Booking
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 18, 2024 by Chamath Palihapitiya · across every show →
Everything said about Booking, oldest first
Oct 18, 2024 bearish
Chamath: Online travel agencies are fragile UIs on third-party data
“And I cannot think of a more fragile business model than the UI layer on top of widely available data. So the problem that Expedia has is the same that Booking and a bunch of these other folks have, which is that the principal heartbeat of the company, flight …”