Brett Keller has seen it all at Priceline, including the disruption that takes place when there are platform shifts. He thinks the AI revolution will be true to form.
Travel industry employees, whether they work for Agoda or somewhere else, need to adapt to AI workflows. If they don't they'll be obsolete and looking for new jobs.
Ixigo has done much of the heavy lifting in the domestic market. Outbound travel, though, plays by different rules as it needs global supply and boots on the ground. An overseas acquisition makes for a far more realistic entry point.
MakeMyTrip’s fastest growth isn’t in flights or hotels, but in everything around them. Ancillaries are turning each trip into a bundle, boosting margins, retention, and resilience.
Indian OTAs are moving beyond pure search-and-book engines as they monetize peace of mind. The ones that stand to gain are those that explain risk clearly and give users the choice to offload uncertainty, at least until AI models can reliably handle rare, disruption-driven shocks.
For years people have wondered whether Airbnb's business is doomed as it faces increased regulation around the world. Airbnb has an answer to getting shut out in that manner — hotels, hotels, hotels.