Booking.com

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 23, 2020 by Sarah Tavel · said 42 times in 20 episodes since 2015 · across every show →

Mentions by year

brought up most by Johannes Reck (5), Brad Gerstner (5), Avi Meir (4), Thomas Jones (3), Sarah Tavel (3), Pete Flint (3), Harry Stebbings (3), Alex Schultz (3)

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2026 3 mentions in 2 episodes 2 per episode
2025 8 mentions in 2 episodes 4 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 8 mentions in 3 episodes 3 per episode
2020 6 mentions in 2 episodes 3 per episode
2019 4 mentions in 2 episodes 2 per episode
2018 4 mentions in 2 episodes 2 per episode
2016 1 mention in 1 episode
2015 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Booking.com, oldest first

Nov 23, 2020 positive
Assertion Supported
Tavel: Booking.com leapfrogged Expedia by offering lower take rates to small hotels
“Booking.com came in with a different structure to their marketplace and that let them have a far lower take than the incumbents at the time, which let them bring on small hotels. Which couldn't afford the higher take rate of the other marketplaces that were ar…”
Sarah Tavel Nov 23, 2020 ▶ 17:13 20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
Jun 23, 2025 negative
What-if
Brent Hoberman regrets passing on acquiring Booking.com at the seed stage
“I made one pivotal mistake at last minute.com. I had the opportunity to buy booking.com at the time as a seed stage company. I still regret that to the present day.”
Johannes Reck Jun 23, 2025 ▶ 12:58 GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
Jun 23, 2025
Assertion Supported
Former Booking.com CEO Kees Koolen invested $1M in GetYourGuide
“I'm going to come on board. Like I'm joining a board of directors and I'm going to personally invest a million bucks in the company.”
Johannes Reck Jun 23, 2025 ▶ 22:34 GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
Jun 8, 2026 bullish
Prediction Not checkable as stated
Chernin: Enterprise AI adoption will explode once evaluation cold-start issues resolve
“And I think we'll see a lot of explosive growth in enterprises, in the digital, including like in the cloud companies, in the cloud native companies like Revolut, Shopify, Prosus. Booking.com. When they solve this cold start problem, they build the system, how…”
Roman Chernin Jun 8, 2026 ▶ 45:19 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
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