Hi there,
I interviewed Dara Khosrowshahi at Skift Global Forum a few weeks ago, and I’ve been stuck on the same set of questions ever since.
What if the hotel booking itself doesn’t need to make money - because the company making it monetizes the customer somewhere else?
What changes when a company like Uber doesn’t have to pay Google to acquire the customer in the first place?
As AI starts mediating discovery and booking, who actually owns the customer relationship?
And if the traveler starts with Uber, a credit card, or an AI agent, what does “direct booking” even mean anymore?
None of these is really a distribution question anymore. Distribution is just one piece now - discovery, payments, loyalty, and the customer relationship sit on top of it, and the real fight is over which layer is worth controlling.
That’s the whole reason we’re running this as a Commerce Summit. It’s November 11 in NYC, and I’d like you in the room: https://live.skift.com/skift-travel-commerce-summit/
See you there.
Rafat
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