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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