Booking Holdings launches Vayo, a travel startup that uses AI agents to track booking confirmations, price drops, and more, with a planned $100M investment
THE SO WHAT
Booking is spending $100M to own the AI agent layer around confirmations, price drops, and trip changes—exactly where meta-aggregators and startups hoped to sit. If you’re in travel or adjacent marketplaces, assume incumbents will try to internalize agentic workflows rather than leave them to third parties.
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