VC on AI travel booking: better interfaces alone won't survive, defensibility first
vaibhavbetter · x · 2026-10-18
vaibhavbetter notes AI-led travel booking pitches surging with eye-popping numbers, but argues TAM isn't expanding and brutal margins remain. The real opportunity is collapsing complex workflows AI previously couldn't solve; founders should start from defensibility and work backwards to product.
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