Booking.com

“We have not done any special campaign with booking.”

“So we track the performance of every single listing on Airbnb, Vrbo, booking.com around the world.”

“That's where it might make sense to be on booking.com because they're the platform of choice for Europeans. And if you're in, in Boston or in LA and you have a lot of international travelers coming in, that's where they're going to be looking to book and you w…”

“Now we have machine translations. All those jobs are gone. There's nobody doing that. That's, all those jobs disappear.”

“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…”

“If you invested a dollar in Booking.com and a dollar in Google 20 years ago, you made much more money as a Booking.com shareholder, and I think people don't appreciate that fact.”

“Telling you these videos very soon are going to start popping up on search instead of that article you were reading from, you know, maybe booking.com.”

“The ultimate solution is going to be an agent that can sit above it all, and can kind of scour the internet and scour all the booking services and then surface the results, which may be a mix and match of all of them for you based on your tastes.”

“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.”

“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.”

“Booking Holdings... Is a hundred and seventy billion dollar company, and what's interesting is that 10 years ago, it was a ten billion dollar company, which sold flights, hotels, and cars. Like, 10 years later, it still sells flights, hotels, and cars. It's a …”

“Assign them like very high salary, like just would imagine like very big amounts just compared to the finding the raised and just, yeah, let's spend this money. And feels like the, like most of them lost motivation. And yeah, I know that one, the setups failed…”

“I would think about like, are we an apple? Like, are we apple? Are we a premium? Product that generates a premium price point. And that means we can't ever launch anything half ass. It has to be perfect. It has to be high end. And it's just going to take the t…”

“Even so, is that business large enough to make you competitive with bookings.com? Like, I don't think so.”

“And Apple is being paid twenty billion dollars a year not to do anything else here. So they're being paid twenty billion dollars a year not to say this is a hotel's query, maybe we'll send you straight to booking.com. They're being paid twenty billion dollars …”

“Apple will carry on treating Google as the default general search engine. They'll just peel more stuff out into their own foundation model or into chat TPT or into booking.com.”

“So we're not going to throw out all the apps that we currently have like DoorDash and Booking.com, but where your AI will be smart enough to navigate those and then maybe take screenshots and push them to you or things like that.”

“That relationship was so important that there is a certain number of things that the Google ad team built. They built it based on On booking.com feedback.”

“And then at Airbnb this 92% number is You know, the highest failure rate that I've observed. Now I've quoted other sources that, you know, it's not that I worked at groups that were particularly bad booking Google ads, other companies published numbers. There …”

“When I started Expedia, Expedia's take rate was 25%, and Booking's take rate was 15. And over, like, a torturous 13 years, we took Expedia's take rate from 25% to the teens. It was, like, 17, I think, or so when I left.”

“If you look over the last 15 years, if I'm an owner of Booking.com, I was only diluted by about five percent. If I was an owner of Salesforce or Expedia, I was diluted by about 25%.”

“So that's exactly what they're working on now, which is to integrate this product with the leading OTAs. So if you go to an Airbnb or a booking.com or Expedia, you would have that option to book by the R.”

“Booking.com and Expedia between them, I think, in 2019 paid between them about ten billion dollars in search advertising to Google.”

“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…”

“We just closed booking.com, which is a nice, nice customer.”

“And so we work with partners like Airbnb and booking.com Expedia, all those really popular consumer point of sales. And that all feeds directly into our system.”

“Booking.com out of you know, a lot, many thousands of full-time employees, around 70 or 80% of them are in customer support.”