We sometimes think of independent hotels as relatively powerless given the strength of the OTAs and the big hotel chains. Will agentic AI turn the tables?
Agentic AI will likely access APIs to compare pricing. But those queries would have severe limitations and will ultimately require more rigorous solutions to ensure a deal is really a deal.
Expedia's B2B division is growing nearly five times faster than its consumer brands. That gap buys time for the Vrbo and Hotels.com turnaround — but 2026 will test whether efficiency gains can translate into sustained momentum.
In an era when speed to market is a given, Chesky is arguing that nice and easy does it will win the day. It would be better to say, "We are behind in our AI development, but we are confident that we will get to where we need to be."
Artificial intelligence isn’t charging hotels commissions yet. But lawyers at Marriott and Hilton are already preparing for a world where AI platforms could become the next powerful gatekeepers in travel distribution.