Booking.com

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

“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.”

“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 …”