Issue No. 28Week ending Sunday, July 12, 2026620 episodes · 2733 articles
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Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

With Elad Gil, Glenn Fogel · Sunday, July 12, 2026

In this episode, Glenn Fogel, CEO of Booking Holdings, discusses the company's journey from Priceline to a global travel giant and its strategic approach to the AI era. He shares insights on leveraging AI to enhance customer experience, manage capital, and address the societal impact of technological disruption, drawing parallels with past economic booms.

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Key takeaways

  • AI job displacement isn't a future problem; it's a real-time event. Glenn Fogel, CEO of Booking Holdings, saw it firsthand when machine translation entirely replaced human translators at Booking.com. Read more →
  • Booking Holdings, led by CEO Glenn Fogel, isn't just bolting general AI onto its platforms. They're developing highly specialized, agentic AI like Priceline's “Penny” assistant, designed for complex, multi-variable travel planning. Read more →
  • Booking Holdings, under CEO Glenn Fogel, returned a staggering 40% of its outstanding shares to shareholders through buybacks over the past dozen years, a move Fogel considers a point of pride. Read more →
  • The current AI boom eerily echoes the late 90s dot-com bubble, complete with "massive shifts in market cap" and a "planet explosion of new things," warns Booking Holdings CEO Glenn Fogel. Read more →
  • No Moat in Modern Tech: Glenn Fogel, CEO of Booking Holdings, rejects the idea of permanent competitive advantages, stating, "There is no such thing as a moat." Any protection against innovation is temporary. Read more →

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