
Good Morning Hospitality
Skift·523 episodes
The hospitality industry is constantly growing, changing, and innovating! This podcast will bring you the top news and topics from industry experts in different hospitality fields. Good Morning Hospitality publishes two thirty-minute weekly episodes, starting Monday and Wednesday at 7 a.m. PST / 10 a.m. EST. Presented by Bilt and StayFi. This podcast is a part of Skift. Go to Skift.com to hear and see more industry-leading content!
Episodes
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin get into three stories making headlines across the STR industry. The conversation opens with Casago having sold nearly all of Vacasa's 32,000 units in just over a year, what the franchise model means for STR at scale, whether the Vacasa brand can become a real consumer platform, and how many units it actually takes to build a recognizable national STR brand. They also react to Airbnb paying $81.5 million for its first ever building in New York City, in the city where it is mostly banned, and close with Barcelona's pledge of not one tourist more and what the 2028 vacation rental ban means for operators watching overtourism regulation spread. This episode is presented by StayFi Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down who controls hotel demand and what it costs.Skift's Rafat Ali lays out the deal thesis nobody has written yet: why an Airbnb and Ennismore partnership could close the $2 billion gap in Ennismore's IPO valuation. From there, they get into Accor and H World International's plan to link 430 million loyalty members, what the official government data says about FIFA World Cup 2026™ - Canada, Mexico and the United States inbound tourism, and the one earnings metric that will tell operators whether hotel profits are truly broadening when Marriott International, Hilton, and Hyatt report Q2 this week. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down three stories about who is building the next layer of travel distribution and what it means for STR operators. The conversation opens with a Skift scoop: Booking Holdings (NASDAQ: BKNG) is forming a formal B2B unit bringing together Booking.com, Agoda, and Priceline to take on Expedia Group, where B2B already grows at three times the rate of its consumer business. From there, Brandy and Michael dig into what Airbnb's hiring of OpenAI's first global VP of creative says about the company's bet that brand is its moat against AI flattening. They close with a Visa Economic Insights deep dive on the great wealth transfer — $8 trillion in inherited boomer wealth heading toward travel over the next 20 years, and what that means for who STR operators will be serving. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where the infrastructure of hospitality is being rebuilt from every angle.They open with the news of Mews cutting 15% of its staff and pointing to AI and what that means for hotel operators who depend on its platform. From there, the conversation digs into why extended-stay demand just hit a four-year high while the supply pipeline thins, a setup that could open real pricing power in 2027. They also unpack Hilton's new direct booking connection with Navan that bypasses GDS middlemen, and close with how British Airways, Delta Air Lines, and Cathay Pacific are wiring loyalty programs into concert venues and theaters and what hotels should be taking notes on. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down who is actually controlling the relationship between a traveler and a booking right now. The conversation opens with the race among Expedia Group, Booking.com, and Trip.com Group to become the trusted infrastructure layer for AI agents and what that means for STR operators who depend on Airbnb and Vrbo for distribution. They also dig into how Airbnb outreached Marriott International on FIFA World Cup 2026™ - Canada, Mexico and the United States impressions while spending less, what Expedia's shoppable IShowSpeed video says about whether creator marketing actually converts, and what Cabo Verde's 800% surge in U.S. searches teaches operators about turning attention into bookings. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk are joined by Skift Editor-in-Chief Sarah Kopit to break down a question that is reshaping the hotel industry: is the brand still worth the price?Sarah Kopit joins for a special segment on her investigation into why hotel owners are quietly dropping the big brands as more than 1,200 franchise agreements expire by 2030. From there, Sarah and Steve dig into BWH Hotels' attempt to reverse years of room count decline by going upscale and overseas, Visa's new consumer travel portal that puts the payment network in direct competition with the banks it powers, and Sandals Resorts International's executive chairman shutting down sale rumors while committing $225 million to renovation at $1 million per key. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
Airbnb hosts and short-term rental operators are facing renewed questions around platform security after third-party research from Saily and NordStellar, cited in recent press coverage, claimed a sharp increase in Airbnb-related scam activity since 2023. In this episode of Good Morning Hospitality, Brandreth Canaley, Michael Goldin, and Jamie Lane discuss what account takeovers, fake listings, and guest trust concerns could mean for hosts and operators — while also noting that the underlying methodology behind the third-party data was not fully available in the coverage they reviewed. The hosts also discuss the broader travel distribution landscape, including why experiences-focused platforms like GetYourGuide continue to gain momentum while larger OTAs work to make experiences a more meaningful part of their businesses, and what Trip.com’s cash position may signal about capital strategy in global travel. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where hotel brands are redefining what they actually are. The conversation opens with Hyatt's lifestyle chief, Amar Lalvani, making the case that the smartest brand strategy is sorting guests by taste rather than price point — and showing what that discipline looks like in practice, including killing a high-profile Miami project because the developer wouldn't listen. From there, Sarah and Steve dig into Marriott International's move into branded apartment rentals under the W Hotels flag, a genuinely new direction for a business that already commands 30% premiums over unbranded properties. They also unpack what week one of FIFA World Cup 2026™ - Canada, Mexico and the United States data actually tells hotel operators, with RevPAR up 24% to 133% across host markets but occupancy down in six of nine cities. And they close with Carnival Cruise Line's Q2 earnings, which posted record revenue while trimming its outlook, and with what the Middle East conflict tells operators about building geopolitical risk into forward-booking strategy. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down three platform moves that sound host-friendly on the surface but deserve a much closer look. The conversation opens with Airbnb's first fintech product — a cancel-for-any-reason feature that auto-enrolled hosts without requiring an opt-in. Hosts still get paid, but still have to scramble. From there, the team unpacks what one week of FIFA World Cup 2026™ - Canada, Mexico and the United States data actually tells operators about pricing strategy for the knockout rounds, with RevPAR up across all host markets but occupancy down in six of nine. They close with American Express's $700 million acquisition of TheFork and why dining reservations might be the next front in the battle for the guest relationship. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Steve Turk and guest host Katie Cline break down a week where consolidation is happening at every layer of the hotel industry at once. The conversation opens with NORWEGIAN AIR UK LIMITED's $843 million bet to acquire Nordic Leisure Travel Group AB Group and own the entire travel value chain from flights to hotels. The number that explains the deal: NLTG's owned hotels are 25% of its holiday volume but 60% of its gross profit. From there, Steve and Katie dig into IHG Hotels & Resorts' CEO, making the case that eight years of tech investment is finally showing up in franchisee margins, and close with RealTime Reservation's acquisition of STAY and what unified ancillary revenue tech actually means for total RevPAR. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down where STR demand is actually coming from right now and who controls the guest relationship as platforms make their next big bets. The conversation opens with the FIFA World Cup 2026™ - Canada, Mexico and the United States booking story every operator in a host market needs to hear. Hotels priced up and set minimums and the surge has not arrived the way anyone expected. Short-term rental bookings tell a different story, with host market reservations more than doubling since April. From there, the team digs into Vrbo's launch of sponsored listings and what a paid visibility layer means for independent hosts, and closes with Brian Chesky's bet that creators are Airbnb's next big Experiences opportunity and what that means for the operators already building businesses on the platform. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down why hotel AI is stuck on the wrong side of the ledger and what it will take to flip it. The conversation opens with Mews founder Richard Valtr making the case at Skift's Data and AI Summit that fragmented hotel data is the reason AI keeps cutting costs instead of driving revenue. From there Sarah and Steve dig into what Apple's rebuilt Siri means for how guests will find and interact with travel, Alaska Airlines' bet that Starlink wifi is a better loyalty driver than points for basic economy travelers, and why Delta Air Lines is expanding American Express card benefits without raising fees while every competitor goes the other direction. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
Independent hoteliers are under pressure from every direction, and now there's an AI mandate on top of it all. Wil sits down with Adam Harris, Co-Founder and CEO of Cloudbeds, to cut through the noise. Adam's argument: most operators aren't failing because they lack effort or the right tools. They're failing because they haven't defined the problem, and they're sitting on fragmented data that makes even the best AI useless. The takeaway: AI isn't the strategy. Better questions, better data, and better decisions are. This episode is presented by Cloudbeds. Connect with Cloudbeds at https://www.cloudbeds.com/gmh, and you can subscribe to Adam's newsletter here: https://www.cloudbeds.com/newsletter/ 00:00 Meet Adam Harris 01:37 The Operator Squeeze 04:04 When Tech Becomes a Burden 07:25 AI Starts With Questions 08:37 Deterministic vs Probabilistic 12:24 Cleaning Up Hotel Data 13:49 Cloudbeds Signals In Action 16:35 Autonomous Coding And Caution 18:21 Future Of Hospitality Systems 21:55 Closing Takeaway
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down what AI is actually doing to travel economics and operations right now. The conversation opens with a story that stops you in your tracks: one traveler used Claude to run 881,076 searches on Etihad Airways to find one flight. The infrastructure cost of that search exceeded the commission. From there, the team digs into Brian Chesky's move to build an AI lab outside of Airbnb and what it signals about the platform's AI strategy, before closing with a look at what real AI adoption looks like at scale through Evolve's playbook of deflecting 60% of guest inquiries without human intervention. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where ownership, distribution, brand strategy, and climate risk all moved at the same time. The conversation opens with two billionaires making moves on the Las Vegas Strip in the same week. Tilman Fertitta agreed to buy Caesars Entertainment for $5.7 billion while assuming nearly $12 billion in debt, and Barry Diller is preparing an $18 billion bid to take full control of MGM Resorts International. From there Sarah and Steve dig into a ten-year look at whether the direct booking fight actually paid off for hotels, Hilton's new Undergraduate brand targeting smaller college towns, and how sargassum seaweed is now showing up directly in Caribbean hotel occupancy numbers. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down a week where the infrastructure of hospitality is being stress-tested from every direction. The conversation opens with a sobering security story: scammers are using real guest reservation data to launch highly targeted phishing attacks, with at least 350 hotels and vacation rentals across 50 countries already caught up. From there, the team digs into Mews and SiteMinder's new native integration, which is designed to break down the data silos holding hotels back from AI adoption, and closes with Expedia Group's partnership with IShowSpeed and what it signals about where Gen Z travel discovery is actually happening. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where three big stories all pointed at the same shift: the distribution, loyalty, and infrastructure layers of hospitality are all getting reshuffled at once. The conversation opens with Airbnb naming Andrea D'Amico, an 18-year Booking.com veteran, as its new VP of Hotels, and what that hire says about how seriously Airbnb is coming for the boutique and independent hotel market. From there, Sarah and Steve dig into why boutique brands like Room Mate Hotels are running out of room on loyalty, and what the SpaceX IPO filing reveals about how deeply STARLINK has already embedded itself into travel's connectivity infrastructure. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this special holiday episode of Good Morning Hospitality, Brandy Canaley and Michael Goldin unpack one of the biggest shifts happening in travel right now: AI-powered booking. Joined by Jason Cincotta, founder of Kismet, the conversation breaks down Google’s new push into agentic hotel booking, what it means to become “AI-bookable,” and why independent hotels and vacation rentals may need to rethink how they show up online. The episode also dives into Airbnb’s massive Summer Release, including boutique hotels, AI-powered review tools, airport pickups, grocery delivery, rental cars, and the company’s expanding push toward becoming a full trip platform. Michael and Brandy debate whether Airbnb’s latest features are meaningful product evolution or just great PR, while also exploring how AI could reshape direct bookings, loyalty, and the future of travel planning. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
In this special GMH Bonus episode, Jamie Lane sits down live in San Francisco with Airbnb Chief Business Officer Dave Stephenson following Airbnb’s 2026 Summer Release event. The conversation breaks down Airbnb’s biggest updates, including expanded hotel distribution, new AI-powered search and personalization tools, rental cars, airport pickups, grocery delivery partnerships, and the continued push into experiences and services. Jamie and Dave also dive into Airbnb’s growing hotel strategy, why the company believes boutique and independent hotels are a major opportunity, and how Airbnb may have quietly created one of the most powerful loyalty flywheels in travel through hotel booking credits tied to future home stays. They also discuss how AI is reshaping the Airbnb experience, from personalized listings and review summaries to smarter trip planning and guest discovery, plus what these updates could mean for hosts, operators, and the broader OTA landscape moving forward.
On this week's Good Morning Hospitality, A Skift Podcast Hotels Edition, Sarah Dandashy and Steve Turk break down a question every operator is quietly asking right now: how do you build a real edge when there is no moat? They open with the NYC labor deal that just reset the national benchmark, with housekeeper pay crossing $100K a year by 2034, and Hotel and Gaming Trades Council now setting the bar for union negotiations in every major market. From there they dig into Peregrine Hospitality's bet that operational discipline is the only real competitive advantage in hotels, Ras Al Khaimah Tourism Development Authority's push to double its room supply by 2030, Brand USA's new fact-checking platform trying to win back international travelers ahead of the World Cup, and how one small hotel group is still financing solar after federal clean energy tax credits got wiped out. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down why Airbnb, Uber, and TikTok are all making the same bet at the same time and what it actually means for operators. Plus: travel costs are running double inflation, and most hotel brands have more than one Gen Z problem. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a growing debate across the hotel industry: are brands mistaking temporary strength for long-term stability? From luxury demand and premium travel to pricing power and loyalty, the industry may be more vulnerable than executives want to admit. They also explore why Hilton and Marriott International CEOs cannot agree on what kind of economy the industry is actually in, TikTok’s new push into turning travel videos into bookable inventory, and OpenAI’s latest move to operationalize AI deployment across travel companies through the team behind Virgin Atlantic’s AI concierge. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down what Airbnb’s latest product and earnings commentary reveal about the future of travel platforms. The conversation centers on Brian Chesky’s push toward blending hotels, homes, services, and experiences into a more adaptive marketplace, signaling how Airbnb is positioning itself for an AI-driven future of travel discovery and planning. The team also unpacks Airbnb’s expanded partnership with Delta Air Lines, which now includes Experiences and Services alongside stays, while also touching on what earnings season is revealing about AI adoption and infrastructure across the broader travel industry. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On today’s GMH Hotels, Katie Cline and Steve Turk unpack mixed earnings from Hyatt, Wyndham Hotels & Resorts, and Choice Hotels International, plus growing concerns that World Cup hotel demand is falling short of expectations in host cities. They also discuss Accor’s mysterious activist investor situation and what the $6.3B Amex GBT acquisition says about the next wave of travel consolidation. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, and Brandreth Canaley celebrate the show’s 500th episode and break down how travel platforms are expanding beyond booking and competing for the full traveler relationship. The team starts with Uber adding hotel booking through a new partnership with Expedia Group, with Vrbo rentals expected to follow, marking Uber’s biggest move yet into travel. They also unpack signs that Airbnb is pulling more host community engagement onto its platform, reinforcing a shift toward a more integrated ecosystem. The episode also touches on how OTA leaders are thinking about AI, trust, and the evolving role of platforms in shaping how travelers discover and book trips. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down Hilton’s latest push into AI with its upcoming ChatGPT app and evolving “Select” deals strategy, and how the company is positioning itself more like a platform that controls pricing, distribution, and guest engagement. They also explore Hilton’s continued expansion of lifestyle and luxury brands across Asia-Pacific, the shift in ultra-luxury hotels toward curated guest communities, and how budget airlines are now in talks over a $2.5 billion bailout as financial pressure builds across the travel sector. This episode is presented by Vrbo & Bilt. Visit vrbo.com/goodmorning to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday’s Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane, and Wil Slickers are joined by Sean O'Neill, Senior Hospitality Editor at Skift, to break down a major strategic shift in the short-term rental space. onefinestay is pulling back from hundreds of urban rentals to focus on ultra-luxury homes and high-end leisure destinations, signaling a broader move toward fewer, higher-quality listings as operators rethink where margins and demand are strongest. The team also unpacks new data out of New York City showing that 27% of approved short-term rental listings are now operating illegally, highlighting the ongoing tension between regulation and enforcement even after strict laws were put in place. The episode wraps with a look at ChatGPT introducing cost-per-click ads, a shift that brings AI platforms directly into the same performance marketing model that powers Google and OTAs today, raising new questions about who controls travel discovery and demand. This episode is presented by Vrbo & Bilt. Visit vrbo.com/goodmorning to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
In this Good Morning Hospitality, A Skift Podcast Bonus episode, Brandreth Canaley and Michael Goldin sit down with Tim Rosolio, VP of Vacation Rental Partnerships at Vrbo/Expedia Group, from a standout “Vacation Rental of the Year” property in New Hampshire. Tim breaks down what actually drives performance on Vrbo today, from must-have amenities and pricing strategies to the growing importance of quality, consistency, and reviews in an increasingly saturated market. He shares why the short-term rental “gold rush” is officially over, and what operators need to do now to stay competitive. The conversation also dives into Expedia Group’s broader strategy, including the rapid growth of B2B distribution, the expansion of vacation rentals across Expedia’s ecosystem, and how new tools like promotions and sponsored listings are changing visibility and bookings. They also tackle AI in travel, where it’s already delivering value, where it’s overhyped, and why the human element still matters in hospitality. Episode Chapters: 00:00 Snowy New Hampshire Setup 01:08 Why This Rental Won 01:26 How Vrbo Picks Homes 02:35 Hosts Who Go All In 05:22 Amenity Must-Haves 07:57 Boosting Rankings Fast 08:25 Promotions That Convert 10:25 Is The Gold Rush Over 12:44 Quality Over Quantity Era 16:58 Standards And Trust Issues 19:00 Cleaning and Reviewing Data 20:26 Reviews Signal Quality 21:36 Star Ratings Confusion 22:26 B2B Growth Expansion 25:09 AI In Travel Tech 26:32 Keeping Human Hospitality <a href="https://www.youtube.com/watch?v=PhUGIYQJw2U&t=169
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down Hyatt’s rollout of ChatGPT Enterprise across the company and what it signals about AI moving from experimentation to real operational impact in hospitality. They also explore rising travel costs tied to the upcoming World Cup, where higher prices for tickets, hotels, and transportation are starting to squeeze travelers, the rise of fossil fuel-free hotels across the industry and whether that model can scale, and BWH Hotels’ new outdoor brand tapping into demand for glamping and experiential stays. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down how AI is putting pressure on every corner of the travel industry. The conversation starts with Mews’ founder calling out hotels for taking a surface-level approach to AI, focusing on chatbots instead of meaningful improvements to operations and guest experience. They also unpack why Expedia Group’s CEO says travelers still don’t trust AI to handle bookings, reinforcing the importance of reliability and real inventory, before turning to the growing financial pressure on operators across both hotels and short-term rentals. From rising costs and platform fees to a generational shift where longtime owners are looking to exit while fewer new entrants step in, the episode explores how margins are getting squeezed across the board. The conversation ties it all together with a look at how AI isn’t replacing travel companies — it’s revealing where their models are weakest. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk are live from Seatrade Cruise Global, breaking down how AI is reshaping the way travelers discover and book hotels and whether brands are starting to lose control of the funnel. Expedia Group data shows that only a small percentage of bookings are currently driven by AI, but the shift in discovery behavior could have much bigger long-term implications. They also explore how Minor Hotels is building out its AI tech stack to drive deeper personalization, Lemon Tree Hotels’ record year powered by an asset-light strategy, and Delta Air Lines’s first major Delta One upgrade in nearly a decade as airlines continue investing heavily in premium experiences. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down a $250 million deal as TowneBank sells its vacation rental management business, signaling continued investor appetite for scaled STR operations even as the market evolves. The team also unpacks mixed demand signals, from softer-than-expected travel spending despite rising tax refunds to growing friction around international travel to the U.S., while also exploring why OTAs still struggle to gain meaningful traction in experiences. The episode ties it all together with a look at where value is actually shifting across travel today. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down the growing loyalty balance at Marriott Hotels and Hilton, and what nearly $7 billion in outstanding points really means for the industry. Is it a liability or one of the most powerful tools in hospitality? They also cover the race to expand midscale brands, Delta Air Lines raising bag fees as costs rise, and Wyndham Hotels & Resorts passing 100 hotels in Mexico as growth shifts toward value-driven markets. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down Airbnb’s next big move and what it means for control of the traveler journey. With Airbnb exploring how flights could fit into its expansion strategy, the conversation centers on whether the company can truly evolve into a full end-to-end travel platform and what that would mean for OTAs and distribution. They also dig into how Amazon’s Alexa Plus is pushing further into travel planning and booking, raising new questions for short-term rental operators around guest privacy, in-stay marketing, and who owns the guest relationship inside the home. The team touches on new U.S. travel restrictions that could add friction to international demand, as the episode zooms out on how platform ambition, AI interfaces, and government policy are all reshaping who ultimately owns the traveler. This episode is brought to you by Vrbo! Learn more here! 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.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down Marriott Hotels’ launch of its 39th brand: a wellness-focused concept in Italy, and ask whether hyper-segmentation is a smart strategy or brand overload. During this part of the discussion, Sean O'Neill will be joining us to share his insights. They also explore the rise of food-led hotels and why dining is becoming a core differentiator, Virgin Atlantic’s quick exit from Riyadh and what it signals about demand in emerging markets, and how rising fuel costs are already hitting cruise profits. Finally, in the Unhinged Story of the Week, a viral TikTok shows a passenger boarding what she thought was a flight… only to end up on a bus — sparking confusion over what actually counts as air 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.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down where AI is actually reshaping travel and why booking may not be the biggest battleground. From new Google translation tools removing friction on the ground to early signals around AI-driven pricing frameworks, the conversation centers on how AI is embedding itself into the travel experience rather than replacing transactions. They also touch on how these trends are beginning to impact different parts of the travel industry from real-world constraints like Transportation Security Administration (TSA) staffing challenges to changing consumer behavior as Gen Z treats travel more like a flexible purchase. They also look at how hotel groups are evolving into platform ecosystems through partnerships like Hilton and YOTEL, as the episode zooms out on a bigger question: if AI owns discovery and experience, who actually owns the traveler?
On this week’s Good Morning Hospitality, A Skift Podcast: GMH Hotels Edition, Sarah Dandashy and guest host Katie Cline, host of Suite Success: Masters of Hospitality, a Skift Podcast, break down Hyatt’s latest AI push and whether hotel brands can finally compete with OTAs by capturing travelers earlier in the booking journey. They also explore Hilton’s new YOTEL partnership and what it signals about a platform-style model, Marriott Hotels’s potential new brand revealed through trademark filings, and United Airlines’ plan to add more than 250 aircraft as it doubles down on long-term demand. Finally, in the Unhinged Story of the Week, a possum is discovered hiding among stuffed animals in an airport gift shop in Australia, a reminder that sometimes the wildest travel moments happen before you even board the plane. 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.
On Monday’s Good Morning Hospitality, A Skift Podcast, Michael Goldin and Jamie Lane break down the latest headlines shaping online travel and platform strategy. The team starts with leadership changes at Tripadvisor, where longtime chairman Greg Maffei is stepping down as activist investor Starboard Value pushes for greater control and strategic changes at the company. They then unpack a new analysis arguing that travel’s obsession with loyalty program size is largely misleading, as membership growth hasn’t translated into lower customer acquisition costs for most companies outside of airlines. The episode wraps with a look at how AI is already reshaping travel discovery — even without handling transactions — as more travelers use tools like ChatGPT to plan trips before ever visiting OTA platforms. 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.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk unpack Hyatt’s push into non-luxury brands and smaller markets as the company works to expand beyond its traditional luxury footprint. They also explore how United Airlines and Marriott Hotels are turning planes and hotel rooms into advertising platforms, why Delta Air Lines says travel demand remains strong despite rising jet fuel costs, and what FAA-ordered flight reductions at Chicago O’Hare could mean for airline schedules and travelers. Finally, in the Unhinged Story of the Week, two viral airplane moments take over the internet: one passenger repeatedly shoving the seat in front of them after it reclines, and another traveler attempting to run the equivalent of a 5K inside an airplane bathroom — proving that sometimes the real turbulence comes from fellow passengers.
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping short-term rentals and travel strategy. The team starts with how Airbnb is seeing weaker-than-expected FIFA World Cup 2026™ - Canada, Mexico and the United States demand in New York City while nearby New Jersey markets are benefiting from stricter STR rules limiting supply in the city. They then unpack how recent disruptions in the Middle East exposed the limits of AI-powered customer service during major travel crises before turning to a new bill in Arizona that would expand state oversight of short-term rentals. The episode wraps with AirDNA's Jamie Lane sharing February short-term rental market data and early demand signals as operators head into the spring and summer travel season.
On this week’s Good Morning Hospitality, A Skift Podcast, Hotels Edition, Sarah Dandashy and Steve Turk break down how AI is quickly becoming a bigger part of hotel strategy, from Hilton’s new AI travel planner to analysts predicting that years of hotel tech investments could finally start delivering real earnings gains. They also examine how rising oil prices could push airline fares higher and how government shutdown pressures are already creating TSA staffing shortages and longer airport security lines across the U.S. Finally, in the Unhinged Story of the Week, an SAS flight bound for Málaga turns around mid-air after a mouse is spotted onboard, proving even the smallest stowaway can derail a flight. 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.
In this special GMH Bonus episode, Brandy Canaley sits down with Roami co-founders Andreas King-Geovanis and Iskander Karimov following the official sale of the Roami brand to CozySuites. After nearly a decade building one of the largest apart-hotel operators in South Florida and New Orleans, the founders reflect on the journey from startup to exit. The conversation explores how Roami scaled quickly, navigated major industry shifts like COVID, and grew the portfolio through opportunistic expansion and operational hustle. Brandy, Andreas, and Iskander also share behind-the-scenes stories from the early days of the company, the culture and core values that shaped the team, and the emotional reality of stepping away from a business they spent years building. They discuss why CozySuites stood out as the right buyer, what it means that the Roami brand and employees will continue on, and where each founder is heading next. It’s a candid look at the highs, challenges, and lessons from building and selling a hospitality company. 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.
On this week's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping travel and short-term rentals. They start with OpenAI walking back plans for in-chat checkout in ChatGPT, a move that shifts the platform back toward discovery rather than transactions and eases pressure on OTAs like Expedia Group and Booking Holdings (NASDAQ: BKNG). They also unpack comments from Expedia Group’s CFO about how the company has “radically changed the direction” of the business with new performance metrics and strategic priorities. The team then looks at cancellation trends hitting vacation rentals in the United Arab Emirates, where regional instability is beginning to ripple through bookings, before diving into analysis on whether Airbnb may need acquisitions if it truly wants to “own the entire trip.” They also highlight Breezeway’s recent funding news following the bonus interview with Jeremy Gall released earlier last week.
Breezeway just announced a new strategic investment led by Resurgens Technology Partners, and in this GMH Exclusive, Wil Slickers sits down with founder Jeremy Gall to break down what it actually means. Jeremy shares why Breezeway chose Resurgens, how the partnership changes the company’s next chapter, and what they’re prioritizing in product development. They also get real about AI in hospitality, where it’s delivering value today, where it’s overhyped, and what operators actually need from their tech stack right now. 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.
On this week’s Good Morning Hospitality, A Skift Podcast Hotels Edition, Sarah Dandashy and Steve Turk dive into the latest forces shaping travel and hospitality in 2026. They begin with a closer look at why ignoring the Canadian travel market is starting to carry real economic consequences for brands and destinations. From there, they explore the state of AI in travel, including why many travel brands are building “AI agents” for consumer behaviors that don’t yet exist and how the incoming Claude AI model is already influencing travel tech development. The conversation then turns to industry infrastructure as Sabre announces a rebrand at ITB Berlin and Hyatt reports limited direct impact from recent violence in Mexico while acknowledging broader challenges in global markets. As always, they close with the Unhinged Story of the Week, featuring a traveler whose hotel room was taken to an unforgettable, and extremely gross, extreme. It’s a fast-paced episode that spans demand strategy, cutting-edge technology, and the strange side of travel life.
On today’s Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane and Wil Slickers revisit Vrbo’s weather refund product now officially rolling out after earlier tests, and they unpack Airbnb’s airport-pickup experiment, a sign of the company pushing into broader travel services beyond stays. They also look at why analysts say the industry needs a new way to read OTA results as traditional metrics fail to capture how distribution, search, and AI are reshaping performance. The conversation then turns to unrest in Mexico, where violence following the killing of a cartel leader has led major airlines — including American Airlines, United Airlines, Southwest Airlines, and Air Canada — to cancel or suspend flights to high-traffic leisure hubs like Puerto Vallarta, forcing waivers, rebookings, and travel flexibility as cancellations pile up. The episode wraps with a broader look at how product innovation, shifting performance metrics, and sudden geopolitical shocks are making travel planning and forecasting more complex for operators and consumers alike Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk unpack mounting industry pressure — from hoteliers navigating U.S. tariff risk and airlines suspending flights to Puerto Vallarta, to TSA PreCheck stability and a sharp dip in Las Vegas tourism. They also examine broader structural strain across hospitality before closing with a viral video of a traveler slammed online for boiling her underwear in a hotel kettle, sparking a debate over travel hacks and guest etiquette. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane dig into the latest headlines shaping online travel, short-term rentals, and platform strategy. Otamiser has secured $2M in fresh capital to scale its AI-driven revenue platform for hotels and STR operators, highlighting continued investor interest in tech that boosts OTA visibility and revenue. Airbnb is testing loyalty benefits — exploring non-traditional perks and potential paid-member mechanics that CEO Brian Chesky says could be a “massive accelerant” for repeat stays. The team also breaks down how Airbnb’s hotel strategy is expanding far beyond pilot programs into broader markets, revisiting its competitive stance versus OTAs like Booking.com and others. Tripadvisor CEO Matt Goldberg acknowledged in a confidential memo that recent share price volatility and investor frustration with slow AI progress are weighing on the business, while Sabre Corporation announced layoffs and leadership reshuffles as it pivots toward becoming an “AI-native” tech provider. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
On this episode of Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk explore how the travel industry is turning anxiety into profit — from insurance add-ons to premium flexibility — and what that means for modern travelers. They also break down IHG Hotels & Resorts’s launch of its 21st brand, Noted Collection by IHG, and the continued expansion of hotel brand portfolios, plus the pullback of complimentary breakfast perks at major chains and the impact on loyalty perception. The episode rounds out with Spirit Airlines selling 20 aircraft while recalling furloughed crew — signaling recalibration in the ultra-low-cost model. And in the Unhinged Story of the Week, a Jet2.com and Jet2holidays flight is diverted after a mid-air passenger brawl, while another traveler goes viral for destroying airport kiosks — proof that travel stress is hitting new heights. 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.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dive into the latest shifts across short-term rentals and online travel. They start with Brian Chesky dismissing rivals’ chatbots and arguing that Airbnb’s AI advantage is rooted in its marketplace and community data, then unpack Airbnb’s new report positioning STRs as a critical pressure valve for lodging demand during peak travel periods. The conversation then turns to Expedia Group’s Q4 2025 earnings, where stronger B2B results helped offset softer consumer trends, before closing on leadership tension at Casago as franchisees react to shifting power dynamics. The episode wraps with a broader look at AI strategy, consolidation, and who really controls distribution in today’s STR ecosystem. 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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