AI, Visa, and the New Battle for Travel Customers

July 10
38 mins

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Episode Description

Visa is becoming a travel company. Mews is restructuring around AI. And Gen Z is already reshaping business travel.

Sarah Kopit and Seth Borko explore how new competitors, artificial intelligence, and changing traveler behavior are rewriting the rules for travel companies—and why these seemingly separate stories all point to the same shift happening across the industry.


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00:00 AI Layoff Banter

00:48 Delta One Unbundled

02:37 Basic Business Breakdown

03:12 Seat Selection Stories

04:27 Booking Friction Risks

06:43 Muse Cuts Explained

11:00 AI Jobs And Economy

14:55 Visa Travel Portal

17:27 Can Visa Compete

19:16 Ground Game Logistics

19:35 Lotus Hotel Points Find

21:13 Credit Card Hotel Portals

21:36 Visa Luxury Collection

22:49 Gen Z Business Travel Habits

24:17 Corporate Tools Limit Choice

25:01 Gen Z Trip Growth Stats

27:19 Business Trip Anxiety

30:02 Gen Z Workforce Shifts

31:55 World Cup Winners Losers

35:07 Signing Off Next Week

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