Pawel Gawor

🚀 Booking.com's stock is experiencing a rapid decline, possibly due to the rise of AI in travel. The traditional OTA model (Guest → Google → OTA → Hotel) faces disruption as AI enables direct bookings and personalized, frictionless travel plans. Booking.com retains key advantages, including global inventory and payment systems, making it a potential infrastructure provider for AI agents. Operators should focus on direct bookings and data ownership to adapt. AI will reshape the travel industry, impacting margins and transparency.