Airbnb's Chesky is nothing if not ambitious. Given that people's preferences can change at any moment, the ability to serve customers with only a hotel or home, depending what they need in that instant, seems a long way off, even with agentic AI.
IHG is changing how guests search on its own channels. The bigger question is whether its content infrastructure will make it show up when they search everywhere else.
The traditional destination growth model, built on attracting first-time visitors might become unsustainable with rising acquisition costs, shifting traveler behavior, and growing competition. Destinations must work on strategies to be chosen again.
Khosrowshahi said there's the usual tension with partners about Uber's travel ambitions, and he obliquely cited Expedia's shortcomings post-booking. If Uber gains traction in travel, you can expect Khosrowshahi to one day step away from the Expedia board, and all of those conflicts to get exacerbated.
Whitbread blinked. Facing an activist investor and a widening gap between its market value and its property assets, Premier Inn's owner has opted for a sweeping reset.