travel infrastructure
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2026 by Ariel Cohen · across every show →
Everything said about travel infrastructure, oldest first
Feb 7, 2026 bullish
Cohen: Navan's deep travel ticketing plumbing creates an unassailable moat
“An area that I actually think it's almost impossible to disrupt us is the travel side. To create the infrastructure that we've created to bring the content into the platform, the plumbing there, I don't think that people fully understand the plumbing that you …”