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Expedia

0 statements across 0 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Mar 3, 2023 by Brad Gerstner · said 34 times in 10 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (16), David Friedberg (11), Brad Gerstner (6), David Sacks (1)

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0362021202220232024episodes it came up in
007.531562021202220232024episodesmentions per episode
2024 21 mentions in 2 episodes 11 per episode
2023 10 mentions in 6 episodes 2 per episode
2021 3 mentions in 2 episodes 2 per episode

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Everything said about Expedia, oldest first

Mar 3, 2023 negative
Assertion Contradicted
Gerstner: Booking.com diluted shareholders 5% over 15 years vs 25% for Salesforce
“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%.”
Brad Gerstner Mar 3, 2023 ▶ 1:09:00 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Jun 10, 2023 bearish
Opinion
Chamath: AI travel plugins lack economic sense and will go to zero
“And all these Expedia examples that are plugins at GPT make no sense. They make no economic sense. Those companies should go to zero.”
Chamath Palihapitiya Jun 10, 2023 ▶ 1:33:25 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Oct 18, 2024 neutral
Assertion Supported
Friedberg: Uber has 150M monthly users compared to Expedia's 50M annual
“Uber has got about a hundred fifty million monthly active users. Expedia has about 45, fifty million customers a year that use the service and pay for stuff.”
David Friedberg Oct 18, 2024 ▶ 32:32 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024 bearish
Insight
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 …”
Chamath Palihapitiya Oct 18, 2024 ▶ 29:38 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024 neutral
Assertion Supported
Friedberg details Expedia's run rate: $8B marketing, $3B EBITDA
“Expedia on an annualized basis is spending about eight billion a year in sales and marketing and about seven hundred twenty million a year In GNA costs. So, and they're running about three billion EBITDA right now.”
David Friedberg Oct 18, 2024 ▶ 32:59 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
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