AI

The Agentic AI Adoption Matrix: Consumer & Travel

Exploring adoption challenges for Agentic AI through the lens of trust vs technical difficulty with a deep dive into travel.

Sep 9 •

How Hotels Can Thrive in an Agentic AI World: From SEO to MCP

AI assistants are reshaping how travelers discover and book hotels. Hotels can reclaim visibility, bookings, and guest ownership with AI-readable data…

Aug 26 •

AI Agents and the Future of Grocery Delivery

App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.

Aug 22 •

Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions…

Jul 14 •

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.

Jun 17 •

The State of Rideshare and Autonomous Vehicles

2025 is looking peak disruption for the human-centric rideshare model in the US with launches from Uber, Tesla, Waymo, Lyft, Mobileye, and Zoox.

Feb 13 •

Enterprise Software AI Pricing Power & Strategy

Every enterprise software company is coming out with AI tools and agents with a variety of pricing strategies. What is sustainable? What can capture…

Oct 25, 2024 •

ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?

After a history of false starts with Tellme, Alexa, and Siri, will ChatGPT Advanced Voice Mode unlock the holy grail: booking a flight?

Oct 3, 2024 •

Tesla Robotaxi: Impact on Rideshare Model

Tesla has made huge strides in Autonomous Vehicle technology and the CyberCab is coming, is it a threat or opportunity for Uber and Lyft?

May 30, 2024 •

Excerpts from BG² Conversation with Dara Khosrowshahi

Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.

Jan 16, 2024 •

Impact of AI/LLMs on Travel Distribution

Will AI and LLMs disrupt travel distribution? Can OTAs and the GDS like Sabre survive the coming onslaught or will some of them emerge as dominant…

Jun 11, 2023 •

How Platforms are Integrating AI

Early product innovations leveraging AI/LLMs at Discord, Roblox, Unity, and Instacart among others give early insights into what may be prominent…

Mar 26, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts