AI agents compete for travel booking entry points, OTA and suppliers face the choice of feeding or fighting
Meta launched its personal AI agent Muse in the United States on September 8, and Zuckerberg listed travel as one of its main use cases; within about two weeks, the market value of travel aggregation platforms evaporated by about $54 billion, and Booking and Expedia each fell more than 7% over two trading days.
Why recommended:The article sorts out the positioning choices and changes in bargaining power of OTAs, suppliers and distribution channels after AI agents become a new entry point for travel booking.