Martin Soler

🚀 AI platforms are challenging Booking's dominance. OTAs have mature data, but AI-enhanced conversational search offers better user experience for travel bookings. OTAs may develop AI chat systems or become backend providers, while AIs could evolve into metasearch platforms. Google’s model shows AIs might avoid cancellations and refunds. GDS could supply data if they modernize. AI bots might create a gig economy for personal travel assistants. Despite AI's rise, OTAs still provide risk management in this stable market.

🛈 Agentic AI is reshaping commerce, with Amazon's AI, Rufus, impacting operational systems. Travel, contrasting with $5.99 battery sales, must adapt to AI trends. Marketers in 2026 should balance automation with human strategy, focusing on tasks AI shouldn't handle. Booking.com's AI strategy underscores the need for hybrid AI-human workflows. The balance between automation and human interaction is critical, as shown by debates on automating communication and maintaining the human touch. Automated systems risk becoming spam if human elements are lost.

📰 Google dominates the metasearch sector as Kayak and others lag behind. For hotels, focusing on Google Hotel Ads, rate parity, and retargeting is key. Banks like Capital One could reshape travel transactions through "paymentification," but innovation remains slow. MCP (Model Context Protocol) could revolutionize hotel tech by serving as a data switchboard, enhancing integration and direct revenue streams. LinkedIn's shift away from AI-written content suggests a return to human engagement. The hospitality tech landscape is evolving with new standards and strategies.

💸 Booking dominates the OTA landscape, operating as the leading platform in hotel distribution. Airbnb's volume is less than 10% of Booking's, and HotelTonight ranks lower than Leading Hotels of the World. Hundreds of OTAs exist in various niches, but none match Booking's scale. The data from 10 Minutes Hotel highlights this disparity, and a full list may be released as a download. The potential impact of AI on this domain remains significant yet uncertain.

📈 Google has begun integrating sponsored ads in its AI conversational mode, marking a new monetization phase. SiteMinder reports that over 80% of travelers prefer AI features like price monitoring. Shopify allows purchases directly in ChatGPT with a seamless "Buy" button. Meanwhile, more than two-thirds of hotel chains are reassessing their PMS strategies, with AI gradually enhancing hotel operations through small, incremental updates rather than drastic changes. The importance of adaptable, cloud-native PMS platforms is rising in the industry.