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▶ 33:07 · $BKNG · Booking CEO calls EU gatekeeper designation absurd but commits to compliance

episode shorts · 3

How AI Is Simplifying Travel at Booking Holdings

The Internet's Riskiest Travel Product

The Human Cost of AI

now playing · $BKNG

$BKNG···bullish· highglenn fogel

Booking CEO outlines AI-driven connected trip vision and merchant model transition

Booking is transitioning to merchant model to capture payments flow and FX revenue, while building AI-powered 'connected trip' to solve complex travel planning end-to-end, creatin…

$ETRAVELIneutral· highglenn fogel

Booking CEO says EU blocked Etraveli acquisition on novel ecosystem theory

EU Commission blocked Booking's acquisition of Etraveli using a novel 'ecosystem' theory claiming it would entrench hotel dominance, despite Booking having negligible European air…

$BKNG···neutral· highglenn fogel

Booking CEO calls EU gatekeeper designation absurd but commits to compliance

Fogel strongly argues Booking's designation as one of seven DMA gatekeepers alongside Google, Meta, Amazon is absurd given its 15% European hotel share and negligible air business…

$HARVEYbearish· mediumglenn fogel

Booking CEO cites Harvey as example of AI displacing legal professionals

Fogel references Harvey (AI legal software) as a concrete example of AI reducing demand for lawyers and paralegals, illustrating broader white-collar displacement risk.

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