What the podcasts are saying about
BKNG
In-depth coverage
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Episodes
Latest attributed ideas · most recent first
17 JULTHE ACQUIRERS PODCAST · 02:15
4 JULTHE TWENTY MINUTE VC · 05:15
4 JULEXCESS RETURNS · 05:30
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:30
Booking's backend relationships protect against AI disintermediation
“The bull case for Booking Holdings suggests that its specialized relationships and deep inventory database make it an indispensable backend partner for LLMs, protecting it from being bypassed by AI travel assistants.”
In depth · 4/5Verify in source →
4 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:57
LLM disintermediation risk discounts Booking.com
“The bullish case for Booking.com argues that its current valuation discount compensates for the risk of LLM-driven disintermediation, supported by its resilient European independent hotel network and historical survival against Google.”
In depth · 4/5Verify in source →
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