Glenn Fogel, CEO of Booking Holdings, shares insights on building a $170 billion travel empire, drawing from his finance and tech background. He discusses the resilience of the travel industry through past crises like 9/11, the evolution of pricing models, and the strategic acquisitions of brands like Booking.com. Fogel emphasizes AI’s transformative role in enhancing customer experience and operational efficiency, while navigating the challenges of mergers and acquisitions in a complex regulatory landscape. He also reflects on post-pandemic travel trends and the balance between leisure and business travel.

Glenn Fogel, CEO of Booking Holdings, shares insights on the travel industry, managing brands like Booking.com and Kayak. He discusses the competitive landscape with hotels and airlines, stressing the importance of adapting to consumer demands. Fogel dives into how AI is reshaping customer service, emphasizing the balance between innovation and personal touch. He also addresses the challenges posed by European regulations on competition with giants like Google, painting a vivid picture of the industry's complex dynamics.

Glenn Fogel, CEO of Booking Holdings, joins Jason to discuss travel industry trends, healthy M&A environments, job disruption due to AI, and more! They explore shifts in the travel industry, the rise of Airbnb, impact of alternative accommodations, AI's influence on user interfaces, competition in travel, and trends in travel over the past 20 years.

Glenn Fogel, the CEO of Booking Holdings and a veteran in the travel industry, shares insights into the company's impressive third-quarter performance and financial outlook. He discusses the surge in U.S. travel demand and strategic moves to boost market share. Fogel also navigates the post-pandemic landscape, exploring evolving consumer habits and the role of AI in trip planning. He sheds light on global market dynamics, particularly China's recovery efforts, showcasing the resilience of international travel amidst ongoing challenges.

Glenn Fogel, CEO of Booking Holdings, discusses the surge in consumer demand for travel, highlighting the resilience of the industry. Jeremy Siegel, finance expert from Wharton, dives into market dynamics resulting from disappointing tech earnings, emphasizing the tech sector's volatility. They also explore Comcast's potential spin-off of its cable business and the challenges faced by pandemic darlings like Robinhood and Peloton. The conversation reveals the influential role of AI investments and the shifting landscape of the media and travel industries.