Expedia Group ($EXPE) podcast mentions
Timestamped Expedia Group ($EXPE) mentions across our podcast corpus.
Well, and it, so they've promised since, since this launch, they promised all these integrations that I was really excited for, like Expedia, so I could book a hotel or—
Jenn Tuohy · The Vergecast · The many pluses and minuses of Alexa Plus · 2026-10-08And the other thing, and this is just one example with me, but we're gonna see a lot of speed bumps. Like this is not gonna be a smooth transition of like putting this into our everyday lives. Like my one thing I've tried so far with Muse and Instinct, I'm using both of them, was I needed to like, my wife was driving back from Virginia and I needed to book her a hotel and a certain thing. And I was unsuccessful in both cases. And the reason I was unsuccessful is basically I had, I had some credit on Expedia I wanted to use, and Expedia is blocking these things. So they're like, we could book it for you on the Hilton website directly, but we cannot book it on Expedia because— and you're seeing more of that, like Amazon's been talking about, like, do they want to, you know, it's not in Amazon's interest necessarily to have people price shopping around with these things, like, and allowing them to access Amazon. So Amazon, I think, is thinking about blocking some of these things. So it's all— with all this adoption, it's, it's good. There's going to be speed bumps. There's going to be moves forward and back. But I think in the end, it's going to be really cool. We're going to do it.
Justin Carbonneau · Excess Returns · The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? · 2026-10-03The Sunday ham. Those are the stories that spread that people tell each other about and then they start using these things and adopting them. It's going to be interesting what the bottom-up impact is of some of these tools. I, I think news of what you just said and how you just explained you couldn't do it 'cause of the Expedia credit. This is the kind of thing where somebody goes like, holy crap, that, that was actually changing in my behavior in the moment. This is not the last we've heard of this.
Matt Ziegler · Excess Returns · The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? · 2026-10-03Since then, software stocks have had mostly a nice rally, but the SaaSpocalypse story has not gone away. It has just morphed. The current narrative states that some software companies will be fine. Which ones? Those companies that have moats because their software is deeply embedded in enterprises, like perhaps ServiceNow and Salesforce. However, other companies could be at risk. Which ones? B2C companies that interact with consumers like Intuit, Booking, and Expedia, and some B2B companies are at risk as well. It is still very early in this story and we will be monitoring it carefully. However, AI does not have to destroy a software company for it to have an impact. It could simply slow seat growth. And make it more difficult to raise prices. That would hurt future profitability and valuations.
Steve Eisman · The Real Eisman Playbook · Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02I mean, like, my observation on it so far is, is it, it totally depends on the business model. Right. And like, I think it was, it was last week when Muse was just like banging out like announcements about new integrations. Right. They had, they had Shopify, they had PayPal, they had Expedia, and they had Instacart all, all in the span of a couple of days. When Amazon also came out and said, no, you can't do this. But like, if you think about those business models, right, like Expedia and Instacart in particular, like they don't want to be disintermediated by agents that can go do all of these things without them being there. Right. So I mean, their incentive surely is like, if we don't do this, then the agents can either bypass us or go to Booking.com or Kayak or DoorDash instead. And so we have to do this for fear of existential risk around our business model. And then PayPal and Shopify, They don't care. Like, they make money as long as money flows. So if an agent does it or a human does it, it doesn't matter. Like, the pie is just going to grow for them.
JC Bardistefano · The Prof G Pod with Scott Galloway · The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · 2026-10-02But yeah, I mean, at the time there was a bunch of reporting, sort of like people familiar with the matter, the information got a scoop from a bunch of the NeoCloud compute providers saying Lepton was a potential competitive threat. And if you refuse to participate, that creates a risk that NVIDIA could direct workloads toward competitors. It was a bit of this tense time. But the end result was more balanced. So instead of layering their customers and trying to control aggregate demand, which would be really powerful if it happened, the product evolved into this unified AI platform, which is their, their words. But basically it's, it's between an actual like Expedia for GPUs and just a set of standards. So it's a bunch of proprietary software. It is sort of what makes up the CUDA moat. So everything from handling GPU node groups, interactive DevPods, distributed batch jobs, inference endpoints, storage, observability, reservations, more.
John Coogan · TBPN · Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN · 2026-10-01But yeah, I mean at the time there was a bunch of reporting sort of like people familiar with the matter, the information got a scoop from a bunch of the NeoCloud compute providers saying like Lepton was a potential competitive threat and if you refuse to participate, that creates a risk that NVIDIA could direct workloads toward competitors. And it was a bit of this tense time, but the end result was more balanced. So instead of layering their customers and trying to control aggregate demand, which would be really powerful if it happened, The product evolved into this unified AI platform, which is their words. But basically it's between an actual like Expedia for GPUs and just a set of standards. So it's a bunch of proprietary software. It is sort of what makes up the CUDA moat. So everything from handling GPU node groups, interactive DevPods, distributed batch jobs, inference endpoints, storage, observability, reservations, more.
John Coogan · TBPN · Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton · 2026-10-01We have PayPal, Shopify, Expedia, Stripe, Best Buy, Walmart, Instacart, American Eagle, Dick's Sporting Goods, Fanatics, Gap, Wayfair, and plenty of others. Notably, one company who is not working with Muse is Amazon. We'll touch on that later. They also connect to your contacts, your calendar, your email, your browser, your Google Drive, note-taking apps like Granola. You can connect to your Spotify. Even Peloton and OpenTable, and most importantly, Plaid for all your financial accounts. Basically, Zuckerberg and his team have made it as easy as possible to connect as much of your life as possible to Muse so Muse can see all of your data and it can interact with all of your accounts. But the most interesting thing about Muse to me is that they're giving all this away for free. ChatGPT has a free plan, sure, but it uses weaker models and you hit usage limits quickly.
Jack Raines · The Prof G Pod with Scott Galloway · Can Meta's Muse AI Agent Save You Money? · 2026-09-30When you're making hundreds of billions of dollars with your main business line, you can then afford to give away billions of dollars of compute for free just to get users to use your AI agent over theirs. If you're using Muse and it works nonstop for you all week and you're using ChatGPT and you keep getting rate limited, sooner or later you're just going to choose the AI tool that doesn't break. One of the more interesting things about the Muse launch is seeing which companies did partner with Muse and which ones have not yet. So PayPal, Shopify, Expedia, Stripe, Best Buy, Walmart— big one— Instacart, American Eagle, Dick's Sporting Goods, Fanatics, Gap, and Wayfair have all partnered with Muse. You go on, they have a connector, you can plug it in and you can access all of those platforms through your accounts. Amazon notably blocked Muse.
Jack Raines · The Prof G Pod with Scott Galloway · Can Meta's Muse AI Agent Save You Money? · 2026-09-30Yeah. I mean, like my observation on it so far is, is it, it totally depends on the business model. Right. And like, I think it was, it was last week when Muse was just like banging out like announcements about new integrations, right? They had, they had Shopify, they had PayPal, they had Expedia, and they had Instacart all, all in the span of a couple of days when Amazon also came out and said, no, you can't do this. But like, if you think about those business models, right? Like Expedia and Instacart in particular, like they don't want to be disintermediated by agents that can go do all of these things without them being there. Right? So I mean, their incentive surely is like, if we don't do this, then the agents can either bypass us or go to Booking.com or Kayak or DoorDash. Cash instead. And so we have to do this for fear of existential risk around our business model. And then PayPal and Shopify, they don't care. Like they make money as long as money flows. So if an agent does it or a human does it, it doesn't matter. Like the pie is just going to grow for them.
JC Barr de Stefano · The Prof G Pod with Scott Galloway · Can Meta's Muse AI Agent Save You Money? · 2026-09-30And if these agents can do comparison shopping on their own, do we really need the online travel agencies Booking Holdings and Expedia down 10%, 3% respectively since Muse launched. Heck, maybe all the aggregators in trouble. I mean, that you can include DoorDash, Uber, Lyft, at least judging by the way they've been trading. And look, in theory, the death of consumer inertia could apply to almost anything. Do you really love your property and casualty insurance plans, or are you just too lazy to comparison shop for new policies every year? Even the banks have been getting hit hard because Muse can search around for the ones that pay the best interest rates and then move your money around. So how seriously should we take this threat? Like with every AI displacement fear we have dealt with over, I don't know, years now, I think you need to use common sense, which is in short supply when we think about the consumer rapidly adopting anything as boring as cash sweeps or Lightly's websites. For example, the gym stocks have indeed been savaged over the past few weeks, but not all gym stocks are created equal.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/29/26 · 2026-09-29Lifetime Fitness, expensive upscale gym with a very engaged membership base. People pay a lot and they go a lot. Those memberships aren't getting canceled. On the other hand, Planet Fitness, well, let's just say membership base is less dedicated, which is why the stock's been hit much harder. It is a cheaper alternative. As for the subscription-based media businesses, again, it depends on the property. I don't see people using Muse to cancel their New York Times subscription. Hey, but maybe some of the streaming services will run into some turbulence. Online travel stocks, listen, those names have sold off periodically since the launch of ChatGPT. Based on the same general idea that the bots can easily replace them. So far it hasn't happened, and I'm not sure if Muse changes that. In fact, Expedia has already partnered with Muse to help you plan, plan your vacation. At the same time, I think Airbnb is mostly insulated from AI competition or even super, super AI or super SI, and that's not Sports Illustrated.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/29/26 · 2026-09-29And so, yeah, that's another way where they could build like an Expedia-type business where they're earning fees on top of booking We got to give a round of applause to Tate Acker, who says, we're so early, everyone will be using a full-time assistant of compute like this within a year. And the reason I'm clapping is because it's a parking ticket for not just any car that Instiq took care of. It's for a blue R8. Blue R8. And I just thought this was a wonderful way to sort of share a wonderful car. Potentially flex. Hopefully, yeah, hopefully it's a V10 with a gated manual. But a very underrated car. What is this?
Jordi Hays · TBPN · Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy · 2026-09-28It's targeted spending matching our specific needs. We bought cheaper theater tickets than usual because Muse scoured every website with a secure payment link. Purchases were made. Now the internet is crackling with the demise of Booking and Expedia, something we'll talk about in the future. The value of their brands could become diminished. However, Valerie spoke to an international travel agent who opined that Muse is extremely limited in its abilities, at least with respect to international travel. The user needs knowledge. For example, designing a trip in Southeast Asia takes a lot of knowledge, and the travel agent does not see her business under serious threat. Despite its limitations, though, Muse is going to play a role in e-commerce. However, what's also clear is that this is a use case that once again probably lacks moats. Meta is first to market. Congratulations, Meta, and has an advantage selling its agent into its social media platform.
Steve Eisman · The Real Eisman Playbook · The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · 2026-09-25Yes, but there's no thinking, Josh. This is the point. It's in a basket of stocks. And so it is programmatically happening. There's nobody thinking it's the quant shops. So Jonathan, for people like you, when you see this and Expedia and Booking, which, which we'll talk about, you must lick your lips because you know historically what happens to some of these businesses that you followed for a long time when some of the automation competition comes in because you've seen this before.
Michael Batnick · The Compound and Friends · People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar · 2026-09-25