Booking.com
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 16, 2024 by Brad Gerstner · said 22 times in 8 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (13), Bob Mylod (6), Bill Gurley (3)
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2025 7 mentions in 3 episodes 2 per episode
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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2024 15 mentions in 5 episodes 3 per episode
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Booking.com, oldest first
May 16, 2024 bullish
Gerstner: AI agents will navigate existing apps rather than replace them
“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.”