Booking.com Glenn Fogel

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

Booking Holdings CEO Glenn Fogel argues that travel has no lasting moat, so the winner is the company that keeps innovating on product, service, and operations. He discusses Priceline’s agentic AI assistant Penny, Booking’s AI/customer-service gains, heavy reinvestment, large-scale buybacks, and the labor risks and retraining challenges posed by AI.