Glenn Fogel, CEO de Booking: ecos entre la IA y el boom de las puntocom

Key Points

• Booking Holdings CEO Glenn Fogel likens the rise of generative AI to the early days of the internet, noting both excitement and risk.
• Booking is already realizing tangible business benefits from AI through partnerships with major tech companies, despite concerns about high costs and uncertain returns.
• Fogel emphasizes a collaborative approach to AI and highlights agentic AI as key to reducing travel friction and driving the company's 'connected trip' strategy.

Summary

Booking Holdings CEO Glenn Fogel, drawing on his experience from the dot-com era, sees strong parallels between the current surge in AI innovation and the internet boom of the late 1990s. He believes AI is already delivering measurable benefits for Booking Holdings through strategic partnerships with leading tech companies, though he acknowledges the risks of high valuations and significant capital expenditures. Fogel stresses the value of collaboration in AI development and points to agentic AI as central to Booking's ongoing efforts to streamline the travel experience and advance its connected trip vision.