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Apr 26, 2026

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

Partner Interview
Booking Holdings•US•Large CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 24, 2026

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

Partner Interview
Booking Holdings•US•Large CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 2, 2026

Toast Inc: Customer Success Strategy & Account Management Structure

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IP Interview
Toast•US•Large CapPARBlockOpenTableBooking HoldingsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer Discretionary
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IP References
Feb 26, 2026

Brian Chesky & Airbnb Decision Making

IP Reference Checks
Management CheckAirbnb•US•Large CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Oct 19, 2025

Booking Holdings: OTA Model & Agentic AI

Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Partner Interview
HBX Group International Plc•GB•Small CapExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Sep 18, 2025

Ryanair: OTA Partnership Dynamics

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IP Interview
Ryanair•IEWizz AireasyjetBooking HoldingsAmadeus ITKiwi Technology Inc.Scale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryInformation Technology
Sep 3, 2025

Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage

Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
May 12, 2025

Ryanair, Wizz Air & Ultra-Low-Cost Carriers: Power Dynamics vs Online Travel Agencies

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IP Interview
RyanaireasyjetWizz AirBooking HoldingslastminutecomeDreams ODIGEORyanaireasyjetWizz AirBooking HoldingslastminutecomeDreams ODIGEOScale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
Sep 12, 2024

Airbnb: Org Structure, Culture, & Growth Challenges

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IP Interview
Airbnb•US•Large CapBooking HoldingsExpediaTripAdvisorGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
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IP Research Analysis
Apr 11, 2022

Airbnb's TAM

In Practise Weekly Analysis
Airbnb•US•Large CapExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
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IP Research Analysis
May 3, 2021

Restaurant vs Hotel Distribution & FDM Group

In Practise Weekly Analysis
FDM•GB•Small CapDominos PizzaGoogleBooking HoldingsProcess PowerBrand EquityNetwork EffectsFranchisorsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesInformation Technology
Sep 1, 2020

Airbnb vs HomeAway: Inventory Quality

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IP Interview
Airbnb•US•Large CapVacasaExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 13, 2020

KAYAK: History and Future of Travel Search

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IP Interview
Booking Holdings•US•Large CapGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Jun 15, 2020

Sabre, Travelocity & the Future of Travel Distribution

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IP Interview
Sabre•US•Large CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
May 17, 2020

Airbnb: Scaling the Supply Side

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IP Interview
Airbnb•US•Large CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary

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