Episodes

  • AI and the Future of Travel Startup Investment

    AI and the Future of Travel Startup Investment
    Jun 26 2025
    What do travel investors really think about AI, startups, and the future of travel? In this unscripted Ask Me Anything session, three top venture experts answer real questions from the audience – no slides, no pitches, just sharp takes and honest insights. Host Sarah Kopit was joined for this conversation by Cara Whitehill (Vice President, Thayer Investment Partners), Gilad Berenstein (Founder, Brook Bay Capital), and Max Niederhofer (Partner, Heartcore Capital) at Skift Data+AI Summit earlier this month. Connect with Skift LinkedIn: ⁠https://www.linkedin.com/company/skift/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠ Facebook: ⁠https://facebook.com/skiftnews⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ Threads: ⁠https://www.threads.net/@skiftnews⁠ Bluesky: ⁠https://bsky.app/profile/skiftnews.bsky.social⁠ X: ⁠https://twitter.com/skift⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry.
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    26 mins
  • What Travel Startup Investors Are Looking for Now

    What Travel Startup Investors Are Looking for Now
    Jun 19 2025
    Hosts Sarah Kopit and Seth Borko are joined on today's Skift Travel Podcast with Kevin Tsang, Managing Director at Amex Ventures. They discuss the future of travel, the impact of AI, and investment strategies in the travel sector through the lens of venture investment. They explore the role of technology in enhancing travel experiences, the potential of AI startups, and the importance of specialization in a competitive market. The conversation also touches on consumer pain points in aviation and how Amex Ventures evaluates opportunities in this space. Takeaways Amex Ventures focuses on strategic investments in travel and technology. AI is transforming the travel sector and enhancing user experiences. Travel tech must address unique complexities of the travel journey. Food is increasingly integrated into travel planning. Investment strategies balance market trends and company objectives. AI startups need a strong value proposition to secure funding. Vertical AI solutions can create efficiencies in travel. Consumer experience is a priority for travel investments. AI is enabling more efficient manual tasks in startups. MindTrip is an innovative travel planning platform leveraging AI. Investment in Boom Supersonic reflects a future-focused travel vision. Travel venture capital is limited due to broader investment strategies. Global travel startups offer unique innovation opportunities. Partnerships with major players can enhance startup success. Success metrics for startups are evolving towards profitability and market fit. Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry.
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    39 mins
  • Tripadvisor Is Turning 25. Here’s What Its CEO Says About Its Future

    Tripadvisor Is Turning 25. Here’s What Its CEO Says About Its Future
    Jun 12 2025
    Travel review brand Tripadvisor is turning 25. So for today's episode of the Skift Travel Podcast, Sarah Kopit and Seth Borko host Tripadvisor CEO Matt Goldberg. They discuss the evolution of Tripadvisor from its humble beginnings above a pizza shop to becoming a leading travel resource for at least a generation. Goldberg shares insights on the competitive landscape, the role of AI in enhancing user experience, and the importance of consumer trust in the travel industry. The conversation highlights the resilience of travel and the shifting trends towards local and immersive experiences. Goldberg walks through the evolution of Viator and Tripadvisor, emphasizing the importance of travel agents and the tools provided to them. He addresses market dynamics, particularly in relation to competitors like Airbnb, and highlights the role of AI in shaping the future of travel. Takeaways Tripadvisor has evolved from a modest idea to a global travel resource. The democratization of travel information has transformed how travelers plan trips. Experiences are becoming the central focus of Tripadvisor's growth strategy. The company is leveraging AI to enhance user experience and recommendations. Tripadvisor's marketplace is seeing significant growth and profitability. The travel industry is resilient, with consumers prioritizing experiences over material goods. Summer travel trends indicate a shift towards local and drive-to destinations. The competitive landscape includes major players like Airbnb, validating the market opportunity. Tripadvisor's partnerships enhance its reach without heavy marketing costs. The future of travel is centered around unique experiences and consumer trust. Viator provides tools for travel agents to enhance bookings. Travel agents play a crucial role in the cruise booking market. Scale is essential for a successful marketplace. AI is a transformative technology for the travel industry. Trust and authenticity are vital in an AI-driven world. AI will not replace human jobs but enhance them. Travel fosters human connections and empathy. The future of travel relies on understanding consumer needs. AI can streamline operations and improve customer experiences. Travel experiences can break down societal barriers. Connect with SkiftLinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry.
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    46 mins
  • The Private Sector’s Role in Saudi’s Travel Ambitions

    The Private Sector’s Role in Saudi’s Travel Ambitions
    Jun 11 2025
    For this bonus episode, Skift CEO Rafat Ali is joined by Almosafer CEO Muzzammil Ahussain to discuss the evolution of the travel industry in Saudi Arabia, the significance of Saudi travelers on the global stage, and the impact of recent changes in visa regimes. Ahussain shares his personal journey from the U.S. to Saudi Arabia, the growth of Almosafer, and the company's upcoming IPO plans. The discussion also touches on the effects of COVID-19 on domestic travel and the dynamics between online and offline booking methods. Ali and Ahussain walk through the evolving landscape of travel in Saudi Arabia, highlighting trends such as last-minute bookings, the growth of religious tourism, and the challenges of talent retention in a rapidly expanding market. Ahussain also emphasizes his company's ambitious vision for the country's development, the changing perceptions of Saudi Arabia in the West, and the integration of AI to enhance business operations. The discussion also touches on the importance of women's roles in the workforce and the potential for significant growth in the tourism sector leading up to major events like the World Cup. Read more about tourism at Skift’s tourism hub: https://skift.com/tourism Takeaways Almosafer is the largest travel and tourism company in Saudi Arabia. Saudi travelers are high spenders and significant for global tourism. Visa regimes for Saudis are becoming more accessible, boosting travel. Domestic tourism in Saudi Arabia has seen a significant increase post-COVID. WhatsApp is a key sales channel for Almosafer. The company is preparing for an IPO to enhance its market presence. The future of travel in Saudi Arabia looks promising with ongoing investments. 80% of bookings in Saudi Arabia are four and five star. 40% of hotel bookings are made within 48 hours. The average booking window is about 10 days. Religious travel presents a significant growth opportunity. Riyadh to Dubai is one of the most profitable routes globally. Saudi Arabia's development is driven by ambition. Talent retention is a major challenge in the growing market. AI is being leveraged to enhance productivity and efficiency. The period from 2027 to 2030 will be crucial for Saudi Arabia's growth. Connect with SkiftLinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry. Chapters 00:00 Introduction to Al-Musafir and Its Significance 05:24 Muzzammil's Journey: From the US to Saudi Arabia 09:01 The Global Importance of Saudi Travelers 11:44 Changes in Visa Regimes and Travel Trends 15:57 Impact of COVID-19 on Domestic Travel in Saudi Arabia 18:58 Al-Musafir's Growth and Future IPO Plans 21:10 The Dynamics of Online vs Offline Travel Booking 23:29 Understanding Saudi Arabia's Travel Trends 26:36 Growth Opportunities in Religious Travel 29:21 The Most Profitable Routes in the World 31:16 Ambition vs. Reality in Saudi Development 33:41 Changing Perceptions of Saudi Arabia 36:32 The Role of Women in Saudi Workforce 37:26 Talent Retention Challenges in a Growing Market 38:35 Leveraging AI for Business Growth 42:33 Future Vision Post-IPO
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    45 mins
  • The New Era of Solo Women Travelers

    The New Era of Solo Women Travelers
    Jun 5 2025
    This week Sarah Kopit and Seth Bork’s are joined by JourneyWoman’s (https://journeywoman.com/author/carolyn-ray/) Carolyn Ray and Intrepid Travel’s (https://www.intrepidtravel.com/) Leigh Barnes to discuss the growing trend of solo women travelers over 50. They explore the challenges and opportunities within the travel industry, highlighting a recent survey that shows a significant percentage of women feel ignored. The conversation dives into the importance of safety, empowerment, and authentic marketing, as well as the changing perceptions of aging and adventure. The guests share insights on how travel is becoming a means of self-discovery for older women, and they discuss the increasing popularity of destinations like Saudi Arabia for this demographic. The speakers discuss the allure of travel, the challenges of marketing to this demographic, and the impact of single supplements on solo female travelers. They explore the need for solo travel experiences and the potential of intergenerational travel. Finally, they share insights on creating welcoming environments for solo travelers and engage in a rapid-fire question round. Takeaways 70% of women over 50 felt misunderstood by the travel industry. The travel industry is starting to recognize the market for solo women travelers. Women over 50 are seeking unique and adventurous travel experiences. Safety and trust are crucial for women travelers. Women are making their own travel decisions, often independently. Marketing to older women is often overlooked in the travel industry. Women prefer authentic storytelling over traditional marketing. The perception of aging is changing, with older women being more adventurous. Health trends are influencing older women's travel choices. Travel is seen as a way to discover oneself, not just a vacation. Part of the allure is safety in travel for women. Women over 50 do not want to share a room. The most affluent travelers are aged 65 to 74. Discounting in travel doesn't build long-term relationships. Women want to travel solo without friends. Intergenerational travel is a growing trend. Travel companies should listen to women travelers. Creating welcoming environments is crucial for solo travelers. Stereotypes about senior travelers need to be challenged. Women over 50 are adventurous and willing to spend on travel. Connect with Skift LinkedIn: ⁠https://www.linkedin.com/company/skift/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ ⁠Facebook: ⁠https://facebook.com/skiftnews⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ Threads: ⁠https://www.threads.net/@skiftnews⁠ Bluesky: ⁠https://bsky.app/profile/skiftnews.bsky.social⁠ X: ⁠https://twitter.com/skift⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry.
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    42 mins
  • What’s Next for Short-Term Rentals: Regulations, Airbnb, AI and More

    What’s Next for Short-Term Rentals: Regulations, Airbnb, AI and More
    May 29 2025
    In this episode of the Skift Travel Podcast, Sarah Kopit and Seth Borko speak with Vered Raviv-Schwarz, the president and COO of Guesty (https://www.guesty.com/), to explore the evolving landscape of short-term rentals and travel tech. They discuss the current state of the market, the role of Guesty in property management, investor perspectives on travel tech, and the impact of Airbnb's new experience services. The conversation highlights trends in travel, the blending of hospitality and technology, and the future of short-term rentals in a competitive environment. Vered Raviv Schwarz explains the evolving landscape of short-term rentals and their integration with long-term rentals and hotels. She emphasizes the importance of individual hosts adapting to market changes, the impact of regulations, and the role of technology, particularly AI, in enhancing guest experiences. The discussion also touches on the significance of unique stays and the competitive dynamics among major booking platforms. Get more insight into short-term rentals and travel at https://skift.com/vacation-rentals/ Takeaways Short-term rentals are becoming less alternative and more mainstream. Guesty is a leading property management platform for short-term rentals. Investors remain bullish on the travel tech market despite challenges. The short-term rental market is stable with slight increases in bookings. Airbnb's experience services could significantly impact the industry. The franchise model is gaining traction in the short-term rental space. The lines between hotels and short-term rentals are blurring. Travel trends are evolving with a focus on local experiences. Guests are looking for unique stays and local recommendations. The future of travel tech is ripe for disruption. Five or ten years from now, rentals will merge. There's room for individual hosts in the market. Short-term rentals are a $280 billion industry. Regulation can create consistency and professionalism. Unique stays are increasingly sought after by travelers. AI is transforming guest communication and pricing. AI tools can enhance operational efficiency for hosts. The future may see AI agents handling bookings. The short-term rental industry is becoming more defined. The franchise model will evolve in the hospitality space. Connect with SkiftLinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry. Chapters 00:00 Revisiting Short-Term Rentals 02:25 Understanding Guesty's Role in the Market 07:13 Investor Insights on Travel Tech 11:09 Current State of Short-Term Rentals 14:28 Airbnb's Experience Services Launch 17:03 Post-Mortem on Major Players in the Industry 20:58 Blurring Lines Between Hotels and Short-Term Rentals 23:41 The Future of Rentals: Merging Short-Term and Long-Term 25:13 Opportunities for Individual Hosts in a Changing Market 27:17 Navigating Regulations in the Short-Term Rental Industry 30:03 The Role of Trust and Consistency in Guest Experiences 31:27 Exploring Unique Stays: The Appeal of Short-Term Rentals 33:19 Status Report on Major Booking Platforms 35:18 Harnessing AI in the Hospitality Industry 39:53 The Future of AI Agents in Travel 43:40 The Evolving Landscape of Short-Term Rentals
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    45 mins
  • Rewiring Hotel Tech for Humans

    Rewiring Hotel Tech for Humans
    May 23 2025
    Seth Borko sat down with Richard Valtr, founder of cloud-PMS provider Mews, during the Mews Unfold conference in Amsterdam. Valtr explains this company's long-standing vision: strip away check-in bureaucracy so staff can greet guests as people, not reservations – a problem that still demands modern tech such as AI, computer vision and open APIs. He traces the company’s 13-year path from “just” building a PMS to a broader guest- and profit-management platform, describes competing with legacy giants (the real foe is hotel inertia), and discusses how recent funding and acquisitions will speed adoption. The pair range into bigger topics, like why hospitality undervalues technology, the promise of voice agents and AR, the over-hype of blockchain IDs, and how rising labor costs and brand mergers and acquisitions (e.g., Marriott/CitizenM, Sabre’s SynXis spin-off) create urgency for smarter systems. They close with Valtr’s passion for historical travel, linking tech-enabled experiences to the timeless allure of place. Human-first vision: Mews aims to make hotel arrivals conversational by automating identity, payment and room assignment in the background. From PMS to platform: The company is shifting from “property-” to “profit-management,” fusing CRS, CRM, revenue and upsell tools in one open ecosystem. Legacy lock-in: On-premise systems still run ~95 % of hotels; the biggest competitor is operators’ fear of ripping them out, not Oracle or Sabre. AI everywhere: Valtr sees computer vision, large-language models and voice agents stitching together guest data so staff can personalize service in real time. Open beats closed: He argues hotels must be free to mix best-of-breed apps; vendors that wall off data will lose. Funding as validation: Mews' recent $75 million round backs continued M&A—less for “asset accumulation,” more to migrate more hotels faster. Labor economics: Automation is no longer optional when Amazon warehouse wages outpace hotel front-desk pay. Trends he buys and bins: Excited about voice-AI agents and mixed-context processing; skeptical that blockchain ID alone solves anything. Experiential future: AR could turn stays into “immersive movies,” letting travelers time-travel through historic sites—echoing Valtr’s own battlefield-tour hobby. Connect with Skift LinkedIn: ⁠https://www.linkedin.com/company/skift/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠ Facebook: ⁠https://facebook.com/skiftnews⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ Threads: ⁠https://www.threads.net/@skiftnews⁠ Bluesky: ⁠https://bsky.app/profile/skiftnews.bsky.social⁠ X: ⁠https://twitter.com/skift⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry.
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    47 mins
  • French-Waiter Engineers? Inside Palantir’s Opinionated Approach to Travel Tech

    French-Waiter Engineers? Inside Palantir’s Opinionated Approach to Travel Tech
    May 15 2025
    Rather than just sell travel brands what they think they want, Palantir's employees have opinions about what they really need. Skift Travel Podcast hosts Sarah Kopit and Seth Borko sat down with Breno Helfstein Moura, the Head of Hospitality at Palantir. Moura discusses how Palantir leverages data and AI to solve complex problems in travel, including partnerships with major companies like Airbus and luxury hotels. The conversation explores the challenges of data integration, the unique approach Palantir takes in software development, and the realities of implementing off-the-shelf software solutions in the travel sector. Moura addresses concerns about AI's impact on jobs, the unintended consequences of AI, and the need for travel companies to adopt technology more aggressively. Moura also highlights the significance of maximizing ROI through revenue management and procurement strategies, while envisioning a future where AI enhances operational efficiency in the travel sector. Takeaways Palantir focuses on solving problems through data integration and AI. Partnerships with companies like Airbus showcase Palantir's capabilities in the travel sector. Data integration is crucial for enhancing customer experiences in luxury travel. Predicting customer preferences is challenging but essential for luxury service providers. Palantir's approach combines software development with a consultancy-like engagement model. Palantir aims to streamline processes and reduce project timelines significantly. AI trends vary across different sectors of the travel industry. AI should enhance human performance rather than replace jobs. Travel companies can skip technological journeys by adopting advanced solutions directly. AI can help automate customer service while keeping humans in the loop. The ultimate goal is to achieve end-to-end operational visibility in travel. Connect with SkiftLinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry.
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    49 mins