Airbnb insiders unloaded over $45M in shares across three days while the company missed earnings estimates and launched new host protections. If you're an independent operator watching Airbnb expand its moat, the insider selling isn't the story... what they're building with the other hand is.
IHG's midscale conversion brand just became its fastest-scaling flag ever. But 100 open hotels and 80 more in the pipeline raises a question every independent owner should be thinking about... and most aren't.
Airbnb wants an AI agent to plan your entire trip. The hotel industry should be paying attention to what that actually means for distribution.
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