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.
Tripadvisor had a tough first quarter, adversely impacted by cancellations in Mexico, Hawaii, and elsewhere because of the Middle East conflict. Its quest for strategic alternatives has been a multiyear slog.
In addition to other Booking Holdings' brands, Seat Geek is listed as a partner. Users would presumably be able to use conversational AI to get "insider access" and discounted rates from Booking brands and partners.
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.
Google built the AI search surfaces displacing travel’s organic traffic. Now it’s bringing travel advertisers into the system that powers them — and the price is the keyword control paid search has run on for decades.