Booking.com, every mention

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Verbatim, from the transcripts: the passages where Booking.com comes up

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▶ 50:52 Brad Gerstner I remember in 2001, 2002, Michael, some companies that were early to, for example, Google, they figured out how to gain, you know, like I think a booking.com, right?
▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…

▶ 48:09 Brad Gerstner You know, we have our friend, uh, Glenn Fogle, who runs, who runs booking.com and incredible CEO. 3 times in the scene
▶ 50:23 Bill Gurley There's this acronym people are starting to use MCP that is a way for you to represent your service, like if you were booking.com to a, to a model, um, so that it's not simply scraping your website, which is certainly not the ideal way to…

▶ 1:21:09 Brad Gerstner Memory and actions, and I think that you're going to see ChatGPT imbued with these capabilities, and I imagine the same happens with Gemini, et cetera, and we've seen it, like, we, we in fact did a, uh, one of my partners did a demo using…

▶ 28:56 Bill Gurley It goes all the way to when you start thinking about search and commerce, like, you know, will Booking.com let, you know, Gemini run transactions on it without their permission or knowledge?

▶ 9:06 Brad Gerstner 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.

▶ 8:40 Bob Mylod That's what I did for 10 years before I joined Priceline. 6 times in the scene
▶ 30:59 Brad Gerstner Like, that, that is the appreciation that has driven returns for not only the, the, the employees, but driven returns for all the shareholders of Booking.com.

▶ 7:47 Brad Gerstner And you said, Brad, will you come and talk about booking.com and the case you do at Columbia business school in the old Graham and Dodd class that 4 times in the scene
▶ 38:21 Brad Gerstner Because Apple knows exactly what pixel I'm using on the screen to hit a book button on booking.com or

▶ 49:36 Bill Gurley And instead of giving, of doing it, uh, the, the Google AI is going to say, would you like to hear deals from hotels.com and Expedia and booking.com?

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