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AI Direct Hotel Booking: How CRS and PMS Vendors Become the New Gatekeepers
A breakdown of CRS, PMS, and Booking Engine vendors through the lens of AI agents and MCP-era distribution.
Dec 8
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Thomas Reiner
10
4
1
Navan S-1 & TMC Industry Deep Dive | A Modern AI-Powered Travel Management Company
Navan’s S‑1 shows a TMC built like software: a single platform where AI, direct content, and payments converge to pull unmanaged spend on‑platform (and…
Sep 28
•
Thomas Reiner
9
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
•
Thomas Reiner
14
2
2
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
•
Thomas Reiner
19
1
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
•
Thomas Reiner
15
1
2
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
•
Thomas Reiner
17
2
2
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
•
Thomas Reiner
25
6
5
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
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Thomas Reiner
13
2
2
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
•
Thomas Reiner
12
4
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
•
Thomas Reiner
15
1
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
•
Thomas Reiner
9
1
1
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
•
Thomas Reiner
8
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