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GOOD DAY, READERS.

Google has been signaling this quietly, and at its I/O developer conference on Tuesday it made it official: hotels are the next vertical for its Universal Commerce Protocol — the plumbing that lets AI agents handle purchases inside Google’s search and chat. It also previewed the payment layer that an AI agent would need to actually book a room. No timeline beyond “starting soon,” but the question for hotels has shifted from whether agentic booking is coming to how fast they need to be ready.

The AI use cases actually working in travel right now.

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Google Names Hotels as Next Vertical for Agentic Shopping

Google Names Hotels as Next Vertical for Agentic Shopping

by Adriana Lee

Google has been building toward agentic hotel booking in plain sight. Now it's said so out loud.

Expedia Pushes Meta, Uber, and Clear Partnerships to Own More of the Trip

Expedia Pushes Meta, Uber, and Clear Partnerships to Own More of the Trip

by Adriana Lee

Expedia isn't reinventing the OTA. It's stretching the definition — upstream into inspiration, downstream into day-of-travel — so booking becomes one stop in a longer relationship.

NYC Hotel Housekeepers’ Pay to Hit $61 an Hour

NYC Hotel Housekeepers’ Pay to Hit $61 an Hour

by Sean O'Neill

A strike threat timed to the World Cup gave hotel workers maximum leverage. Every hotel union negotiator in other major cities will see this deal the new national labor benchmark.

AMAZON BUSINESS + SKIFT

What if your procurement strategy could actually improve the guest experience? New research from Skift + Amazon Business shows how hotels are making that a reality.

From shifting consumer tastes to the impact of AI, global travel is undergoing unprecedented change. Skift Advisory helps make sense of it all. Learn more here.

MORNING HEADLINES

Uber CEO: Is AI Really Improving People’s Lives?

Every App Wants Your Booking. Nobody’s Cracked It Yet.

Expedia CEO Ariane Gorin on What Companies Get Wrong About AI Chatbots

Why Yield Optimization Is the Only Travel AI Story That Matters Right Now

Capital A Clears Path to U.S. and Hong Kong Listings With Successful Restructure

MakeMyTrip Takes Steps Toward India IPO

How a Small Hotel Group Is Financing Solar When Federal Tax Credits Are Gone

‘Skip the Visa’: Indian Companies Respond After Modi’s Call to Stay Home

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SKIFT PODCAST NETWORK

Is Airbnb heading in the wrong direction? Michael Goldin, Brandreth Canaley, and Jamie Lane break down why all the biggest moves in travel right now point to one thing: the B2B play. Get your inventory in front of eyeballs and let the commissions flow.

From Booking.com’s long chase of the connected trip, to Airbnb's hotel push and its flirtation with social media, to why Expedia might actually be the quiet winner of the Uber travel moment, the GMH crew unpacks who is playing the long game right and who might be overcomplicating it.

Plus: what happens when creator commissions replace Google ad spend? The money is moving, and it matters.

SKIFT TRAVEL 200

How are public travel companies performing around the world? The Skift Travel 200 pulls the data you need to understand global market movements. Paid subscribers get full access here.

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