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Indrek Peenmaa's avatar

The future of AI agents in travel is an interesting topic. Particularly when it comes to where jobs will be created (if any) and how the boundaries of companies will shift.

My experience is from tours and activities. One hypothesis here is that we’ll see increased automation through AI agents, but the roles and structure of the value chain will remain largely the same.

There will still be:

• Tour operators (with core competence in product creation)

• Res tech providers (specializing in building technology)

• Marketplaces (focusing on distribution)

An alternative view is that some players will try to become full-stack, using automation and AI to control everything between the guide and the group.

Examples include GYG Originals (push to product) GYG Ticketing (to res tech) and Bokun’s attempt to connect tour operators to resell each other’s inventory (push to distribution)

However, these efforts typically struggle from a lack of focus and capabilities.

Will this change in the future? Would

be interesting to see.

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Martin Soler's avatar

Interesting. So many thoughts :-)

AI booking/shopping vs brand. IMO the ones who have the most to loose here are OTAs. The inventory will still be needed. If anything it might increase the volume since it becomes a lot easier to book. I wrote about it a while ago: https://martinsoler.substack.com/i/152284601/zero-click-search-will-change-metrics-will-it-change-conversions

Yes, agents can book without APIs - but they're not good at it and the risk is too high. This is exactly where OTAs will most likely be the plumbing for AI bookings. But they'll loose a lot of value (see above).

As usual, thanks for a great newsletter.

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