When a $6 billion investment firm buys 100+ extended-stay hotels in under two years, they're not making a hospitality play. They're making a housing play. And that changes the math for every operator in the segment.
Hilton just launched its AI travel planner, joining Marriott and IHG in a conversational booking arms race. The question nobody's asking: what happens at 2 AM when the AI hallucinates a rate that doesn't exist?
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