unique, controlled supply of (perishable) assets paired w/ flow-style demand is a very, very valuable thing.
there is 200B+ of room night flow moved across north america. retail electricity is $500B+
the best are recognizing this and placing their bets.
How fucked you are in an agent-disintermediating world completely depends on how much control you have over supply. To answer your question- you may not have a choice on whether you allow bots
Expedia can block agents, but it doesn’t control the hotel inventory. If Expedia stops letting agents book, they’ll go through Booking, Google, or direct.
Resy has more leverage via exclusives, but if agents become a major source of diners, restaurants will want to be bookable via agents and reservation systems that support agents will win supply / someone will come along with a cheap direct booking sell… AI can disintermediate discovery/customer ownership, but Resy can survive as the restaurant’s reservation infrastructure…. But that is a much smaller rent pool unless the inventory/network remains differentiated.
Uber is much harder to disintermediate. It actually controls a valuable network of drivers, dispatch, pricing, and payments.
“why would they allow agents?” Is basically if they can’t afford not to
After an AI agent takes over your consumer interface, how much economically essential stuff are you doing that only you can provide?
For Expedia it seems tough to me.
@amadeus4dev do you have any developer advocates at TTE London today at your booth? Love this initiative and would be great to speak with a SME about best ways to utilize your dev tools / API’s 😀
@jonlovett@jonfavs Trying to do my part for democracy and report bugs in #VoteSaveAmerica like twitter is JIRA.
https://t.co/nGzOvxsXQI
Hope this helps to get it fixed.Thanks for all you and the PSA gang do. Pundit included. It is both sorely needed and very much appreciated.
@travolution @BlockxLabs Very excited for this! Going to be a terrific day of learning and insights for travel x tech folk of all stripes. Presenters included :)
Had a great time at the @EyeforTravel summit last week for @BlockxLabs with some of the brightest minds around in travel x tech.
Special shout-out to @amperity and @windingtree teams, plus my guy @pedro_r_a for saving me from being 'The Blockchain Guy' https://t.co/g20hRaUlZR
@cburniske 2/ From a $$ upside/use case POV, Mysterium. Decentralized VPNs=huge new need (look @ AAPL/China). The Cypherpunk answer to State Censorship
@cburniske 1/ Two jump out. Juan + Protocol w/ Filecoin & IFPS are changing the game. They are going right after AMZN, S3, King Bezos & the computing 👑