Agentic AI bypassing booking sites may reduce value of online travel companies; timing is early but direction is negative.
Bearish
“'Big Short' Investor Explains How the AI Bubble Will Burst”
New MoneyPublished Oct 2 · 1 passage
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you know I go to I go on the bookings website and I book a trip so now I don't go on the bookings website. I my agentic AI finds just the best deal. So that kind of makes the the travel online companies worth less.
I think it's a little early, but I think that's a possibility.
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2026-10-02BearishThis one
you know I go to I go on the bookings website and I book a trip so now I don't go on the bookings website. I my agentic AI finds just the best deal.