Articles tagged “connecting the dots”

Travel companies have built a banking-like float system around consumer prepayments, without banking-like protections, and the scale is now too large to ignore.

The travel industry has spent two decades assuming frictionless is the goal, and the AI era is about to show which friction was load-bearing.

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.​​​​​​​​​​​​​​​​

Every airline on earth is redesigning the front of the plane. The demographic math behind those seats is shifting faster than the capex cycle.

The best airlines in America are also the most personality-dependent. The premium era is flattering both boards into thinking succession is a problem for later. It isn’t.

The travel industry celebrates loyalty member counts the way it celebrates sustainability commitments: loudly, frequently, and with very little evidence the numbers have changed anything.

The post-Covid boom hid deep performance gaps across travel. Now it's fading, and those gaps are exactly what activist hedge funds exploit best.

Two startups from two different worlds are quietly rewriting the rules of who controls the travel transaction, with fascinating implications.

The demand story has become messier, and OTAs might just be good at capturing the demand that exists.

Travel's share of consumer wallets shows spending has returned to normal. The binge is over.