The great AI upskilling of the travel workforce has begun, but even among the industry’s largest companies, the gap between who is preparing their employees for AI and who is just cutting with it is widening fast.
The math suggests Uber will subsidize hotel booking at a net loss for a subscription fee. Expedia's B2B business growing five times faster than its consumer business tells you who this deal is really for.
A quiet power shift is underway in global travel and most of the industry hasn’t caught up. The next decade is being shaped not in the West, but along a new corridor linking the Gulf, India, and Southeast Asia.
The travel industry's instinct to declare victory regardless of what the numbers say is not just outdated, it is the reason policymakers don't take the sector seriously.
The AI strategy divergence among OTAs is no longer theoretical, with the approaches being which layer of the AI stack each one believes is worth owning.