The hotel industry's AI arms race is now a distribution war in disguise. Hilton launched a beta generative AI trip planning tool on its own website, while Marriott said it's piloting conversational search within months — both bets that keeping AI discovery in-house protects direct bookings. Accor, Hyatt, and Wyndham are hedging by planting flags on external platforms like ChatGPT and Google anyway.

Airbnb, meanwhile, is chasing a different kind of AI ambition. CEO Brian Chesky hired former Uber SVP Gus Fuldner to fuse what Chesky called "a single, AI-powered service platform so every time someone interacts with Airbnb, we instantly understand who they are and what they need" — the operational backbone for Airbnb's push to own the full trip. And quietly underpinning much of this industry infrastructure: Montreal, which Skift now calls the second most important travel tech hub in the world.

EDITOR’S PICKS

Marriott Sees Middle East Travel Dip, Expands AI Tools

by Luke Martin

March 12, 2026

Marriott highlighted two forces shaping the hotel industry right now - geopolitical volatility and a race to build AI tools that keep travelers inside its direct channels.

How Montreal Quietly Became the World’s Second Most Important Travel Tech Hub

by Rafat Ali

March 11, 2026

The travel industry’s most important ecosystem story may be Montreal, where aviation DNA, patient capital, and a single Expedia office accidentally created a $15 billion infrastructure layer that much of the industry now runs on.

Hilton Launches AI Planner Tool To Meet Travelers’ Conversational Searches

by Luke Martin

March 10, 2026

Hilton’s new AI trip planning tool reflects how hotel groups are trying to stay visible while travelers increasingly use conversational prompts to plan and search trips.

Airbnb Appoints Former Uber Safety Exec as Global Head of Operations

by Dennis Schaal

March 10, 2026

Consider the complexity that Fuldner is walking into. Airbnb is tasking him with reshaping the company's teams and systems into a unified "intelligent platform." All this, while Airbnb is launching new verticals, and trying to become a native AI app.

ChatGPT Bails on Transactions — Good News for Expedia and Booking

by Adriana Lee

March 5, 2026

OpenAI built the checkout tech but couldn't get users to actually buy. That's a reprieve for OTAs, and a reality check for anyone assuming AI commerce is inevitable.

Booking CFO: The AI Threat Isn’t ‘Really a Risk at All’

by Dennis Schaal

March 4, 2026

In the face of the LLM threat, Booking Holdings thinks it can repeatedly grow its top line 8% annually over the "medium term" and earnings per share 15% over the same timespan.

SKIFT RESEARCH | DATA

Market Performance

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