Can Expedia Survive When AI Agents Plan and Book the Entire Trip?
Expedia CEO Ariane Gorin called answer engine optimisation the company's fastest-growing channel in Q1 2026. But the same AI platforms that are driving Expedia's new traffic could also enable AI agents to plan and book entire trips directly with suppliers - bypassing OTAs entirely. The disintermediation risk is structural, and it applies to every industry where a platform sits between a buyer and a supplier.











