Sector deep dive
AI in Travel — Where the ROI Actually Lands
A field study of where AI is producing measurable margin, where it's noise, and what suppliers and platforms should actually invest in next.
May 10, 2026·52 pages·Subscriber access
Abstract
Based on conversations with more than 80 senior operators across airlines, hotels, OTAs, and travel fintechs. We map the AI investment landscape into a 2x2 of measurable margin × strategic defensibility, and recommend a target operating model.
Authors
Marcus Chen
Partner, AI & Emerging Platforms
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