Whether or not travelers trust AI would almost be irrelevant to OTAs if the LLMs don't trust them enough to surface their inventory for discovery. The contest is on behind-the-scenes battle to become the LLMs' OTA fave.
Apple is turning Wallet from a place to store hotel keys into a live trip surface. Disney shows how far that could go when a pass starts carrying more of the trip.
Given Skyscanner's leading global footprint in flights, it isn't hard to envision an LLM extracting it from Trip.com Group to accelerate building a travel vertical.
Connectivity has become a foundational layer of the travel experience. As the smartphone becomes the control point for travel, reliable connection is becoming less about convenience and more about trust.
Is Brian Chesky development of a new AI Lab outside of Airbnb an acknowledgement that building AI capabilities within Airbnb hasn't been up to par? Or are some tech developments like AI too large to sit out without having more skin in the game?
Travel search was built around a useful limit: people eventually stop looking. AI agents don’t. That turns comparison shopping into a cost problem for airlines, intermediaries, metasearch, and hotels trying to keep control of demand.