Hotels vs. Online Travel Companies: Who Owns the Customer in the AI Era?
Photo Credit: (From left) Kayak's Matthias Keller, Cloudbeds' Adam Harris and Skift's Seth Borko at Skift's Data + AI Summit in New York City June 4, 2025. Skift
Skift Take
There's been a battle between online travel companies and hotels for decades. There will be no truce in the age of AI.
Who owns the customer in the generative AI era: Search companies like Kayak or hotels? In other words, where is the travelers' loyalty and who controls their contact information and payments? That's been a battle between online travel companies and hotels for decades.
Cloudbeds CEO Adam Harris described the status as "coopetition" at Skift's recent Data + AI Summit. He said hotels would be "pumping their hands up and down" if Google and the largest ad spenders in travel – namely Booking, Expedia and Airbnb – "all disappeared overnight."
The challenge for hotels in the generative AI era is th