Sector coverage

AI in Travel

What the AI hype cycle actually means for travel: chat-native booking, ops automation in airlines and hotels, dynamic pricing, and where incumbents still have moat.

Photograph: Unsplash

14x

YoY growth in AI-mediated supplier API calls

Source: Concourse Intelligence estimate

$1.2B

Booking.com AI infrastructure spend, 2024–2025

Source: Company filings

<2%

Direct AI-mediated bookings share — today

Source: Concourse Intelligence

Coverage

Recent writing on AI in Travel.

AI in Travel·Jun 4, 2026

AI agents and the end of the search box

Conversational booking is not killing the OTA — but Booking Holdings, Expedia, and Trip.com are quietly rebuilding around it. The next 18 months are a land grab on intent, not a UX project.

4 min read

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