Catégorie : Strategy

Airbnb has been a total failure as a public company which is what no one has been willing to say aloud! Its stock is negative over the past 5 years while hoteliers Marriott, Hilton, Hyatt, IHG, Wyndham, and OTAs Expedia and Booking have soared. Only Choice really has struggled more of late in their stock…

Neither vision is right or wrong. Both are real and both are accelerating. Many agencies will lean toward one future or the other, depending on factors such as scale, capital access, talent mix and client needs. But there is also a middle path. A path which is growing in importance and scale. A path that…

Much of the noise in travel tech focuses on short-term moves: funding rounds, launches, partnerships, product tweaks. Some of the stories in this issue look at what’s moving underneath. From AI reshaping how discovery and decisions happen, to new frameworks for growth, to long-cycle shifts like agent-led commerce and the quiet return of reviews as…

This isn’t a cruise ship or a tiny home, this little cubby is a $600 per night room at a Marriott property in Menlo Park. It’s a new concept that epitomizes the marriage of money, design and tech that has no grounding in the user experience. 1. Check-in kiosks. After 7 hrs of air travel…

LLMs are on a collision course with marketplaces. The Verge calls it The DoorDash Problem:So what, exactly, is the DoorDash problem? It’s what happens when an AI interface gets between a service provider, like DoorDash, and you, who might send an AI to go order a sandwich from the internet instead of using apps and…

Hey chart friends, Instead of the usual OneChart edition, I want to start the year a bit differently. With a personal note and one framework visual that took me well over 30 hours to build. But first things first. Most of you follow OneChart for a simple reason:  You prefer data over opinion when trying…