Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
No Priors: AI, Machine Learning, Tech, & Startups
Jul 9, 2026
Glenn Fogel, CEO of Booking Holdings, argues that competitive advantages are fleeting and must be defended daily through constant innovation. He emphasizes that AI is a tool to enhance customer service and operational efficiency, rather than a threat to the travel industry, provided companies prioritize upskilling their workforce to navigate the rapid pace of technological change.
Key insight: Booking Holdings has grown from a market cap of a few hundred million dollars in 2000 to over $100 billion today, with Fogel noting that the company has bought back approximately 40% of its outstanding shares over the last dozen years.
