Thomas Reiner, Partner @ Altimeter
Meta's Muse agent is reshaping online travel distribution by removing search friction, but the real question is whether OTAs lose the traveler entry point (distribution shock) or lose their entire margin pool as hotels capture direct bookings (supply shock). Current market panic may be pricing scenario C-1 while actual adoption remains under 1% of bookings.
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Topics: Hospitality & Travel · AI (Horizontal)
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