Travel brands like Ixigo know that they have maximized the reach within their own audience. Partnerships are now the fastest way to plug into new customers.
Adding vacation rentals to Expedia Group's B2B partner network is progress, but it's amazing that it took so long when you consider how mainstream these properties have become.
If online travel agencies want to go to where people are booking travel, they are going to have to make the B2B game an integral part of their businesses. Otherwise, they'll be handing those potential customers to competitors.
Booking thinks its future agentic AI experience would be able to out-personalize the ChatGPTs and Geminis. Maybe that's so. But the LLMs will have a helluva lot of customer data, as well.
Airbnb's Brian Chesky said the emergence of native AI apps — there currently aren't any in travel — changes the ballgame, and the company can consider entering new businesses that it previously thought were off limits.
At an infinitesimal fraction of the scale, an Inspirato-Buyerlink reverse merger, with both entities controlled and operated by Payam Zamani, would be something akin to Musk's Tesla going out and making a deal to acquire his AI startup xAI. Neither would be a good look.
The judge's order in the Google antitrust case was a huge letdown for travel businesses that have tried to force changes to the way Google displays travel search results.