In 2026, as AI search reshapes traffic distribution, Glenn Fogel, CEO of global online travel giant Booking Holdings, issued a stern warning: Google's Gemini and OpenAI's ChatGPT are leveraging their technological dominance to push small and medium-sized hotels to the brink.
Fogel pointed out that while traditional search models also involve competition for visibility, users could at least see more options by scrolling through pages. However, today's AI assistants are entirely different:
Singular Recommendations: When travelers ask an AI, "Help me find a cost-effective hotel in downtown Munich," the AI often provides only 1-3 algorithmically filtered "optimal" solutions.
Invisibility of Independent Hotels: Small and medium-sized hotels lacking big data support and dedicated AI optimization teams are being completely erased from search results by AI. Fogel bluntly stated that this "highly filtered" recommendation mechanism deprives small businesses of the opportunity to be discovered in a fair environment.
Interestingly, Fogel, who had previously criticized the EU's Digital Markets Act (DMA) as "foolish regulation," is now siding with regulators.
Welcoming Audits: He expressed strong support for the EU's antitrust review of AI search results generated by Google Gemini. He believes it is essential to ensure that large AI platforms do not prioritize their own booking services or direct traffic only to large conglomerates that pay high "protection fees."
Alliance of Interests: Although Booking itself is also classified as a "gatekeeper" company, in the face of cross-industry pressure from "super platforms" like Google, Booking has chosen to ally with regulators to protect the supplier ecosystem on its platform.
To avoid being completely "disintermediated" by AI platforms, Booking announced an additional investment of $700 million in 2026 for in-house AI marketing tools and the "Connected Trip" plan:
This initiative aims to help small and medium-sized hotels without technical capabilities undergo data structuring transformations, making them more easily recognizable by various AI agents. Fogel firmly believes that while AI can handle bookings, complex "human-machine interaction" services such as managing flight delays and handling hotel cancellations and changes remain Booking's moat.








