prompted a bunch of executive changes.

The short-term rental market in New York City in 2025 is largely unrecognizable when measured against the short-term rental scene in 2023. Whether that's a good or a bad thing depends on your perspective.

It's another downsizing at Tripadvisor as it gets ready to acquire its controlling shareholder and make some moves.