Platform Aeronaut

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Travel & Leisure

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…
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Thomas Reiner
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.
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Thomas Reiner
1
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…
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Thomas Reiner
Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms
Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB
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Thomas Reiner
3
Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?
The newly relaunched Airbnb Experiences business is super exciting, but is it a new S-curve for the business or doomed to flop like the original…
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Thomas Reiner
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?
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Thomas Reiner
1
Is the Consumer Weak or Not? Anecdotes from Companies
Color from Uber, Lyft, Doordash, the airlines, and other leisure names on consumer health
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Thomas Reiner
Travel & Leisure Q4 Earnings Quotes
Interesting quotes and anecdotes from Q4 2023 travel and leisure company earnings calls. Consumer demand is still healthy but we've definitely…
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Thomas Reiner
Airline Loyalty Program Economics & Enterprise Value
Post-covid the ballpark valuation of airline loyalty programs now composes a majority of the Enterprise Value for the big US carriers.
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Thomas Reiner
Travel & Leisure Q3 Earnings Quotes
Interesting quotes and anecdotes from Q3 2023 travel and leisure company earnings calls. Lots of interesting commentary on volatility and the impact…
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Thomas Reiner
1
Travel Demand Reaction to War & Terrorism
In the wake of the terror attacks and subsequent war in Israel and Gaza this is a deep dive on the impact to travel demand as well as historical…
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Thomas Reiner
JSX: Challenger or Regulatory Ambiguity?
JetsuiteX (JSX) has been the subject of heightened scrutiny over whether they're a true challenger to the traditional airline model or just exploiting…
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Thomas Reiner
© 2025 Thomas Reiner
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